Pathway Financial Education
Pathway Financial Education is a Kansas City-based 501(c)(3) nonprofit, founded in 2020 as Creative Planning's flagship philanthropic initiative, delivering free hybrid (in-person and online) financial education to small business owners, adults, youth, and veterans in under-resourced communities, funded by donations and grants.
- Company typePrivate
- Founded2020
- HeadquartersKansas City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Pathway Financial Education does
Pathway Financial Education is a 501(c)(3) nonprofit organization headquartered at 1520 E. 18th Street in Kansas City, Missouri, established in fall 2020 as the flagship philanthropic initiative of Creative Planning, LLC. It delivers free financial education and training to small business owners, adults, youth, and—through a partnership with Wounded Warrior Family Support—veterans and their families in under-resourced communities. Core programs comprise the Small Business Program, Adult Program, Youth Program, 1:1 Sessions, Community Outreach, and an add-on Pro Bono Small Business Clinic that channels volunteer professional services in accounting, banking, bookkeeping, legal, marketing, insurance, and capital access.
Instruction is delivered through a hybrid teaching model that combines in-person classroom sessions at a state-of-the-art Kansas City broadcast facility with online education, allowing participants to access sequential educational modules at any time and from anywhere. Modules are taught by credentialed subject matter experts drawn from leading metropolitan businesses, covering financial basics, money management, tax services, law, and business management.
Pathway is funded exclusively through donations and grants rather than tuition or fees; all courses, workshops, and clinics are provided at no cost to participants. Its parent company, Creative Planning, provides the primary sponsorship and volunteer pipeline, supplemented by institutional funders such as the Kauffman Foundation and recognition through the Invest in Others Charitable Champions List. GTM motion is community-led, relying on community outreach, events, partner referrals, email newsletter, and content marketing rather than paid acquisition.
Pathway Financial Education firmographics
Firmographics- Name
- Pathway Financial Education
- Legal name
- Pathway Financial Education
- Website
- https://pathwayeducation.org
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pathway Financial Education is a Kansas City-based 501(c)(3) nonprofit, founded in 2020 as Creative Planning's flagship philanthropic initiative, delivering free hybrid (in-person and online) financial education to small business owners, adults, youth, and veterans in under-resourced communities, funded by donations and grants.
- Ownership category
- akta.pro rank
Pathway Financial Education industry classification
Industry- Product category
- Financial Education
- NAICS
- Educational Services (611), Educational Support Services (6117)
- SIC
- Services-Educational Services (8200)
- akta.pro primary industry
- Budgeting & Cash-Flow Management (EDAAAJAA)
- akta.pro secondary industries
- Personal Finance & Financial Literacy for Students (EDAMAIAH), Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves) (EDAAAJAL)
Keywords
Where Pathway Financial Education is headquartered
LocationHeadquarters
- HQ city
- Kansas City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pathway Financial Education business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Donations and Grants: As a 501(c)(3) nonprofit organization, Pathway Financial Education is funded through donations and grants. Creative Planning, its parent organization, provides support and grants to nonprofits, with over 300 nonprofits receiving grants in 2023.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free financial education for all participants |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Pathway Financial Education product offering
Product offeringCore offering
Pathway Financial Education delivers free financial education and training programs for small business owners, adults, and youth in under-resourced communities. Programs are delivered through a hybrid teaching model combining in-person classroom instruction at its Kansas City facility with online education, covering financial basics, money management, tax services, and business management through sequential modules taught by credentialed professionals.
Product overview
Pathway Financial Education is a 501(c)(3) nonprofit organization offering a unified portfolio of free financial education programs delivered through a hybrid teaching model (in-person and online). The core offerings include Small Business, Adult, Youth, 1:1 Sessions, and Community Outreach programs, all designed to provide highly credentialed professionals' expertise in financial planning, tax services, and business management to under-resourced communities. An add-on module, the Pro Bono Small Business Clinic, provides additional volunteer-based professional services. Programs are taught sequentially with subject matter experts from leading metropolitan area businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Small Business Program Free financial education and training program specifically designed for small business owners, covering business management, tax services, and financial planning topics such as business plan development, cash flow management, contracts, human resources, and access to capital.
- Adult Program Financial literacy education for adults covering financial basics, money management, and tax services to achieve self-sufficiency and financial well-being.
- Youth Program Financial education and training designed for youth participants to build foundational money management skills early in life.
- 1:1 Sessions Personalized one-on-one financial education sessions providing individualized guidance and support for participants' specific financial needs.
