Paragon Wealth Strategies, LLC
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Paragon Wealth Strategies, LLC - overview
Established
2004
Location
Jacksonville, FL, US
Primary Industry
Financial Services
About
Based in Florida, US, and founded in 2004, Paragon Wealth Strategies, LLC is a provider of financial services that specializes in wealth management, investment management, estate, retirement, and financial planning for individuals and families. In December 2023, Mercer Global Advisors, Inc. , a portfolio company of Harvest Partners and Altas Partners, acquired Paragon Wealth Strategies, LLC. The company offers a wide range of services, such as wealth management, investment management, market crash protection, retirement planning, 401K rollovers and management, financial planning, and service models and fees.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.wealthguards.com/
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Paragon Wealth Strategies, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Paragon Wealth Strategies, LLC | - |
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