Pathfinder Wealth Management, Inc. - Crunchbase Company Profile & Funding

Overview

Pathfinder Wealth Management, Inc.

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Pathfinder Wealth Management, Inc.

CB Rank

3405214

Pathfinder Wealth Management, Inc. (PWM) is a registered investment advisor with the State of Illinois.

Founded

obfuscation

Private

Rockford, Illinois, United States

1-10

www.pathfinderwealth.com/

Financial Services

Wealth Management

Details

Operating Status

Active

Company Type

For Profit

Founders

Rick Blosser

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning

Guidance on preparing for retirement, including strategies to ensure financial security and comfort during retirement years.

Estate Planning

Assistance with creating plans to manage and distribute assets after death, including wills, trusts, and beneficiary designations.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

Active Website Tech Count

Pathfinder Wealth Management, Inc.

is actively using

technologies for its website, according to BuiltWith. These include

SPF

U.S. Server Location

, and

Facebook Domain Verification

Total IP

Pathfinder Wealth Management, Inc.

has

registered trademark in the '

Insurance; financial affairs

' class, according to IPqwery.

Lists Featuring This Company

Illinois Wealth Management Companies

672 Number of Organizations • $7.1B Total Funding Amount • 44 Number of Investors

Rockford Companies

684 Number of Organizations • $102.1M Total Funding Amount • 30 Number of Investors

Great Lakes Wealth Management Companies

3,626 Number of Organizations • $41.4B Total Funding Amount • 222 Number of Investors

Midwestern US Wealth Management Companies

3,046 Number of Organizations • $14.4B Total Funding Amount • 107 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Pathfinder Wealth Management, Inc.

's headquarters?

Pathfinder Wealth Management, Inc.

is located in

Rockford, Illinois, United States