Change Path

Financial Services - Leawood, KS, US

Change Path Details

The ChangePath Mission Is Simple: Protect Investor AssetsAt 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. We're 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. ChangePath's 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.

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Website: changepath.com
Employees: 20 - 49
HQ:
Location: Leawood, KS, US
Revenue: 2.5 - 5 Million
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