About ClearPath Financial
ClearPath Financial is a company based in Barrington (United States) founded in 2017 by Stan Nieminski was acquired by Fortis Capital in April 2024. ClearPath Financial operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Barrington, United States
- Founders Stan Nieminski
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Sectors
Technology
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Phone
Locked
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Website
Locked
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Social
Locked
- Jurisdiction Kanayannur, Kerala, India
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Annual Revenue
$981.41 K (USD)13.53as on Mar 31, 2024
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Net Profit
$126.73 K (USD)5.53as on Mar 31, 2024
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EBITDA
$202.53 K (USD)10.5as on Mar 31, 2024
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Fortis Capital
(Apr 09, 2024)
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Funding Insights of ClearPath Financial
Detailed funding history for ClearPath Financial
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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 |
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Offers tailored investment advice and financial guidance to individuals and businesses.
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Investor details for ClearPath Financial
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Investments & Acquisitions by ClearPath Financial
Investment portfolio details for ClearPath Financial
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Financial Statements - ClearPath Financial
Detailed financials for ClearPath Financial
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Clearpath Financial Comparisons
Peer comparison for ClearPath Financial
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Competitors of ClearPath Financial
ClearPath Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of ClearPath Financial
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Latest news on Clearpath Financial
Complete news archive for ClearPath Financial
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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.
Annual revenue of ClearPath Financial is $981.41K as on Mar 31, 2024.
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.