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Paragon Wealth Management Logo
Paragon Wealth Management CB Rank
1524769
Heat Score
40
Paragon Wealth Management is a financial services firm that offers retirement planning, investments, and insurance services.
Founded
obfuscation
Private Doylestown, Pennsylvania, United States1-10 www.paragon-wealth.com
Financial Services
Insurance
Retirement
Wealth Management
Overview

Paragon Wealth Management
Heat Score
40

Growth Score
pts
in past quarter
Heat Score 40
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Paragon Wealth Management

CB Rank
1524769
Paragon Wealth Management is a financial services firm that offers retirement planning, investments, and insurance services.
Founded
obfuscation
Private Doylestown, Pennsylvania, United States1-10 www.paragon-wealth.com
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Legal Name Paragon Wealth Management
Operating Status Active
Company Type For Profit
Founders  Charles J. McNamara III, Dave Young, Philip Rosenau, Ricardo J. Ferreira
Phone Number +1 215 348 3176
Contact Email info@paragon-wealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
Creates personalized financial plans addressing long-term goals and short-term needs to help clients stay on track and adapt to changes.
Investments
Builds customized, goals-based investment strategies tailored to client risk tolerance and objectives using a diverse mix of assets.

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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 4 Contacts 1

Employee Profiles

News

News and Press

News•Dec 6, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

113
-59.64%
 in past month

IT Spend

$260.5KThis year, Paragon Wealth Management is projected to spend $260.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
VivaTech Logo
VivaTech
85
Human-AI Collaboration Logo
Human-AI Collaboration
85
Advisory Services Logo
Advisory Services
72

Active Website Tech Count

6Paragon Wealth Management is actively using 6 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Paragon Wealth Management's headquarters? Paragon Wealth Management is located in Doylestown, Pennsylvania, United States.Who are Paragon Wealth Management's competitors? Alternatives and possible competitors to Paragon Wealth Management may include Charles Schwab, Fidelity, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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