FiPath

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

General Information
Company Name
FiPath
Founded Year
2008
Location (Offices)
Alpharetta, United States +1
Founders / Decision Makers
Number of Employees
2
Industries
Advertising, Finance, Financial Services +1
Funding Stage
Series A
Social Media

FiPath - Company Profile

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.

Taxonomy: 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 of FiPath (1)

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Funding Stage Amount No. Investors Investors Date
Series A $505.00K 1 Imlay Investments 23 Jun 2010

Latest News of FiPath

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No recent news or press coverage available for FiPath.

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