fpPathfinder
fpPathfinder is a subscription-based financial planning content and checklist platform serving 5,000+ US financial advisors via tiered memberships and CRM integrations, founded in 2018 by Michael Kitces and Mike Lecours.
- Company typePrivate
- Founded2018
- HeadquartersFarmington, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What fpPathfinder does
fpPathfinder is a subscription-based financial planning intelligence platform built for independent and small-firm financial advisors in the United States. The company, founded in 2018 and headquartered in Farmington, Connecticut, distributes a library of 130+ planning guides covering client meeting workflows, compliance-adjacent topics, and advisor practice operations. The core product is organized as authored content and structured checklists that advisors can use directly with clients or white-label under their own firm branding, including an Interactive Checklists module offered at the top membership tier.
The platform is delivered through a web application and is integrated with the dominant advisor technology stack, including CRM systems (Redtail, Wealthbox, Salesforce/XLR8) and complementary planning and marketing tools (Holistiplan, Asset Map, MoneyGuide, RightCapital, Riskalyze, FP Alpha, Snappy Kraken). In 2026 the company extended its distribution model via a partnership with Hamachi.ai, embedding content into a third-party advisor platform.
fpPathfinder operates a three-tier individual subscription model — Essentials ($199/year), Deluxe ($399/year), and Premier ($599/year) — and also offers group memberships for multi-advisor practices. The company is a privately held LLC, has reached 5,000+ active members, and is run without disclosed external venture funding. The business is bootstrapped and tightly scoped: no AI/ML capabilities are disclosed, no acquisitions or major leadership changes beyond the founding team are reported, and the company appears to compete on content quality, brand association with co-founder Michael Kitces, and integration depth rather than on technology differentiation.
fpPathfinder firmographics
Firmographics- Name
- fpPathfinder
- Legal name
- fpPathfinder, LLC
- Website
- https://fppathfinder.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- fpPathfinder is a subscription-based financial planning content and checklist platform serving 5,000+ US financial advisors via tiered memberships and CRM integrations, founded in 2018 by Michael Kitces and Mike Lecours.
- Ownership category
- akta.pro rank
fpPathfinder industry classification
Industry- Product category
- Financial Advisory Practice Software
- NAICS
- Web Search Portals, Libraries, Archives, and Other Information Services (519)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where fpPathfinder is headquartered
LocationHeadquarters
- HQ city
- Farmington
- HQ country
- United States
- HQ region
- North America
Markets served
fpPathfinder business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Memberships: Annual subscription-based revenue model with three tier levels (Essentials $199/yr, Deluxe $399/yr, Premier $599/yr). Includes 30-day money-back guarantee with prorated upgrades between tiers. One-year non-exclusive license terms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essentials: Core guide access for individual advisors |
| Subscription | Annual | Deluxe: White-label guides and marketing rights |
| Subscription | Annual | Premier: Full platform with interactive tools and CRM integrations |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
fpPathfinder product offering
Product offeringCore offering
fpPathfinder is a web-based financial planning guidance platform that gives financial advisors access to a library of more than 130 white-labeled flowcharts, checklists, and summary guides covering tax, retirement, insurance, estate, and life-event planning. The platform is delivered through three tiered annual membership subscriptions (Essentials, Deluxe, and Premier) that add progressively white-label branding, client engagement tools, interactive checklists with CRM integrations, and personalized client deliverable reports. It is sold directly to individual advisors, RIAs, and financial planning firms on a self-serve basis with optional group pricing.
Product overview
fpPathfinder is a financial planning intelligence platform that provides professional financial advisors with white-labeled educational content in three formats — flowcharts, checklists, and summary guides — organized across 130+ planning topics spanning tax planning, retirement, estate planning, insurance, and client service. The platform is delivered through three tiered annual memberships: Essentials ($199/yr) for PDF guide access; Deluxe ($399/yr) adding white-labeling, the Client Engagement Builder, and single Client Deliverable Reports; and Premier ($599/yr) further adding Interactive Checklists with CRM integrations (Redtail, Wealthbox, Salesforce FSC, XLR8), bulk report generation, and integrations with financial planning tools (Holistiplan, Asset Map, Moneytree, Income Lab) and marketing platforms (Snappy Kraken). Additional offerings include the Guide Recommendation Tool and Guide Email Starters templates.
Differentiator
Problem solved
Functional benefit
Products and services
- Essentials Membership Entry-level annual subscription product priced at $199/yr that gives individual financial advisors access to 130+ financial planning flowcharts, checklists, and summary guides with PDF downloads for in-person client meetings, client communications by email, and a 30-day money-back guarantee. Does not include white-labeling or public-facing digital distribution rights.
- Deluxe Membership Mid-tier annual subscription product priced at $399/yr that includes all Essentials features plus white-label branding of guides with the advisor's logo and firm colors, digital sharing rights for websites and social media, the Client Engagement Builder tool, and Single Client Personalized Deliverable Reports for branded client-facing materials.
- Premier Membership Top-tier annual subscription product priced at $599/yr that includes all Deluxe features plus Interactive Checklists (editable, hideable, addable questions), CRM integrations with Redtail, Wealthbox, Salesforce Financial Services Cloud, and XLR8, bulk Client Deliverable Report generation via CSV upload, and the Single Report Client Deliverable.
