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Parti Pris

2 viewers · 30d

Total raised

$1.8M

+$1.8M this year

1 filing since 2026 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $1.8M
ROUNDS
1
INVESTORS
5
FOUNDED
2023
HQ
Morro Bay, CA
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
2

AI overview

Updated

Parti Pris is a wealth-technology company in Morro Bay, California that builds portfolio management software for financial advisors. Its platform lets advisors treat all of a household's accounts as a single coordinated portfolio, handling portfolio design, tax-aware implementation and trade workflow in one system. It sells to registered investment advisors, family offices, TAMP platforms, broker-dealers and enterprise wealth management firms, delivered as SaaS and via APIs that integrate with existing custodial and accounting stacks. The company was co-founded by Art Lutschaunig, previously president and chief investment officer of Morningstar Investment Services, and Joe Smith.

What sets it apart

Coordinates risk, taxes, goals and implementation across every account in a household rather than account by account, and positions itself explicitly as an advisor's technology partner rather than a competitor for the end-client relationship.

Funding history

1 round
Equity+2Jun 23, 2026
Form D
+$1.8M$1.8M total

Latest SEC filings

via EDGAR · CIK 0002043874
Form D · Jun 23, 2026NewView on EDGAR

Products

1 tracked

Advisor WealthDesign (AWD)

Wealth management software

A SaaS and API platform for household-level portfolio management, spanning portfolio design, tax-aware implementation and rebalancing, and the workflow infrastructure advisors need to run thousands of accounts.

  • Household-level coordination of multiple accounts as one portfolio
  • Direct indexing and multi-asset-class portfolio design
  • Tax-loss harvesting, intelligent rebalancing and automated asset location
  • Proposal workflow, portfolio monitoring, account alerts and trade aggregation

Links

WebsiteLinkedInSEC EDGAR filings