“To become a key player in a highly competitive space takes more than expertise. It requires creativity, teamwork and commitment. With Paragon, we found a true marketing partner that delivers just that.” – Chris Doty, Chief Financial Officer, Siepe

Background & Challenge:

Siepe operates at the intersection of the complex, highly innovative and competitive financial technology industry. While the company has experienced early successes as a managed services provider and gained traction with its IT cloud infrastructure, it needed to better articulate its solutions as an overarching brand – not as two separate business lines – and expand its media presence to further elevate its leadership position.
Additionally, the investment community continues to face a number of operational challenges, particularly following the COVID-19 pandemic. Siepe recognized the opportunity to be the leading technology provider for asset managers seeking to streamline operational efficiencies, reduce risk and comply with evolving regulations and market structure.


Through integrated marketing communications and media campaigns, Paragon has defined Siepe as a trusted technology partner that has connected traditional IT infrastructure and software services, providing a flexible and scalable technology suite that mirrors the growth of its clients throughout the fund lifecycle. By engaging and building key relationships with reporters and industry analysts, Paragon has positioned Siepe’s executives as key thought leaders and technology/market structure experts, particularly around the value of connected, clean data and the impacts of technology and the public cloud. In addition, Paragon has revamped Siepe’s website and branding to more effectively tell Siepe’s story, excite clients about Siepe’s current and future product roadmap, and reach a broader audience of potential clients.


Paragon elevated Siepe’s profile and seized the opportunity to capture the industry demand for robust cloud-based providers to create an even more substantial prospect funnel. Since working with Paragon, Siepe has been named winner in four industry awards and was recognized as one of the Tech Titans 2020 Fast Tech Companies. Siepe has been quoted in several financial trade publications, including Waters Technology, HFM Technology, Fund Intelligence, and Hedgeweek. In addition, Paragon secured a broadcast opportunity with Nasdaq Trade Talks to elevate Siepe’s thought leadership around the role technology is playing in the buy-side landscape. As a result of Siepe’s continued success, the Company has added four additional clients to its software platform and 13 new clients to its cloud-based IT infrastructure. Siepe’s total AUM is $150 billion across all clients, up from $110 billion in 2019. Siepe is also rapidly growing and expanding its team, adding 22 employees in 2020and completing its Series A funding round, led by a group of high net worth (HNW) individuals.

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