Paradigm Direct

Paradigm Direct offers a comprehensive suite of financial products and services aimed at empowering small business owners and entrepreneurial families, focusing on investment strategies and financial literacy. Paradigm Direct specializes in delivering financial solutions to small business owners and families. Founded by Tim Jasinski, the company is headquartered in Roswell, US. In November 2000, Paradigm Direct was sold to Mosaic Group for USD 102 mn.

Steve Thorne currently serves as the CEO. Paradigm Direct specializes in providing a comprehensive suite of financial products and services designed to support small business owners and entrepreneurial families. Their core offerings encompass investment and trading techniques, tax and estate planning, retirement solutions, insurance products, and credit card/merchant processing services. By positioning themselves as a direct-to-consumer provider, Paradigm Direct eliminates the middleman, ensuring that their clients receive tailored services aimed at increasing financial literacy and stability.

The company serves a diverse demographic, primarily targeting small business owners across the United States, with a particular emphasis on underserved communities. Their mission is to empower individuals by changing perceptions about financial futures, thus fostering a proactive approach to asset management. Paradigm Direct generates revenue through a blend of direct-to-consumer sales and partnerships, leveraging its extensive product offerings to engage its client base effectively. The business model includes structured transactions where customers invest in various financial services, potentially encompassing subscription-based financial guides or one-time fees for estate planning consultations.

Clients might enroll in a retirement planning service, subsequently paying a fee for ongoing financial consulting and asset management. While specific pricing plans for each service are not publicly detailed, the company emphasizes providing competitive financial solutions aimed at maximizing customer value. The revenue channels are designed to support the mission of promoting financial wellness and stability among small businesses and families, aligning with their goal of accessible financial education and services. Following the recent sale to Mosaic Group in November 2000, Paradigm Direct intends to utilize the proceeds from the USD 102 mn deal to support further development of financial products tailored for small business owners.

Plans include launching enhanced investment and financial planning services to better serve their client base. The company is also exploring opportunities for expansion into new geographic markets across North America, with a focus on underserved communities by 2025.