Paragon Wealth Management
- Company typePrivate
- Founded2000
- HeadquartersDoylestown, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Paragon Wealth Management firmographics
Firmographics- Name
- Paragon Wealth Management
- Website
- https://paragon-wealth.com
- Company type
- Private
- Founded year
- 2000
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Paragon Wealth Management industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where Paragon Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Doylestown
- HQ country
- United States
- HQ region
- North America
Markets served
Paragon Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Paragon Wealth Management product offering
Product offeringCore offering
Paragon Wealth Management is a financial services firm that provides retirement planning, investment advisory, and insurance services to individual clients. Founded in 2000 and based in Doylestown, Pennsylvania, the firm operates with a small team of founding partners who deliver personalized wealth management and financial planning solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Retirement planning services for individual clients seeking to prepare for, transition into, or manage income during retirement, delivered through personalized advisory engagements by founding partners.
- Investment Advisory Services Investment advisory services for individual clients, including portfolio planning and ongoing investment guidance aligned with retirement and broader financial goals.
- Insurance Services Insurance advisory and placement services for individual clients, providing protection solutions integrated with retirement and investment planning.
Companies that use Paragon Wealth Management
Customer profileIdeal customer profiles1 record
Paragon Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Paragon Wealth Management partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights3 records
Paragon Wealth Management competitors and assessment
Company assessmentDirect peers
- Cetera Financial Group: Independent wealth management platform supporting thousands of financial advisors across retirement, investment, and insurance practices — comparable in advisor-led model and product breadth.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting small-to-mid-sized advisory practices offering comprehensive wealth and retirement services — directly comparable to Paragon's boutique practice model.
- Mariner Wealth Advisors: National RIA offering comprehensive retirement planning, investment management, and insurance-adjacent services to high-net-worth households — comparable in multi-advisor, full-service boutique positioning.
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving mid-sized wealth management practices offering retirement, investment, and insurance services — a structurally similar firm to Paragon's size and scope.
Broad incumbents
- Ameriprise Financial: Large diversified financial services firm with a captive advisor channel offering retirement planning, investments, and insurance — directly comparable to Paragon's bundled-service, advisor-led model.
- LPL Financial: Largest independent broker-dealer in the U.S., providing custody, technology, and compliance infrastructure to thousands of independent RIAs and financial advisors comparable in size and service mix to Paragon.
- Edward Jones: National retail wealth management franchise built around local branch offices staffed by individual financial advisors serving retirement and investment clients — closely parallels Paragon's community-based, advisor-led boutique approach.
- Northwestern Mutual: Mutual insurer and wealth manager whose advisors sell insurance, investments, and retirement planning in a high-touch local model, directly mirroring Paragon's bundled offerings and advisor economics.
- Raymond James Financial: Diversified wealth management and investment firm supporting independent financial advisors offering comprehensive retirement, investment, and insurance services — overlapping with Paragon's full-service offering.
- Stifel Financial: Diversified wealth management and investment bank with a strong advisor channel providing retirement, investment, and insurance solutions to affluent households — comparable in client focus and service bundling.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Paragon Wealth Management social profiles
Digital presenceParagon Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Paragon Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
Paragon Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Paragon Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Paragon Wealth Management
What does Paragon Wealth Management do?
Paragon Wealth Management is a financial services firm that provides retirement planning, investment advisory, and insurance services to individual clients. Founded in 2000 and based in Doylestown, Pennsylvania, the firm operates with a small team of founding partners who deliver personalized wealth management and financial planning solutions.
When was Paragon Wealth Management founded?
Paragon Wealth Management was founded in 2000. It employs 1 to 10 people.
Where is Paragon Wealth Management based?
Paragon Wealth Management is headquartered in Doylestown, United States, in the North America region.
Who are Paragon Wealth Management's main competitors?
Direct peers on record are Cetera Financial Group, Cambridge Investment Research, Mariner Wealth Advisors and Commonwealth Financial Network. Broad incumbents are Ameriprise Financial, LPL Financial, Edward Jones, Northwestern Mutual, Raymond James Financial and Stifel Financial.
Does Paragon Wealth Management have an API?
No public API is recorded for Paragon Wealth Management.
What industry is Paragon Wealth Management in?
Paragon Wealth Management's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.