Paradigm Financial Partners
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
315 Post Rd W Ste 2A, Westport, Connecti...Phone Number
(203) 221-3085Website
www.pfpartners.comRevenue
$7.1 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1
About Paradigm Financial Partners
Trivium Point Advisors specializes in integrated wealth management, tax, and business advisory services tailored for high-achieving individuals and families. The firm addresses the complexities of wealth accumulation by providing a unified strategy that encompasses investments, tax planning, and business growth. By positioning itself as a strategic hub, Trivium Point aims to simplify clients' financial decisions and enhance overall efficiency. The company is designed for successful families seeking clarity and coordination in their financial planning.Explore more
Paradigm Financial Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Paradigm Financial Partne...
$7.1M
11-50
Private
<$5M
2018
GR
Gerlind RoeslerDirector, Investment Operations
Company Profile Activity
Activity Insights
Paradigm Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Paradigm Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paradigm Financial Partners.
Paradigm Financial Partners financials insights
Gather financial insights about Paradigm Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Paradigm Financial Partners Tech Stack
A closer look at the technologies used by Paradigm Financial Partners
Most Recent Scoops
Mergers & Acquisitions (M&A)
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Project
A mid-level source in Accounting has indicated that the organization has completed initiatives related to document scanning & signing within the last nine months.
Accounting, Document Management
Project
Accounting, Financial Planning, Sales, Billing & Invoice
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Frequently Asked Questions Regarding Paradigm Financial Partners
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Trivium Point Advisors specializes in integrated wealth management, tax, and business advisory services tailored for high-achieving individuals and families. The firm addresses the complexities of wealth accumulation by providing a unified strategy that encompasses investments, tax planning, and business growth. By positioning itself as a strategic... Read More
