When was Wayfinding Financial founded?

Wayfinding Financial was founded in 1978.

Where is Wayfinding Financial located?

Wayfinding Financial is headquartered in Lynnwood, United States.

How many employees does Wayfinding Financial have?

As of Apr 30, 2026, the latest employee count at Wayfinding Financial is 3.

Is Wayfinding Financial a funded company?

Wayfinding Financial is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Wayfinding Financial rank among its competitors?

Wayfinding Financial ranks 1875th amongst 10496 active competitors, of which 272 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Owkin, which secured $33M in Mar, 2026.

Who are the top competitors of Wayfinding Financial?

Wayfinding Financial's top competitors include FIS, Fidelity Investments and Goldman Sachs. Among them, Owkin secured the most recent funding round in March, 2026.

Wayfinding Financial - 2026 Company Profile & Competitors

Company Details

Wayfinding Financial is an independent financial planning and professional wealth management firm that provides objective and transparent services to help clients reach their financial goals. They offer fee-only, fiduciary financial planning and investing solutions.

Key Metrics

Founded Year

1978

Location

Lynnwood, United States

Stage

Unfunded

Ranked

1875^th among 10496 active competitors

Employee Count

3 as on Apr 30, 2026

Similar Companies

FIS & 32517 more

View Wayfinding Financial's full profile

Wayfinding Financial is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WAYFINDING FINANCIAL , LLC CIN: 461735892 , United States, Active	Dec 31, 1999	-	4 (As on Dec 31, 2024)	-

Wayfinding Financial has not raised any funding rounds yet.

Wayfinding Financial's employee count trend

Wayfinding Financial has 3 employees as of Apr 26. Here is Wayfinding Financial's employee count trend over the years:

Employee count trend for Wayfinding Financial

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Top competitors of Wayfinding Financial include FIS, Fidelity Investments and Goldman Sachs. Here is the list of Top 10 competitors of Wayfinding Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, New Enterprise Associates & 10 others	83/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family Holdings ... & 5 others	80/100
3rd	Goldman Sachs 1869, New York City (United States), Public	Provider of financial services including investment management and wealth management	-	Berkshire Hathaway, Bondeinvest.com & 1 others	78/100
4th	Investec 1974, London (United Kingdom), Acquired	Provider of corporate & investment banking and wealth management services	-	RBS International, Swedfund & 1 others	77/100
5th	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	74/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Bain Capital Private Equity ... Read more	74/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, Stroud Companies & 1 others	73/100
8th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	73/100
9th	Principal 1879, Des Moines (United States), Public	Provider of retirement, investment, and insurance products and services	-	Stone Point Capital	72/100
10th	Owkin 2016, Paris (France), Series B	Developer of agentic AI platform for biomedical research and drug development	$354M	F-Prime Capital, Eight Roads Ventures & 20 others	71/100
1875th	Wayfinding Financial 1978, Lynnwood (United States), Unfunded	Provider of financial planning and wealth management firm	-	-	33/100