Financial Pathways
Business Services · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
7820 N Point Blvd Ste 100, Winston Salem...Phone Number
(336) 896-1191Website
www.financialpaths.orgRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Financial Pathways
Financial Pathways of the Piedmont offers a range of financial services and resources aimed at helping individuals achieve financial wellbeing. Their services include budgeting, credit counseling, debt management, homeownership assistance, and financial education tailored for various demographics, including seniors. The organization is dedicated to providing trustworthy guidance to clients facing financial challenges, ensuring they can prosper and reach their financial goals. They also offer workshops and online learning opportunities to enhance financial literacy within the community.Explore more
Financial Pathways Org Chart
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Revenue
Number of Employees
Type
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Company Profile Activity
Activity Insights
Financial Pathways is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Financial Pathways is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Financial Pathways.
Financial Pathways financials insights
Gather financial insights about Financial Pathways, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$167K
Financial Pathways Tech Stack
A closer look at the technologies used by Financial Pathways
Most Recent Scoops
Project
An internal source has indicated that the organization's largest upcoming technology-based initiative will focus on a new customer relationship management (CRM) system.
CRM, Enterprise Software, Software
Project
An internal source in Financial Planning has indicated that the organization is in the midst of initiatives related to customer relationship management (CRM). Financial Pathways is currently evaluating Salesforce CRM.
CRM, Financial Planning, Sales
Project
An internal source in Financial Planning has indicated that the organization is in the midst of initiatives related to forecasting. Financial Pathways is currently evaluating vendors to support these efforts. The organization is interested in QuickBooks in this area.
Financial Planning, Forecasting
Project
An internal source in Financial Planning has indicated that the organization is in the midst of initiatives related to data storage and management. Financial Pathways is currently evaluating vendors to support these efforts.
Storage, Financial Planning
Project
Accounting, Financial Planning, Audit
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Financial Pathways of the Piedmont offers a range of financial services and resources aimed at helping individuals achieve financial wellbeing. Their services include budgeting, credit counseling, debt management, homeownership assistance, and financial education tailored for various demographics, including seniors. The organization is dedicated to... Read More
