flexPATH Strategies
Financial Services • 
Aliso Viejo, California, United States • 21-50 Employees
Company overview
| Headquarters | 120 Vantis, Suite 400, Aliso Viejo, CA 92656, US |
| Phone number | +18009740188 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Target Date Funds, Asset Allocation, Fiduciary, 401(K), Retirement Plans, Investment Management, Active, Index, Collective Investment Trust, Tdfs, 3(38), Glidepath |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contacts at flexPATH Strategies
Betsy Lockwood
Director, Custom Investment Solutions
Vince Giovinazzo
Chief Executive Officer
flexPATH Strategies Email Formats
flexPATH Strategies uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@flexpathstrategies.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@flexpathstrategies.com | 50% |
{first name}.{last name} | john.doe@flexpathstrategies.com | 38.5% |
{first initial}.{second initial}{last name} | j.odoe@flexpathstrategies.com | 7.7% |
{first initial}{last name} | jdoe@flexpathstrategies.com | 3.8% |
About flexPATH Strategies
Founded in 2015, flexPATH Strategies is a privately held firm headquartered in Aliso Viejo, California, operating within the financial services industry. Our specialties include target date funds, 401(k) and retirement plan solutions, 3(38) fiduciary services, glidepath design, investment management, asset allocation, and both index and active strategies delivered through collective investment trusts. As one of the largest providers of multiple-glidepath target date funds in the industry and one of the fastest-growing target date fund managers, flexPATH Strategies manages over $83 billion in assets as of March 31, 2024. We serve as a fiduciary for underlying investment selection and monitoring, offering flexible, innovative retirement solutions designed to help support successful outcomes for plan participants. Our open-architecture approach features a robust investment search process backed by both quantitative and qualitative research. Quantitative insights are powered by the RPAG Scorecard System™—a proprietary evaluation framework used by over 3,000 retirement-focused financial professionals managing more than $800 billion in assets. Our qualitative research is led by an experienced investment committee made up of four CFA charter holders and two CPFA professionals. We work in close partnership with financial professionals, plan sponsors, and investment managers to deliver efficient, research-driven strategies tailored to a broad range of investor needs.
flexPATH Strategies revenue & valuation
| Annual revenue | $2,908,870 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
flexPATH Strategies has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
flexPATH Strategies has never raised funding before.
flexPATH Strategies Tech Stack
Discover the technologies and tools that power flexPATH Strategies's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Miscellaneous
United Kingdom
Spain
Frequently asked questions
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