About ClearPath Financial
ClearPath Financial is a Technology company based in Barrington (United States) founded in 2017 by Stan Nieminski, and was acquired by Fortis Capital in April 2024. Wealth management solutions are provided through a financial planning platform. Its Indian entity Fdc Web Technologies Private Limited reported revenue of ₹10.79 Cr. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
ClearPath Financial was founded in 2017 and is headquartered in Barrington, United States. The company operates in the financial services sector as a platform for wealth management. Services include investment guidance, insurance arrangements, estate planning, retirement strategies, and tax optimization. These offerings are designed to support clients in various financial planning needs across the region.
- Headquarters Barrington, United States
- Founders Stan Nieminski
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website cpathfinancial.com
- Social LinkedIn X Facebook
- Acquired by Fortis Capital (Apr 2024)
- Legal Name Fdc Web Technologies Private Limited
- Date of Incorporation 07 Jun, 2018
- Jurisdiction Kanayannur, Kerala, India
- Indian entity revenue₹10.79 Cr
FY 2025 · +28% YoY
- Indian entity net profit₹1.55 Cr
FY 2025 · 14% margin
- Indian entity EBITDA₹2.20 Cr
FY 2025 · 20% margin
- Investors
- Acquired byFortis Capital
(Apr 2024)
Associated legal entities of ClearPath Financial
ClearPath Financial operates through Fdc Web Technologies Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Fdc Web Technologies Private Limited CIN U72900KL2018FTC053590 | Active | 07 Jun 2018 | Kanayannur, Kerala | ₹10.8 Cr | 2 | View details |
Investors in ClearPath Financial
ClearPath Financial has secured backing from 1 investor. Prominent investors backing the company include Fortis Capital Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers tailored investment advice and financial guidance to individuals and businesses. | 2020 | fortiscapitaladvisors.com |
Investor details for ClearPath Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Fdc Web Technologies Private Limited (ClearPath Financial)
Fdc Web Technologies Private Limited is the primary company behind ClearPath Financial. The board of Fdc Web Technologies Private Limited currently have 2 directors; the longest-serving is Alexis Berno, appointed in 2018. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Alexis Berno DIN 08152516 | Director | 07 Jun 2018 | 8 yrs 4 mo | Fdc Web Technologies Private Limited |
| Sreeja Sreeram DIN 10042399 | Managing Director | 14 Feb 2023 | 3 yrs 8 mo | Fdc Web Technologies Private Limited |
People of ClearPath Financial
1 people are tracked at ClearPath Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Stan Nieminski | Founder | Leadership |
Complete people profiles for ClearPath Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Financials of ClearPath Financial
Figures of Fdc Web Technologies Private Limited, the primary company behind ClearPath Financial, for FY 2025. Revenue was ₹10.79 Cr (+28% year on year). Net profit was ₹1.55 Cr (14% margin). EBITDA was ₹2.20 Cr (20% margin). Revenue has grown at a compounded annual rate of +14% over three years and +31% over five years.
- ₹10.79 CrRevenue · FY 2025 · +28% YoY
- ₹1.55 CrNet profit · 14% margin
- ₹2.20 CrEBITDA · 20% margin
- ₹9 LakhPaid-up capital
- +14%Revenue CAGR, 3 years
- +31%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Fdc Web Technologies Private Limited are on its company page.
Detailed financial statements for ClearPath Financial
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
- Financial ratios
- Five-year trends
- Downloads
Verified entity values are shown only after access is granted.
Timeline of ClearPath Financial
2 dated milestones of ClearPath Financial across 7 years, from founding to its latest funding, stage changes and deals.
- Founded ClearPath Financial is founded.
- Exit Acquired by Fortis Capital.
Competitors of ClearPath Financial
ClearPath Financial has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of ClearPath Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of ClearPath Financial
The website of ClearPath Financial (cpathfinancial.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▼ 35% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as ClearPath Financial (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Clearpath Financial
Complete news archive for ClearPath Financial
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about ClearPath Financial
ClearPath Financial was founded in 2017.
ClearPath Financial is headquartered in Barrington, United States. It is registered at Barrington, Illinois, United States.
The primary company behind ClearPath Financial, Fdc Web Technologies Private Limited, reported revenue of ₹10.79 Cr for FY 2025, up 28% year on year.
ClearPath Financial was founded in 2017 and is headquartered in Barrington, United States. The company operates in the financial services sector as a platform for wealth management. Services include investment guidance, insurance arrangements, estate planning, retirement strategies, and tax optimization. These offerings are designed to support clients in various financial planning needs across the region.
ClearPath Financial's top competitors include The Tifin Group, Ascensus and Farther.
ClearPath Financial has 1 investor. Key investors include Fortis Capital Advisors.
ClearPath Financial operates through Fdc Web Technologies Private Limited.
Yes. ClearPath Financial was acquired by Fortis Capital in April 2024.
The legal entities of ClearPath Financial currently have 2 directors, including Alexis Berno, Sreeja Sreeram.