Pathward Financial Investor Presentation Deck
Building a Diversified Franchise Dedicated to Financial
Empowerment for Individuals and Businesses
1993
Listed on
Nasdaq: CASH
1954
Founded as a
savings
and loan
bank
4
Dramatic growth in deposits from Payments business
heavily invested in securities, treasuries, and bond portfolio.
2004
Created Prepaid
Card Sponsorship
business - now
Banking as a
Service (BaaS)
2014
Acquired AFS/IBEX, an
insurance premium
finance company
Pathward Financial, Inc. (Nasdaq: CASH) | 2023 Investor Presentation
2015/2016
Entered Tax Services
business by acquiring Refund
Advantage, SCS, and EPS
2018
Acquired
Crestmark
Bancorp, a
commercial lending
company
2021
Sold Meta
trademarks and
began rebranding
initiative
2020
Completed sale of Retail Bank division to focus on
national banking operations and BaaS
2022
Completed
rebranding as
Pathward
Financial
Developed a governance structure that aligns with key
ESG efforts
Converted to National Bank Charter
4
pathwardView entire presentation