What GoalPath does

GoalPath Solutions, LLC is an independent Registered Investment Adviser (RIA) headquartered in Overland Park, Kansas, founded in 2022 as an LLC (with broader firmographic activity dating to 2018). The company operates a financial advisor success platform that enables independent advisors to deliver fiduciary-focused workplace retirement plans, financial wellness programs, and personal wealth planning services to employer plan sponsors and their plan participants. GoalPath's primary customer is the independent financial advisor, with employers and retirement plan participants as downstream beneficiaries.

The company's core product is the GoalPath Fi360 Funds series — target date collective investment trusts (CITs) covering 2020-2060 vintages in Conservative, Moderate, and Aggressive risk profiles, with an Index Series added in 2026. Investment selection applies Broadridge's Fi360 Fiduciary Score methodology to a 20,000+ fund universe, combining Modern Portfolio Theory statistics with quantitative screens (fees, style consistency, tracking error, diversification) and qualitative review (manager due diligence). The CEFEX-certified back-office service platform layers on Fiduciary Vault (compliance and due diligence archive), Fiduciary Training (ERISA-led workshops), Custom Due Diligence Reporting powered by Fi360, a Financial Wellness Program, and Qualified Financial Planning Lead Generation. Practice Management and Succession Planning extend the offering into advisory-firm lifecycle services.

GoalPath distributes through a Partner Advisor program and four national retirement plan exchange partnerships — Empower, Transamerica, TIAA, and FBSI/OpenChoice — gaining advisors access to programs and pricing described as not directly available to most independent advisors. Revenue is generated through investment management fees on CITs and managed account programs (recurring AUM-based) plus managed-services fees on the back-office platform. The company is affiliated with Two West Advisors under common ownership/management, has 11-50 employees, no disclosed funding rounds, and no disclosed revenue or AUM figures.

Name

GoalPath

Legal name

GoalPath Solutions, LLC

Website

https://goalpathsolutions.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

GoalPath Solutions is an independent RIA operating a CEFEX-certified back-office platform that supplies financial advisors with GoalPath Fi360 Target Date CITs, fiduciary training, due diligence reporting, and financial wellness programs, distributed through Empower, Transamerica, TIAA, and FBSI retirement plan exchanges.

Ownership category

akta.pro rank

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Services: GoalPath operates as an independent Registered Investment Adviser (RIA) providing CITs, model portfolios, and managed account programs for qualified retirement plans. Revenue generated through investment management fees associated with fiduciary-focused retirement plan solutions.
2. Advisor Platform Services: Back-office service platform delivering practice management, lead generation, and financial wellness solutions to help advisors differentiate and scale their practices.

Go-to-market motion1 record

Distribution channels6 records

Marketing channels4 records

Core offering

GoalPath operates as an independent Registered Investment Adviser (RIA) providing a CEFEX-certified back-office service platform paired with the GoalPath Fi360 Funds series — target date collective investment trusts (CITs) from 2020-2060 in Conservative, Moderate, and Aggressive variants plus index versions. The company supports financial advisors and employers in delivering fiduciary-focused workplace retirement plans, financial wellness programs, and personal wealth planning services. Revenue is generated through investment management fees and ongoing advisory service relationships.

Product overview

GoalPath is a financial advisor success platform offering a unified suite of retirement plan and wealth management solutions. The core product is the CEFEX-certified back-office service platform paired with the GoalPath Fi360 Funds series (target date funds from 2020-2060 in Conservative, Moderate, and Aggressive variants, plus index versions). The platform integrates multiple retirement plan exchanges (Empower, Transamerica, TIAA, FBSI) providing Triple Glidepath Target Date CITs, Financial Wellness Programs, Fiduciary Training, Fiduciary Vault, Custom Due Diligence Reporting powered by Fi360, and Qualified Financial Planning Lead Generation. The product ecosystem enables advisors to deliver fiduciary-focused workplace retirement plans while leveraging national partners for exclusive programs and pricing.

Differentiator

Problem solved

Functional benefit

Brands

• GoalPath Fi360 Funds: Target date fund series (2020-2060) using the Fi360 Fiduciary Score for investment selection, available in Conservative, Moderate, and Aggressive risk profiles, as well as Index versions.
• Empower Retirement Plan Exchange
• FBSI Retirement Plan Exchange
• TIAA Retirement Plan Exchange
• Transamerica Retirement Plan Exchange

