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Company · Private asset managers

Parcion

As of 1 November 2026, Parcion has 2 open roles (2 new in 30 days), its finance & accounting team is hiring most, and its postings name eMoney, Salesforce and mindmanager as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Bellevue, United States11-50 employees2M-10M revenue, est.B2B, B2Cparcionpw.com ↗LinkedIn ↗
Headquarters
Bellevue, Washington, United States
Employees
11-50 employees (linkedin)
Sells to
business owners, first-generation wealth creators, their families
Certifications on site
Site languages
EN
Career system
Workable
2open roles · 2 new in 30 days
3tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Parcion in one screen

Read from parcionpw.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Parcion does

Parcion is a service provider, a private family office and independent advisory firm that offers wealth management, portfolio management, and concierge planning for business owners and first-generation wealth creators and their families. Its offerings include liquidity event planning, legacy preservation, and client-exclusive networking events.

liquidity event planninglegacy preservationclient exclusive events
Whom it sells to

Named on the site: business owners, first-generation wealth creators, their families, wealth creators, families.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 590 scored.

OpenWin Financial & Insurance ServicesUnited States · 201-500 employeesBalentineUnited States · 51-200 employeesAlphaCore Wealth AdvisoryUnited States · 51-200 employeesCapital Wealth AdvisorsUnited States · 51-200 employeesCyr/Woertz Financial GroupUnited States · 51-200 employeesAdams Reichert Wealth Management GroupUnited States · 51-200 employees
03Tech stack, with the evidence

What Parcion says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

eMoneyFinance & accounting · high confidence · 2 postings
• Build cash flow models in eMoney, including business sale and legacy scenarios
Senior Family Advisor (Senior Financial Advisor) · first seen 2026-10-05
SalesforceFinance & accounting · high confidence · 2 postings
• Keep a high-touch, fast-response service standard and keep Salesforce up to date
Senior Family Advisor (Senior Financial Advisor) · first seen 2026-10-05
mindmanagerFinance & accounting · low confidence · 1 posting
• Operates proficiently in Salesforce, Orion, Wealthscape, eMoney, and/or MindManager
Financial Advisor (Family Advisor) · first seen 2026-10-05
On the website or in DNS

Vendors whose code loads on parcionpw.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

LinkedInseen on parcionpw.comMailchimpseen on parcionpw.com
mailchimp_transactionalseen on parcionpw.com
Microsoft 365seen on parcionpw.com
Microsoft Entra IDseen on parcionpw.com
microsoft_intuneseen on parcionpw.com
microsoft_teamsseen on parcionpw.com
Resendseen on parcionpw.comSendGridseen on parcionpw.com
04Hiring

2 open roles, 2 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Parcion, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Parcion to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Parcion

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 590 scored.

OpenWin Financial & Insurance ServicesWealth management general · United States201-500 employees
BalentineWealth management general · United States51-200 employees
AlphaCore Wealth AdvisoryWealth management general · United States51-200 employees
Capital Wealth AdvisorsWealth management general · United States51-200 employees
Cyr/Woertz Financial GroupWealth management general · United States51-200 employees
Adams Reichert Wealth Management GroupWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameParcion
IndustryBusiness & finance services · Private asset managers
Offeringsliquidity event planning · legacy preservation · client exclusive events
Target customersbusiness owners · first-generation wealth creators · their families · wealth creators · families
Geographic scopeunknown · also United Kingdom
Reviews found
Public contact points1 role addresses · 1 phone numbers
Pages readhome
Datescrawled 2026-09-09 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Parcion (Bellevue, United States, 11-50 employees) has 2 open roles, 2 new in 30 days, and names 3 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/parcionpw.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from parcionpw.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Workable career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Parcion: questions

Does Parcion use eMoney?

Yes, by the company's own words: 2 postings name it, first seen 2026-10-05, in the finance & accounting team.

Is Parcion hiring?

2 open roles as of 1 November 2026, 2 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From parcionpw.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Workable) hourly since. Headcount is from LinkedIn.

Who should I write to at Parcion?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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