Insights

Strong Industry Position Paragon Planners operates within the financial services industry with a focus on territory management and administrative support, positioning it as a specialized partner for financial professionals seeking personalized and efficient client engagement services.

Growth and Expansion Recent acquisitions and partnerships by Linktree Group, including Fingertip and Plannthat, indicate an increasing emphasis on digital presence management and monetization tools, presenting opportunities to offer integrated marketing and digital solutions tailored for financial firms.

Tech-Driven Strategy With a robust tech stack including SQL, MySQL, Auth0, and PWA, Paragon Planners has a solid digital infrastructure that can benefit from advanced marketing automation, data analytics, and cybersecurity solutions to enhance service quality and operational efficiency.

Large Market Potential Operating in a competitive financial services niche with a revenue range of 100 to 250 million dollars and a dedicated team, Paragon Planners offers a substantial client base for sales of enterprise software, CRM tools, and targeted marketing solutions.

Competitive Awareness The company's familiarity with mainstream competitors like Shopify’s Linkpop underscores a competitive landscape focused on digital monetization and engagement platforms, creating opportunities to offer complementary or innovative enhancements to existing client tools.

Similar companies to Paragon Planners

Paragon Planners Tech Stack

Paragon Planners uses 8 technology products and services including Facebook Ads, GitHub, SQL, and more. Explore Paragon Planners's tech stack below.

Facebook Ads
Advertising
GitHub
Communication And Collaboration
SQL
Database
MySQL
Database
Auth0
Identity Verification
Svelte
Javascript Frameworks
SoundManager
Javascript Libraries
PWA
Miscellaneous

Media & News

Paragon Planners's Email Address Formats

Paragon Planners uses at least 2 format(s):

Paragon Planners Email Formats	Example	Percentage
First@paragonplanners.com	John@paragonplanners.com	50%
Last@paragonplanners.com	Doe@paragonplanners.com	48%
FLast@paragonplanners.com	JDoe@paragonplanners.com	1%
FirstLast@paragonplanners.com	JohnDoe@paragonplanners.com	1%
First.Last@linktr.ee	John.Doe@linktr.ee	82%
FirstLast@linktr.ee	JohnDoe@linktr.ee	11%
First@linktr.ee	John@linktr.ee	4%
FirstL@linktr.ee	JohnD@linktr.ee	3%

Frequently Asked Questions

Where is Paragon Planners's headquarters located?

Paragon Planners's main headquarters is located at 19672 Sun Circle, West Linn, OR 97068, US. The company has employees across 2 continents, including North AmericaAsia.

What is Paragon Planners's phone number?

You can contact Paragon Planners's main corporate office by phone at

+1-503-635-****

. 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 Paragon Planners's official website and social media links?

Paragon Planners's official website is linktr.ee and has social profiles on LinkedIn.

What is Paragon Planners's NAICS code?

Paragon Planners's NAICS code is 52 - Finance and Insurance.

How many employees does Paragon Planners have currently?

As of October 2025, Paragon Planners has approximately 112 employees across 2 continents, including North AmericaAsia. Key team members include Co-Founder, Managing Director: C. L.Owner: D. S. G.Account Director - Business Development: L. S.. Explore Paragon Planners's employee directory with LeadIQ.

What industry does Paragon Planners belong to?

Paragon Planners operates in the Financial Services industry.

What technology does Paragon Planners use?

Paragon Planners's tech stack includes Facebook AdsGitHubSQLMySQLAuth0SvelteSoundManagerPWA.

What is Paragon Planners's email format?

Paragon Planners's email format typically follows the pattern of First@paragonplanners.com. Find more Paragon Planners email formats with LeadIQ.

When was Paragon Planners founded?

Paragon Planners was founded in 2002.

Paragon Planners

Q: What is Paragon Planners's official website and social media links?

Paragon Planners's official website is linktr.ee. Paragon Planners has social profiles on LinkedIn.

Q: How many employees does Paragon Planners have currently?

Paragon Planners has approximately 112 employees.

Q: What technology does Paragon Planners use?

Paragon Planners's tech stack includes Google Analytics 4, Fastly CDN, Prism, Microsoft Clarity, Google Analytics.

Financial ServicesUnited States51-200 Employees

Serving Professionals in the Financial wholesale and retail industry. Paragon Planners specializes in Territory Management Support, concentrating on Scheduling, Territory Analysis, Marketing, Administrative Support, Expense Processing, Event Planning and Execution. 

Build stronger relationships with your clients. Create a "white glove" service level, and add one more point of contact and personality to your team.

We only work with the best. Since 2002, we have assembled the best team in this industry. We continue to recruit and retain only those schedulers and marketing assistants who are committed to go above and beyond to help you reach your goals. We track our success with numbers, and the numbers speak for themselves.