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    Change Path

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    Description

    • The ChangePath Mission Is Simple: Protect Investor Assets At ChangePath, we provide advisors with the tools to help investors build their financial future. We do so by providing advisors with a next-generation technology infrastructure, access to a turnkey asset management platform and customer relationship management platform. At ChangePath, investment offerings that were once only bestowed upon the ultra-affluent are now available to middle America. Were also here to help advisors meet the ever-changing needs of clients. ChangePath delivers a comprehensive suite of proprietary exchange traded funds (ETF)based allocation models to advisors. ChangePaths turnkey asset management platform and customer relationship management platform help advisors more effectively manage in an ever-changing marketplace, so they can gain a better understanding of an investors' needs and objectives. Visit changepath.com to learn more. Advisory Services offered through Change Path, LLC an Investment Advisor.
    • location

      Headquarters:11460 Tomahawk Creek Pkwy Ste 100, Leawood, Kansas, United States

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    • Change Path phone

      Phone Number: +1 888-798-2360

    • Change Path website

      Website: https://www.changepath.com

    • Change Path employees

      Employees:20

    • Change Path revenue

      Revenue:$1 - 10M

    • Change Path legal name

      Legal Name:Change Path

    • Change Path's Social Media

      Change Path linkedin Change Path twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    CEO for Change Path

    Vicki Meyer

    Chief Executive Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Marty Pfannenstiel

    President, Sales And Marketing

    J.P Rankin

    Vice President, Chief Operations Officer

    Kirk Stewart

    Senior Vice President Of Sales

    Jason Scott

    Director Of Financial Planning And Asset Management

    Fscp Terek Wilson

    Director Of Business Development

    Frequently Asked Questions regarding Change Path

    • Where are Change Path's Headquarters?

      Change Path's Headquarters are in 11460 Tomahawk Creek Pkwy Ste 100,Leawood,Kansas,United States

    • What is Change Path's phone number?

      Change Path's phone number is +1 888-798-2360

    • What is Change Path's official website?

      Change Path's official website is https://www.changepath.com

    • What is Change Path's Revenue?

      Change Path's revenue is $1 - 10M

    • What is Change Path's NAICS code?

      Change Path's NAICS code is 523110

    • How many employees are working in Change Path

      Change Path has 20 employees

    • What is Change Path's Industry?

      Change Path is in the industry of Financial Services

    • Who is Change Path's CEO?

      Change Path's CEO is Vicki Meyer

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