Paradigm Direct

Kearney, United States Founded: 1996 • Age: 30 yrs
Wealth management services are provided to clients in the US.

About Paradigm Direct

Paradigm Direct is a company based in Kearney (United States) founded in 1996.. Paradigm Direct offers products and services including Estate Plan, Entity Setup, Tax Planning, Financial Calculators, and Credit Card Processing. Paradigm Direct operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.

  • Headquarter Kearney, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Paradigm Direct

Paradigm Direct offers a comprehensive portfolio of products and services, including Estate Plan, Entity Setup, Tax Planning, Financial Calculators, and Credit Card Processing. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Service for managing asset distribution and estate planning.

Assistance in creating and structuring business entities.

Guidance on tax strategies for individuals and businesses.

Tools for calculating retirement and financial scenarios.

Solutions for merchant credit card transactions.

People of Paradigm Direct
Headcount 10-50
Employee Profiles 5
Employee Profiles
People
Steve Thorne
CEO
People
Ammon Freestone - Payments/Tax
Account Manager
People
Cindy Christopher
P.r. + Media Coordinator
People
Tim Jasinski
Co-founder + Chief Marketing Officer

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Funding Insights of Paradigm Direct

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Paradigm Direct

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Paradigm Direct

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Paradigm Direct Comparisons

Employees
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Competitors of Paradigm Direct

Paradigm Direct operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
M&A advisory, capital markets, and wealth management services are offered.
domain founded_year HQ Location
Business consulting services are provided to banks and lending institutions.
domain founded_year HQ Location
HR, insurance, and liability services are provided by Alera Group.
domain founded_year HQ Location
Bank offering diversified financial services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
Provider of wealth management services
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Paradigm Direct

Frequently Asked Questions about Paradigm Direct

When was Paradigm Direct founded?

Paradigm Direct was founded in 1996.

Where is Paradigm Direct located?

Paradigm Direct is headquartered in Kearney, United States. It is registered at Kearney, Nebraska, United States.

What does Paradigm Direct do?

Paradigm Direct was established in 1996 and is based in Kearney, United States. Operations center on wealth management within the financial services sector, where investment advisory, portfolio management, and financial planning are offered to individual and institutional clients. Services are tailored to support long-term financial goals, with a focus on risk assessment and asset allocation strategies in the domestic market.

Who are the top competitors of Paradigm Direct?

Paradigm Direct's top competitors include Focus Financial Partners, Alera Group and Raymond James.

What products or services does Paradigm Direct offer?

Paradigm Direct offers Estate Plan, Entity Setup, Tax Planning, Financial Calculators, and Credit Card Processing.

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