- Community Outreach Financial education programs delivered to under-resourced communities, expanding access to financial competency and supporting community-wide financial health.
- Pro Bono Small Business Clinic Volunteer-based clinic offering pro bono professional services to small business owners in areas including accounting, banking, bookkeeping, legal, marketing, and insurance.
Quantifiable outcome
- On track to support 1,000+ small business owners, adults and youth annually
- +1 more outcomes
Companies that use Pathway Financial Education
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Pathway Financial Education technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Pathway Financial Education partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wounded Warrior Family SupportcorePartnership offering the Business Mastery Series for Veterans & Their Families, a comprehensive program covering business plan development, cash flows, contracts, human resources, benefits, and access to capital.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Pathway Financial Education competitors and assessment
Company assessmentDirect peers
- Operation HOPE: National 501(c)(3) delivering free financial literacy, coaching, and small business education to under-resourced communities. Directly comparable mission, target audience, and free-to-learner delivery model.
- Money Management International: Nonprofit credit counseling and financial education agency serving consumers with budgeting, debt, and housing counseling. Comparable adult-focused financial education and counseling service mix.
- Jump$tart Coalition for Personal Financial Literacy: Coalition of organizations promoting financial literacy for youth from kindergarten through college. Directly comparable to Pathway's youth financial education program.
- Council for Economic Education: Nonprofit delivering economics and personal finance education, primarily through K–12 teachers and students. Comparable youth financial literacy mission and free curriculum resources.
- Junior Achievement USA: Largest US nonprofit focused on financial literacy, work readiness, and entrepreneurship education for K–12 youth. Comparable youth financial education programming and free/sponsored delivery to schools and communities.
- InCharge Debt Solutions: Nonprofit providing free credit counseling, debt management, and financial education to individuals and families. Comparable adult financial education focus and free-to-learner service model.
- National Endowment for Financial Education (NEFE): Foundational nonprofit advancing financial literacy through research, curriculum, and programs. Comparable focus on evidence-based personal finance education for adults and youth.
- GreenPath Financial Wellness: Nonprofit providing financial counseling, debt management, and financial education to individuals. Overlaps with Pathway's adult and small business curriculum on budgeting, credit, and money management.
- SCORE (Service Corps of Retired Executives): Nonprofit resource partner of the SBA providing free mentoring and education to small business owners. Directly comparable to Pathway's small business program and pro bono clinic offering expert volunteers to entrepreneurs.
Broad incumbents
- Dave Ramsey's Financial Peace University: Large, established personal finance education program covering budgeting, debt, and wealth building. Comparable adult financial literacy curriculum but delivered through a commercial, paid-fee model rather than free community programming.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Pathway Financial Education social profiles
Digital presencePathway Financial Education financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pathway Financial Education leadership team
Management profileNumber of profiles
Profiles1 record
Pathway Financial Education funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pathway Financial Education 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 Pathway Financial Education
What does Pathway Financial Education do?
Pathway Financial Education delivers free financial education and training programs for small business owners, adults, and youth in under-resourced communities. Programs are delivered through a hybrid teaching model combining in-person classroom instruction at its Kansas City facility with online education, covering financial basics, money management, tax services, and business management through sequential modules taught by credentialed professionals.
Is Pathway Financial Education a public or private company?
Pathway Financial Education is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was Pathway Financial Education founded?
Pathway Financial Education was founded in 2020. It employs 11 to 50 people.
Where is Pathway Financial Education based?
Pathway Financial Education is headquartered in Kansas City, United States, in the North America region.
How does Pathway Financial Education make money?
One revenue line is on record: donations and Grants.
Who are Pathway Financial Education's main competitors?
Direct peers on record are Operation HOPE, Money Management International, Jump$tart Coalition for Personal Financial Literacy, Council for Economic Education, Junior Achievement USA, InCharge Debt Solutions, National Endowment for Financial Education (NEFE), GreenPath Financial Wellness and SCORE (Service Corps of Retired Executives). Dave Ramsey's Financial Peace University is listed as a broad incumbent.
Does Pathway Financial Education have an API?
No public API is recorded for Pathway Financial Education.
What industry is Pathway Financial Education in?
Pathway Financial Education's product category is Financial Education. Its primary akta.pro industry code is EDAAAJAA, Budgeting & Cash-Flow Management, with a secondary code of EDAMAIAH, Personal Finance & Financial Literacy for Students. Its NAICS code is 611 and its SIC code is 8200.