Insights

Strong Market Presence Paragon Planners operates in the competitive financial services industry with a substantial workforce of up to 200 employees and annual revenues between 100 million to 250 million dollars, indicating solid market positioning and growth potential for strategic partnerships or service expansions.

Technological Sophistication The company's utilization of advanced tech stacks including SQL, MySQL, and Progressive Web Applications suggests openness to innovative digital solutions, creating opportunities for technology providers to offer complementary tools that enhance their operational efficiency or client engagement.

Growth through Acquisition Recent acquisitions like Fingertip and strategic partnerships with entities such as Untitled Group indicate an active growth strategy focused on expanding digital and client management capabilities, highlighting potential synergies with software and service providers aiming to enter or expand within the financial and professional services sectors.

Reputation Focused on Service Quality Paragon Planners emphasizes delivering 'white glove' services through a dedicated team of professionals committed to exceptional client relationships, presenting opportunities for high-touch, personalized service solutions, and premium vendor partnerships that align with their quality standards.

Market Trends Alignment The company's involvement in innovative monetization features and partnerships with wellness brands align with current market trends emphasizing creator monetization and lifestyle integration, opening avenues for sales of digital platforms, marketing tools, and event management solutions tailored to these evolving trends.

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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	89%
FirstLast@linktr.ee	JohnDoe@linktr.ee	7%
First@linktr.ee	John@linktr.ee	2%
FirstL@linktr.ee	JohnD@linktr.ee	2%

Frequently Asked Questions

Where is Paragon Planners's headquarters located?

Paragon Planners's main headquarters is located at 19672 Sun Circle West Linn, Oregon 97068 United States. 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 March 2026, Paragon Planners has approximately 117 employees across 2 continents, including North AmericaAsia. Key team members include President/Co-Founder: T. G.Co-Founder, Managing Director: C. L.Owner: D. S. G.. 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 117 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 ServicesOregon, United 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.