|Description||Retirement Planning Portal|
|Series A, 6/10 |
FiPath.com (www.FiPath.com), formerly eRollover.com, was formed in 2008 by Mike Rowan and Corbett Gilliam, University of Georgia grads who were frustrated by diminished value in their IRA’s and 401(k)’s, and not knowing what to do. Recognizing the need for an unbiased, trusted source in the retirement planning arena, they formed eRollover.
FiPath provides comprehensive, independent, unbiased retirement planning content, and analytical tools, so consumers can take control of their retirement planning. We’re the only integrated online community of consumers and advisors. Through the power of choice, members find everything they need to make better, more informed decisions to take control of their financial future. Information is packaged in a digestible format so that all type of consumers â€“ from the do it yourselfer, to those who prefer guidance along the way â€“ can make better, more informed decisions.
We’ve targeted Gen X-er’s, 29 to 49 year olds with a penchant for changing jobs with some regularity, resulting in multiple 401(k)’s or IRA’s. They don’t really know what these retirement funds are. They donâ€™t know what to do with them. They have a basic mistrust of Wall Street/big financial services companies. So they turn to the internet for answers and find FiPath!
Understanding our targeted members are internet savvy, we use social media marketing methods to reach them, including facebook (www.fipath.com/facebook), twitter (www.fipath.com/twitter), and linkedin (www.fipath.com/linkedin). We even have a YouTube channel (www.fipath.com/youtube)!
FiPath for Advisorsâ„¢ (www.FiPath.com/Advisors), a service of FiPath, is a total online marketing solution that provides a full complement of resources for financial advisors to connect with and attract high quality clients. We help financial advisors take full advantage of social media and the latest Internet technologies, in addition to providing direct connections with a community of qualified prospects through an algorithm member match, client webinars, contributed content, external lead generation, and â€œAsk an Advisorâ€). FiPath for Advisorsâ„¢ makes it easy for financial advisors to connect with consumers and other financial advisors, making it a one-stop shop for all their online marketing needs.
FiPath is headquartered in Atlanta. Membership is free.