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FiPath logo — Empowering users to take control of their financial futures...

FiPath

Empowering users to take control of their financial futures with independent retirement planning advice and tools

Founded 2008 United States Alpharetta, United States 2 employees Series A Total: $505.00K Advertising, Finance +2

General Information

Company Name FiPath
Founded Year 2008
Location United States Alpharetta, United States
Employees 2
Industries Advertising, Finance, Financial Services +1
Funding Stage Series A
Social

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About FiPath

FiPath is a financial technology startup that aims to empower users to take control of their financial futures. Founded in 2008 in the United States by University of Georgia graduates Mike Rowan and Corbett Gilliam, the company initially operated under the name eRollover.com. It was established in response to the founders' frustration with the diminishing value of their IRAs and 401(k)s and the lack of clear guidance in retirement planning. FiPath offers extensive, independent, and unbiased retirement planning content and analytical tools, catering to individuals aged 29 to 49, known as Gen X, who frequently change jobs and may have multiple retirement accounts. The company's focus on serving an internet-savvy audience is reflected in its use of social media marketing, leveraging platforms such as Facebook, Twitter, LinkedIn, and YouTube to reach its target demographic. Additionally, FiPath for Advisors™ provides a comprehensive online marketing solution for financial advisors, offering resources such as social media tools, member matching algorithms, client webinars, contributed content, external lead generation, and a platform to connect with a community of qualified prospects. In June 2010, FiPath secured a $505.00K Series A investment from Imlay Investments. The company's positioning as an impartial and trustworthy source in retirement planning, coupled with its tailored approach for Gen X individuals and financial advisors, reflects its potential in the competitive fintech and financial services industry. FiPath's headquarters are located in Atlanta, and it offers free membership to its platform, enhancing its appeal to a wide range of users.

Business keywords: retirement planning, financial advice, investment tools, independent advice, IRA management, 401(k) management, financial education, online community, financial advisor services, Gen X audience, internet-savvy, Atlanta-based, financial empowerment

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $505.00K 1
Imlay Investments
23 Jun 2010

FiPath Alternatives & Competitors

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FiPath vs
Elite Financial Network, Inc.
Elite Financial Network, Inc. United States

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12 employees
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FiPath vs
Personal Capital
Personal Capital United States

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live...

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FiPath vs
The Retirement Group LLC
The Retirement Group LLC United States

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10 employees
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FAQ About FiPath

Empowering users to take control of their financial futures with independent retirement planning advice and tools
FiPath was founded in 2008.
FiPath is headquartered in Alpharetta, United States.
FiPath operates in Advertising, Finance, Financial Services and Fintech. Its work centres on retirement planning, financial advice, investment tools and independent advice.
FiPath has approximately 2 employees.
FiPath has completed 1 funding round, raising a total of $505.00K. The latest funding stage is Series A.
Top alternatives and competitors to FiPath include Elite Financial Network, Inc., Personal Capital, The Retirement Group LLC, Compare Wealth Managers, Prosperity Financial Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
FiPath and Elite Financial Network, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for FiPath, https://bouncewatch.com/company/fipath, updated 11 October 2024. When citing, please name BounceWatch and link this page.

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