RightPath Investments & Financial Planning, Inc.
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RightPath Investments & Financial Planning, Inc. - overview
Location
-, CO, US
Primary Industry
Financial Services
About
RightPath Investments & Financial Planning, Inc. specializes in delivering tailored financial advisory services to individuals and families, helping them achieve sustainable long-term financial well-being through strategic investment management and planning solutions. RightPath Investments & Financial Planning, Inc. provides personalized financial planning and investment management services.
The company merged with Mission Wealth Management, LLC in February 2026 to enhance its operational capabilities. RightPath is headquartered in the US and has engaged in one known deal to date. The founder and CEO's background is not specified. RightPath Investments & Financial Planning, Inc.
offers a comprehensive suite of financial advisory services, aimed at meeting the diverse needs of individuals and families. Their core services include customized financial planning, investment management, retirement planning, tax management, estate planning, and risk management, tailored to clients such as professionals, business owners, pre-retirees, retirees, and family offices. The firm emphasizes expanding its presence across the United States, particularly in Colorado, leveraging expertise gained from its merger with Mission Wealth. RightPath Investments & Financial Planning, Inc.
generates revenue primarily through advisory fees based on assets under management and project-based fees for financial planning services. The firm works with clients through structured agreements that include retainer fees and service fees tied to specific financial solutions. Their flagship offerings include personalized investment strategies and wealth management solutions, fostering long-term relationships built on trust and tailored financial insights. Following the merger with Mission Wealth Management, LLC in February 2026, RightPath Investments & Financial Planning, Inc.
plans to utilize this strategic acquisition to expand its footprint in Colorado. The merger is designed to enhance service delivery and operational efficiency, integrating new capabilities into its existing structure. The combined entity will focus on launching new financial planning products aimed at meeting evolving client needs, with efforts directed towards penetrating the Colorado market more effectively.
Current Investors
Mission Wealth Management, LLC
Primary Industry
Financial Services
Sub Industries
Accounting Services, Consumer Finance
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
RightPath Investments & Financial Planning, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | RightPath Investments & Financial Planning, Inc. | - |
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