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Pathfinder Wealth Consulting Logo
Pathfinder Wealth Consulting Growth Score
67
CB Rank
553397
Heat Score
42
Pathfinder Wealth Consulting provides tax, risk management, insurance, investment, and financial planning services.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 www.pathfinderwc.com/
Financial Services
Impact Investing
Risk Management
Overview

Pathfinder Wealth Consulting
Growth Score
67
Heat Score
42

Growth Score67
-14 pts
in past quarter
Heat Score 42
-25 pts
in past quarter

Company Performance Metrics

Score
Trend
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Pathfinder Wealth Consulting

CB Rank
553397
Pathfinder Wealth Consulting provides tax, risk management, insurance, investment, and financial planning services.
Founded
obfuscation
Private Wilmington, Delaware, United States1-10 www.pathfinderwc.com/
Financial Services
Impact Investing
Risk Management

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number +1 910 793-0616
Contact Email jason@pathfinderwc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Financial Planning
A service that creates comprehensive financial plans to help clients make informed decisions and achieve long-term financial goals.
Retirement Planning
A service focused on helping clients transition from paycheck dependency to financial independence by planning for retirement income and expenses.

Unlock More with Crunchbase Pro
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  • 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 Employee Profiles 2 Contacts 10

Employee Profiles

News

News and Press

News•Mar 9, 2026
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News•Nov 5, 2025
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News•Oct 20, 2025
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News•Aug 1, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

89
-32.06%
 in past month

IT Spend

$70.6KThis year, Pathfinder Wealth Consulting is projected to spend $70.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Advocacy Programs Logo
Advocacy Programs
87
Design Software Logo
Design Software
86
TED (Technology, Entertainment, Design) Logo
TED (Technology, Entertainment, Design)
84

Active Website Tech Count

25Pathfinder Wealth Consulting is actively using 25 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Common Crawl.
Sub-Organizations
Frequently Asked Questions

Where is Pathfinder Wealth Consulting's headquarters? Pathfinder Wealth Consulting is located in Wilmington, Delaware, United States.Who are Pathfinder Wealth Consulting's competitors? Alternatives and possible competitors to Pathfinder Wealth Consulting may include HighTower Advisors, Creative Planning, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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