Products and services

• GoalPath Fi360 Funds Target date fund series designed to manage retirement income risks for retirement plan investors, including 2020-2060 portfolios with Conservative, Moderate, and Aggressive glidepath variants plus index fund versions. Built for financial advisors to use as a QDIA in qualified retirement plans.
• CEFEX-Certified Back-Office Service Platform Back-office service platform for financial advisors delivering investment, practice management, lead generation, and financial wellness solutions under a CEFEX-certified operational standard. Allows advisors to focus on client-facing work while leveraging centralized retirement plan programs and coaching.
• Financial Wellness Program Holistic financial wellness offering including assessments, incentive programs, resource library, virtual meetings, Net Promoter Score tracking, and a gamified financial health score. Includes access to CFP Financial Coaches for employees and custom launch strategies.
• Fiduciary Vault Digital archive service for advisors organizing and storing plan sponsor reporting, Investment Policy Statements, Meeting Minutes templates, and Investment Due Diligence Reporting. Used for compliance documentation and audit response support.
• Fiduciary Training Quarterly live and recorded fiduciary training workshops delivered by ERISA experts, with completion certificates issued and stored in the Fiduciary Vault for advisors and plan sponsors.
• Custom Due Diligence Reporting Plan-specific Fee Benchmarking and Investment Due Diligence Reports powered by Fi360, including Quarterly Monitoring reports, Lowest Cost Share Class Review reports, and Advisor Fee Benchmarker reports for each retirement plan.
• Qualified Financial Planning Lead Generation Lead generation service that connects retirement plan employees requesting financial planning help with advisors, while providing fiduciary-minded education and guidance to other participating employees.
• Practice Management and Succession Planning Advisory services for financial advisors seeking to grow, scale, merge, or plan for succession, including option evaluation and path structuring intended to optimize value for owners, teams, and clients.

Quantifiable outcome

• Scalable fiduciary reviews and rebalancing through Fi360 Score integration
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and secondary.

• Broadridge (Fi360)coreTechnology or IntegrationGoalPath licenses Fi360's Fiduciary Score as a fund selection criterion for use within the GoalPath Fi360 Funds. The Fi360 Fiduciary Score is a peer percentile ranking of investments calculated monthly for investments with at least a three-year history. Fi360 serves as a data provider to GoalPath and is not a sub-advisor to the funds.
• Empower RetirementcoreChannel Partner/ Reseller/ DistributorEmpower Retirement Plan Exchange provides access to Triple Glidepath Target Date CITs, Financial Wellness Program Fulfillment, Fiduciary Training, Fiduciary Vault, Qualified Financial Planning Lead Generation, and Custom Due Diligence Reporting powered by Fi360.
• TIAAcoreChannel Partner/ Reseller/ DistributorTIAA Retirement Plan Exchange offers Triple Glidepath Target Date CITs, Financial Wellness Program, Fiduciary Training, Fiduciary Vault, Lead Generation, and Custom Due Diligence Reporting services.
• TransamericacoreChannel Partner/ Reseller/ DistributorTransamerica Retirement Plan Exchange provides Triple Glidepath Target Date CITs, Financial Wellness Program, Fiduciary Training, Fiduciary Vault, Lead Generation, and Custom Due Diligence Reporting.
• FBSIsecondaryChannel Partner/ Reseller/ DistributorFBSI Retirement Plan Exchange (OpenChoice) offers Financial Wellness Program Fulfillment, Fiduciary Training, Fiduciary Vault, Lead Generation, and Custom Due Diligence Reporting.
• iJoinsecondaryTechnology or IntegrationTechnology partner providing platform capabilities supporting the retirement plan ecosystem.
• Matrix Financial SolutionssecondaryTechnology or IntegrationMatrix CIF platform used for GoalPath Fi360 Portfolios, providing collective investment fund administration.
• Two West AdvisorscoreStrategic or Co-development PartnerAffiliated Registered Investment Adviser entity providing Form ADV Disclosure Brochures for Wealth Management and Institutional Divisions, sharing common ownership/management with GoalPath Solutions.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Manning & Napier: RIA offering target-date and retirement-date solutions with active and model portfolios distributed to advisors and plan sponsors — comparable advisor-channel RIA serving retirement plans with CITs/model portfolios.
• CAPTRUST: Large independent RIA focused on retirement plan advisory for plan sponsors, offering fiduciary services, investment due diligence, and open-architecture QDIA solutions — directly comparable to GoalPath's advisor-led retirement plan model.
• SageView Advisory: Retirement plan advisory firm providing fiduciary investment advice, plan design, and participant services to plan sponsors — directly comparable business model and target customer base to GoalPath.
• OneDigital: National benefits and retirement advisory firm combining retirement plan consulting with wealth management and financial wellness — directly comparable in combining advisor back-office support with workplace retirement plan focus.
• Stadion Money Management: Provider of custom and personalized target-date CITs and managed retirement solutions distributed through advisors and recordkeepers — directly competes with GoalPath Fi360 Funds in the personalized target-date CIT space.

Broad incumbents

• Empower Retirement: Major recordkeeper and retirement plan provider — both a distribution partner to GoalPath (via its Retirement Plan Exchange) and a broad incumbent that competes for plan sponsor relationships with bundled QDIA and advisory services.
• Voya Financial (Retirement): Major retirement plan provider offering target-date and managed-account solutions to plan sponsors — broad incumbent in the same workplace retirement plan space where GoalPath competes for advisor-driven mandates.
• Edelman Financial Engines: One of the largest US RIAs providing managed account programs, target-date solutions, and financial wellness inside workplace retirement plans — broad incumbent serving the same employer/advisor ecosystem with much greater scale.

Others

• Broadridge Fi360: Technology and education provider of the Fi360 Fiduciary Score and fiduciary tools, used by GoalPath as a core methodology and distribution channel — an enabling partner/ecosystem participant rather than a direct competitor.

Emerging players

• Asensus (formerly GuidedChoice) / Ascensus Retirement: Retirement plan services provider including managed account and personalized target-date solutions distributed through advisors — comparable emerging-to-mid player in advisor-channel retirement services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/goalpath-solutions-llc
• Xx.com/goal_path

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GoalPath