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Pathworks Financial Logo
Pathworks Financial CB Rank
296202
Heat Score
80
Pathworks Financial is a financial services firm that offers wealth management, Investment, and retirement planning services.
Founded
obfuscation
Private Novi, Michigan, United States1-10 pathworksfinancial.com
Financial Services
Retirement
Wealth Management
Overview

Pathworks Financial
Heat Score
80

Growth Score
pts
in past quarter
Heat Score 80
34 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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+2 more milestones
See more interactive data and historical milestones on desktop for the best experience

About Pathworks Financial

CB Rank
296202
Pathworks Financial is a financial services firm that offers wealth management, Investment, and retirement planning services.
Founded
obfuscation
Private Novi, Michigan, United States1-10 pathworksfinancial.com
Financial Services
Retirement
Wealth Management

Details

Legal Name Pathworks Financial, Inc
Operating Status Active
Company Type For Profit
Phone Number +1 248 946 4515
Contact Email contactus@pwfin.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create comprehensive financial plans to manage their finances and achieve their financial goals.
Wealth Management
A service focused on managing and growing clients' investment portfolios and overall wealth.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•May 15, 2026
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News•May 15, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$203.1KThis year, Pathworks Financial is projected to spend $203.1K on IT, according to Aberdeen.

Active Website Tech Count

9Pathworks Financial is actively using 9 technologies for its website, according to BuiltWith. These include HSTS, Google Maps, and  Amazon.
Sub-Organizations
Frequently Asked Questions

Where is Pathworks Financial's headquarters? Pathworks Financial is located in Novi, Michigan, United States.Who are Pathworks Financial's competitors? Alternatives and possible competitors to Pathworks Financial may include Charles Schwab, Fidelity, and  LPL Financial.
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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