Paradym Wealth - About the company
Paradym Wealth is an unfunded company based in Wyomissing (United States), founded in 2025. It operates as a Provider of investment management and financial planning for private individuals. Paradym Wealth has not raised any funding yet. The company has 5067 active competitors, including 72 funded and 447 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
Provider of investment management and financial planning for private individuals. Services include portfolio construction, asset management, and retirement strategy development. Financial analysis involves live scenario modeling to assist with decision-making regarding personal assets and future objectives. Guidance focuses on wealth accumulation, capital preservation, and preparation for transitions into retirement.
Key Metrics
Founded Year
2025
Location
Wyomissing, United States
Stage
Unfunded
Ranked
4499th among 5067 active competitors
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Paradym Wealth's funding and investors
Paradym Wealth has not raised any funding rounds yet.
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Paradym Wealth's Competitors and alternates
Top competitors of Paradym Wealth include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Paradym Wealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 74/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 73/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 70/100 |
4th | LPL Financial 1989, San Diego (United States), Acquired | Stock brokerage firm | - | 66/100 | |
5th | Provider of software, data, analytics, and related services for financial institutions | - | 65/100 | ||
6th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 64/100 | |
7th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 64/100 | |
8th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 64/100 | |
9th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 63/100 | |
10th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
4499th |  Paradym Wealth 2025, Wyomissing (United States), Unfunded | Provider of investment management and financial planning for private individuals | - | - | 16/100 |
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Paradym Wealth's Investments and acquisitions
Paradym Wealth has made no investments or acquisitions yet.
Reports related to Paradym Wealth
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