- Financial Planning Flowcharts Decision-tree visual guides that walk clients through complex financial planning questions such as IRA contribution eligibility, Roth conversion decisions, and Medicare enrollment, downloadable as PDFs for use during client meetings. Available to all fpPathfinder members and white-labelable in the Deluxe and Premier tiers.
- Financial Planning Checklists
Quantifiable outcome
- 5,000+ active advisor members
- +1 more outcomes
Companies that use fpPathfinder
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
fpPathfinder technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration25 records
Feature7 records
fpPathfinder partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Hamachi.aicoreIntegration partnership where fpPathfinder's planning guides, checklists, and supporting materials are embedded directly into the Hamachi Command Center platform, delivering context-aware, compliance-aligned financial planning guidance within advisor workflows.
- HolistiplancoreIntegration partnership allowing fpPathfinder guides to work alongside Holistiplan's tax planning software for comprehensive financial planning workflows.
- Asset MapcoreIntegration partnership with asset visualization tool enabling seamless planning workflow between platforms.
- MoneytreecorePartnership with Moneytree Solutions financial planning software for enhanced advisor-client engagement through knowledge integration.
- Redtail/OrioncoreCRM integration allowing Premier members to log notes, tasks, and planning opportunities directly from fpPathfinder into Redtail CRM workflows.
- WealthboxcoreCRM integration enabling Wealthbox users to capture notes from fpPathfinder interactive checklists directly to client records.
- Salesforce Financial Services CloudcoreIntegration with Salesforce FSC allowing advisors to log client notes and planning opportunities from fpPathfinder into Salesforce workflows.
- Snappy KrakenminorMarketing automation partnership for financial advisors enabling integrated marketing campaign capabilities.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
fpPathfinder competitors and assessment
Company assessmentDirect peers
- RightCapital: Financial planning software for RIAs and fee-only advisors, with goal-based planning, tax, and retirement modules. Directly comparable as a planning tool sold to the same advisor buyer, with overlapping CRM and planning-tool integration patterns.
- MoneyGuide Pro: Goal-based financial planning software widely used by financial advisors to build client plans and run Monte Carlo analyses. Competes with fpPathfinder for the same advisor seat and is itself listed as an integration partner.
- eMoney Advisor: Comprehensive financial planning platform for advisors offering client portals, aggregation, and planning tools. Directly competes for the same RIA/wealth management buyer and shares the planning-content-and-client-engagement space.
- Holistiplan: Tax planning software built specifically for financial advisors, integrating with planning workflows. Directly comparable as a best-in-class point solution serving the same advisor customer base and a current fpPathfinder integration partner.
- Asset Map: Visual financial planning tool that produces household balance-sheet maps for advisor client conversations. Directly comparable in client-engagement use cases and is a current fpPathfinder integration partner.
- Income Lab: Retirement income planning software for advisors that models sustainable withdrawal strategies. Comparable as a planning point solution serving the same advisor buyer and is a current fpPathfinder integration partner.
- Nitrogen (formerly Riskalyze): Risk tolerance, investment proposal, and client engagement platform for advisors. Directly comparable as a planning-and-engagement point solution and listed in fpPathfinder's onboarding tech stack.
- Snappy Kraken: Marketing automation and content platform purpose-built for financial advisors. Comparable in delivering advisor-facing content and engagement assets, and is a current fpPathfinder marketing partner.
- FMG Suite: Marketing, content, and website platform for financial advisors providing curated campaigns and educational materials. Comparable in offering advisor-facing content libraries for client engagement and listed in fpPathfinder's onboarding stack.
- EncorEstate Plans: Estate planning software and document preparation for financial advisors. Comparable as a planning point solution serving the same advisor buyer and listed in fpPathfinder's onboarding tech stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
fpPathfinder social profiles
Digital presencefpPathfinder financial estimates
Financial estimateRevenue estimate
Valuation estimate
fpPathfinder leadership team
Management profileNumber of profiles
Profiles4 records
fpPathfinder funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
fpPathfinder M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about fpPathfinder
What does fpPathfinder do?
fpPathfinder is a web-based financial planning guidance platform that gives financial advisors access to a library of more than 130 white-labeled flowcharts, checklists, and summary guides covering tax, retirement, insurance, estate, and life-event planning. The platform is delivered through three tiered annual membership subscriptions (Essentials, Deluxe, and Premier) that add progressively white-label branding, client engagement tools, interactive checklists with CRM integrations, and personalized client deliverable reports. It is sold directly to individual advisors, RIAs, and financial planning firms on a self-serve basis with optional group pricing.
Is fpPathfinder a public or private company?
fpPathfinder is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was fpPathfinder founded?
fpPathfinder was founded in 2018. It employs 1 to 10 people.
Where is fpPathfinder based?
fpPathfinder is headquartered in Farmington, United States, in the North America region.
How does fpPathfinder make money?
One revenue line is on record: subscription Memberships.
Who are fpPathfinder's main competitors?
Direct peers on record are RightCapital, MoneyGuide Pro, eMoney Advisor, Holistiplan, Asset Map, Income Lab, Nitrogen (formerly Riskalyze), Snappy Kraken, FMG Suite and EncorEstate Plans.
Does fpPathfinder have an API?
No public API is recorded for fpPathfinder.
What industry is fpPathfinder in?
fpPathfinder's product category is Financial Advisory Practice Software. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 519 and its SIC code is 6282.