Insights

Strong Industry Presence Paragon Planners operates within the competitive financial services sector, focusing on territory management and client relationship enhancement, which presents opportunities to cross-sell technology tools and strategic consulting services to financial advisors and institutions seeking similar operational efficiencies.

Technological Sophistication With a tech stack incorporating SQL, MySQL, Svelte, and PWA, the company demonstrates a robust investment in modern digital tools, indicating potential for expanding SaaS partnerships or bespoke digital marketing solutions to streamline their service offerings.

Market Expansion Trends Recent industry news highlights competition from free and private link-sharing platforms such as Linktree and Shopify’s Linkpop, suggesting opportunities to introduce integrated marketing and digital client engagement solutions tailored for financial services firms.

Revenue and Growth Potential Operating with an estimated revenue between $100 million to $250 million and a sizable team, Paragon Planners represents a lucrative target for enterprise-level financial technology vendors interested in expanding their footprint within the financial planning support sector.

Customer Service Focus Specializing in high-touch, personalized support services since 2002, there is an opportunity to offer premium customer engagement tools or advanced analytics to further enhance their 'white glove' service model and strengthen client retention strategies.

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	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 April 2026, Paragon Planners has approximately 118 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 118 employees.

Q: What technology does Paragon Planners use?

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

Q: What is Paragon Planners's NAICS code?

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

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.