Insights

Strategic Acquisition Paradigm Financial Advisors was acquired by Creative Planning Advisor Services, LLC for $600 million, indicating an active consolidation trend in the financial services sector and potential opportunities for partnerships with similar firms seeking expansion or strategic alliances.

Market Presence Growth The company's recent integration with a major RIA expands its geographic footprint and client base, presenting a chance to offer tailored technology solutions or financial products to a broader audience in the wealth management space.

Asset Investment Activities Paradigm Financial Advisors continues to make strategic asset investments, such as stakes in Schwab Short-Term U.S. Treasury ETFs and Consolidated Communications, showcasing opportunities to introduce specialized investment tools or asset management services.

Technology Stack Utilizing platforms like Google Tag Manager, Modernizr, and Gravity Forms suggests an emphasis on digital marketing and user experience, indicating potential for offering advanced marketing solutions or digital engagement tools.

Financial Range With annual revenues estimated between $1 million and $10 million, Paradigm Financial presents an entry point for scalable products or services designed to support mid-sized firms in expanding their technological capabilities and operational efficiency.

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?

Minus sign iconPlus sign icon
Paradigm Financial Llc's main headquarters is located at 1111 North Shore Drive, Suite N300. The company has employees across 1 continents, including North America.

What is Paradigm Financial Llc's phone number?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of December 2025, Paradigm Financial Llc has approximately 11 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?

Minus sign iconPlus sign icon
Paradigm Financial Llc operates in the Financial Services industry.

What technology does Paradigm Financial Llc use?

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

What is Paradigm Financial Llc's email format?

Minus sign iconPlus sign icon
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 States11-50 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
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Employees
11-50

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.