Paragon Advisor
Paragon Advisors, LLC Finance iPhoneiPadiPod touch
Paragon Advisor is a free Finance app for iPhone and iPad by Paragon Advisors, LLC. Rated 5.0/5 from 5 ratings. Requires iOS 15.6. Updated February 4, 2026.
- Rating
- 5.0
- 5 ratings
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 4
- 2026 · v5.22.1
Screenshots
About Paragon Advisor
Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Ratings & reviews
5.0
5 ratings
What’s new
Version 5.22.1 · Updated February 4, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
App privacy
The developer, Paragon Advisors, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
Used for: Analytics
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Identifiers: Device ID
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics
Alternatives to Paragon Advisor
Looking for apps like Paragon Advisor? Here are 6 similar apps on the App Store. The highest rated is Catalyst FP (5.0/5), and all 6 are free to download.
-
Paragon Invest
-
Catalyst FP
5.0
-
Consortium Wealth
-
Pontera Connect
-
Core Bank Business
3.3
-
Global One Bank Mobile
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Paragon Advisor | 5.0 / 5 (5 ratings) | Free | February 4, 2026 | |
| Paragon Invest | – | Free | Jul 19, 2026 | Compare |
| Catalyst FP | 5.0 / 5 (2) | Free | Feb 5, 2026 | Compare |
| Consortium Wealth | – | Free | Oct 29, 2026 | Compare |
| Pontera Connect | – | Free | Sep 2, 2025 | Compare |
| Core Bank Business | 3.3 / 5 (3) | Free | Oct 26, 2026 | Compare |
| Global One Bank Mobile | – | Free | Oct 1, 2025 | Compare |
Compare Paragon Advisor with the top alternatives: ratings, updates, ASO score and keyword gaps →