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Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning. Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues. Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance.

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Paratus Financial, Inc. Questions

The Paratus Financial, Inc. annual revenue was $6 million in 2024.

Olivia Smith is the Director of Paratus Financial, Inc..

4 people are employed at Paratus Financial, Inc..

Paratus Financial, Inc. is based in Dallas, Texas.

The NAICS codes for Paratus Financial, Inc. are [52393, 52, 523, 5239].

The SIC codes for Paratus Financial, Inc. are [62, 628].

Top Paratus Financial, Inc. Employees

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