fpPathfinder

Wealth Management TechPlanning ChecklistsLow PriorityNot Contacted
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Overview

Financial planning checklists, flowcharts, and guides for advisors to lead client conversations

Core Product

Planning checklists and guides

Strategic Fit for DCC

Planning checklists could add Bitcoin planning guides (tax strategies, estate planning, security)

Integration Potential

Bitcoin planning guides

Leverage Type:Content distribution

Financial Profile

Estimated Revenue
$3M-$8M
Valuation Range
$15M-$30M
Revenue Model
SaaS subscription
Profitability
Profitable
Recurring Revenue Strength
Subscription-based

Risk Assessment

Very small scale

Company Information

Headquarters
United States
Founded
2016
Employees
5-20
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
Bootstrapped

Leadership

CEO
TBD
Research Date
2026-02-24