Pathfinder Finance

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

100 Spectrum Center Dr Ste 900, Irvine, ...

Phone Number

(949) 939-7022

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Pathfinder Finance

PathFinder Finance and Insurance Solutions offers a range of financial services including retirement income planning, life transition planning, legacy and estate planning, multi-generational planning, senior care planning, and tax planning strategies. Their services are designed to assist clients in achieving long-term financial objectives, particularly during significant life changes. The company aims to help families preserve wealth and create effective wealth transfer strategies while providing guidance on financial and care needs. Led by John Menzies Clark, who has extensive experience in personal finance, the firm caters to individuals and families seeking comprehensive financial planning.Explore more
Popular SearchesPathfinder FinancePathfinderSIC Code 62,628NAICS Code 52,523Show more

Is Pathfinder Finance your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Pathfinder Finance

Compare insights from companies similar to Pathfinder Finance, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathfinder Finance

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2010
JS
Jared SteinChief of Staff
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
MC
Michael CalzolanoManaging Member and Principal
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pathfinder Finance is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pathfinder Finance is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pathfinder Finance.

Pathfinder Finance Tech Stack

A closer look at the technologies used by Pathfinder Finance

Top Finance Companies

Frequently Asked Questions Regarding Pathfinder Finance

What is Pathfinder Finance's official website?
Pathfinder Finance's official website is www.pathfinderfin.com
What is Pathfinder Finance's Revenue?
Pathfinder Finance's revenue is <$5 Million
What is Pathfinder Finance's SIC code?
Pathfinder Finance's SIC: 62,628
What is Pathfinder Finance's NAICS code?
Pathfinder Finance's NAICS: 52,523
How many employees does Pathfinder Finance have?
Pathfinder Finance has 1-10 employees
What industry does Pathfinder Finance belong to?
Pathfinder Finance is in the industry of: Finance, Insurance, Securities Trading
What is Pathfinder Finance competition?
Pathfinder Finance top competitors include: Copper Canyon Wealth Management, Capital Bay, Rogers Financial Group, Encompass Wealth Management
What technology does Pathfinder Finance use?
Some of the popular technologies that Pathfinder Finance uses are: Google Cloud Web Serving, Google Cloud Platform, SiteGround Email Hosting
How do I contact Pathfinder Finance?
Pathfinder Finance contact info: Phone number: (949) 939-7022 Website: www.pathfinderfin.com
What does Pathfinder Finance do?

PathFinder Finance and Insurance Solutions offers a range of financial services including retirement income planning, life transition planning, legacy and estate planning, multi-generational planning, senior care planning, and tax planning strategies. Their services are designed to assist clients in achieving long-term financial objectives, particu... larly during significant life changes. The company aims to help families preserve wealth and create effective wealth transfer strategies while providing guidance on financial and care needs. Led by John Menzies Clark, who has extensive experience in personal finance, the firm caters to individuals and families seeking comprehensive financial planning.Read More

Is Pathfinder Finance a public company?
Pathfinder Finance is private company therefore does not currently have an official ticker symbol
See more information about Pathfinder Finance

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.