Insights

Strategic Acquisition Paradigm Financial LLC was acquired by Creative Planning Advisor Services, LLC for $600 million, indicating a significant consolidation in the financial advisory sector that could open opportunities for complementary service providers aiming to partner or compete in this expanding market.

Growth Potential With a revenue range of $1M to $10M and recent high-profile partnership activities, Paradigm Financial presents a growth opportunity for financial technology providers and service firms looking to serve mid-sized advisory firms seeking scalable solutions.

Asset Investment Paradigm actively invests in US Treasury ETFs and communications assets, suggesting openness to innovative investment strategies and asset management tools, which could benefit from advanced financial analytics or investment platform integrations.

Technology Adoption The company's tech stack includes modern website tools and advertising APIs like Google Tag Manager and Microsoft Advertising, indicating a readiness for digital marketing solutions, CRM enhancements, and client engagement platforms to support their growth.

Industry Positioning Being part of a consolidating industry with notable competitors like Charles Schwab and Fidelity, Paradigm Financial is positioned within a competitive landscape that favors partnerships and technological innovation to differentiate and expand their client base.

Paradigm Financial Llc Tech Stack

Paradigm Financial Llc uses 8 technology products and services including UserWay, Microsoft Advertising, Bing Ads, and more. Explore Paradigm Financial Llc's tech stack below.

  • UserWay
    Accessibility
  • Microsoft Advertising
    Advertising
  • Bing Ads
    Advertising Networks
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Gravity Forms
    Web Platform Extensions
  • TablePress
    Web Platform Extensions

Paradigm Financial Llc's Email Address Formats

Paradigm Financial Llc uses at least 1 format(s):
Paradigm Financial Llc Email FormatsExamplePercentage
FLast@pfaclient.comJDoe@pfaclient.com
50%
FLast@pfaclient.comJDoe@pfaclient.com
50%

Frequently Asked Questions

Where is Paradigm Financial Llc's headquarters located?

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Paradigm Financial Llc's main headquarters is located at 1111 North Shore Drive Suite N300 Knoxville, Tennessee 37919 United States. The company has employees across 1 continents, including North America.

What is Paradigm Financial Llc's phone number?

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You can contact Paradigm Financial Llc's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Paradigm Financial Llc's official website and social media links?

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Paradigm Financial Llc's official website is pfaclient.com and has social profiles on LinkedIn.

What is Paradigm Financial Llc's SIC code NAICS code?

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Paradigm Financial Llc's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Paradigm Financial Llc have currently?

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As of February 2026, Paradigm Financial Llc has approximately 2 employees across 1 continents, including North America. Key team members include Chief Financial Officer: D. W.Vice President: J. S.Senior Vice President: J. B.. Explore Paradigm Financial Llc's employee directory with LeadIQ.

What industry does Paradigm Financial Llc belong to?

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Paradigm Financial Llc operates in the Financial Services industry.

What technology does Paradigm Financial Llc use?

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Paradigm Financial Llc's tech stack includes UserWayMicrosoft AdvertisingBing AdsGoogle Fonts APIModernizrGoogle Tag ManagerGravity FormsTablePress.

What is Paradigm Financial Llc's email format?

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Paradigm Financial Llc's email format typically follows the pattern of FLast@pfaclient.com. Find more Paradigm Financial Llc email formats with LeadIQ.

Paradigm Financial Llc

Financial ServicesTennessee, United States2-10 Employees

Paradigm Financial Llc is a Financial Services company located in 1111 N Shore Dr Ste N300, Knoxville, Tennessee, United States.

Section iconCompany Overview

Headquarters
1111 North Shore Drive Suite N300 Knoxville, Tennessee 37919 United States
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Paradigm Financial Llc's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Paradigm Financial Llc's revenue is estimated to be in the range of $1M$10M

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