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Pathways Financial Partners - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Pathways Financial Partners M&A Summary

Pathways Financial Partners has acquired 1 company of its own, including 1 in the last 5 years.

Pathways Financial Partners has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Pathways Financial Partners Ownership

Who owns Pathways Financial Partners?

Pathways Financial Partners is owned by Allworth Financial. It was acquired on October 27, 2020.

Pathways Financial Partners Business Overview

Where is Pathways Financial Partners headquartered?

Pathways Financial Partners is headquartered in Tucson, Arizona.

What sector is Pathways Financial Partners in?

Pathways Financial Partners is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Pathways Financial Partners

6450 N Swan Rd. Suite #100,
Tucson, Arizona 85718
United States,
(520) 299-5875
www.pathwaysfinancialpartners.com

Pathways Financial Partners specializes in investing and retirement planning for individuals and families and works with businesses that sponsor 401(k) plans, in the Southwest United States. Pathways Financial Partners is based in Tucson, Arizona.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1
+1000.20.40.60.81-0.4-0.21.21.40

Most Recent M&A

Company Date Value Type
SMART Federal Credit Union 2025-02-27 - Add-on Acquisition
Columbus, Ohio · www.smartcu.org
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Ohio 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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