Insights

Strategic Growth Potential cross-sell opportunities with affiliated assets and real estate investments evidenced by recent stakes in Independence Realty Trust and Annaly Capital Management, suggesting expanding client interest in real estate and income-oriented holdings.

Independent Advisory Leverage their uncompromising independence and centralized advisory model to position equitable, conflict-free financial planning services to high-net-worth individuals seeking fiduciary-level partner support.

Midmarket Focus Target mid-sized wealth clients given firm size (11-50 employees) and revenue range, offering scalable advisory solutions that complement their current service capabilities and enhance client retention.

Technology Stack Opportunity to introduce enhanced client experience tools, data analytics, and digital engagement platforms to strengthen communication and service delivery, aligned with their emphasis on strong communication.

Growth Metrics With revenue in the modest multi-million range and notable acquisitions in the past years, present performance improvement programs, advanced planning software, and ES&G integration to support sustainable growth and profitability.

Paradigm Financial Partners Westport CT Tech Stack

Paradigm Financial Partners Westport CT uses 4 technology products and services including Font Awesome, SWFObject, Piwik, and more. Explore Paradigm Financial Partners Westport CT's tech stack below.

  • Font Awesome
    Font Scripts
  • SWFObject
    Miscellaneous
  • Piwik
    System Analytics & Monitoring
  • AddThis
    Widgets

Paradigm Financial Partners Westport CT's Email Address Formats

Paradigm Financial Partners Westport CT uses at least 1 format(s):
Paradigm Financial Partners Westport CT Email FormatsExamplePercentage
First@pfpartners.comJohn@pfpartners.com
86%
FLast@pfpartners.comJDoe@pfpartners.com
9%
First.Last@pfpartners.comJohn.Doe@pfpartners.com
5%

Frequently Asked Questions

What is Paradigm Financial Partners Westport CT's phone number?

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You can contact Paradigm Financial Partners Westport CT'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 Partners Westport CT's official website and social media links?

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Paradigm Financial Partners Westport CT's official website is pfpartners.com and has social profiles on LinkedIn.

How much revenue does Paradigm Financial Partners Westport CT generate?

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As of July 2026, Paradigm Financial Partners Westport CT's annual revenue is estimated to be $1M - $10M.

What is Paradigm Financial Partners Westport CT's NAICS code?

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Paradigm Financial Partners Westport CT's NAICS code is 52 - Finance and Insurance.

How many employees does Paradigm Financial Partners Westport CT have currently?

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As of July 2026, Paradigm Financial Partners Westport CT has approximately 21 employees across 2 continents, including North AmericaEurope. Key team members include Senior Operations Manager: K. G.Client Service Administrator: J. M.Client Services Associate: L. S.. Explore Paradigm Financial Partners Westport CT's employee directory with LeadIQ.

What industry does Paradigm Financial Partners Westport CT belong to?

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Paradigm Financial Partners Westport CT operates in the Financial Services industry.

What technology does Paradigm Financial Partners Westport CT use?

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Paradigm Financial Partners Westport CT's tech stack includes Font AwesomeSWFObjectPiwikAddThis.

What is Paradigm Financial Partners Westport CT's email format?

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Paradigm Financial Partners Westport CT's email format typically follows the pattern of First@pfpartners.com. Find more Paradigm Financial Partners Westport CT email formats with LeadIQ.

When was Paradigm Financial Partners Westport CT founded?

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Paradigm Financial Partners Westport CT was founded in 2003.
Paradigm Financial Partners Westport CT logo

Paradigm Financial Partners Westport CT

Financial ServicesConnecticut, United States11-50 Employees

Paradigm Financial Partners Westport CT operates in the financial services sector, offering wealth management services that center on aligning a client’s vision, values, and goals with a tailored financial and estate plan. The firm positions itself as a central financial advisor, aiming to keep clients focused on their objectives while providing disciplined guidance to help them realize their financial potential. Its approach emphasizes clear communication, integrity, independence, and a commitment to delivering consistent advice and service through a knowledgeable staff.

Based in Westport, Connecticut, the firm serves individual clients by developing and implementing plans that reflect their priorities. In recent activity, the firm has engaged in strategic transactions related to asset interests, including stakes in other financial assets, indicating an active role in wealth-building opportunities within the financial services landscape. The company operates with a relatively small professional team and competes alongside other well-established wealth management and financial advisory firms in the industry.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Paradigm Financial Partners Westport CT's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Paradigm Financial Partners Westport CT's revenue is estimated to be in the range of $1M - $10M

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