Pathward Financial Investor Presentation Deck
HISTORY OF META FINANCIAL GROUP
Since inception, dedicated to financial empowerment while developing our franchise
and generating shareholder value
1993
Listed on NASDAQ under
ticker symbol CASH
1954
Founded as a savings
and loan bank based in
northwest lowa with the
mission of "Take care of
the people."
&
Dramatic growth in deposits
from Payments division
heavily invested in securities,
treasuries, and bond portfolio.
Branch locations in lowa
and South Dakota act as
loan production offices,
concentrating on Commercial
Real Estate and Operating.
2004
Hired team of Payments
industry experts to start
Prepaid Card
Sponsorship business -
now known
as Banking as a
Service (BaaS).
2015/2016
Entered Tax Services
business by acquiring
Refund Advantage, SCS,
and EPS, offering
expanded financial
products to the Tax
Preparation industry.
2014
Acquired AFS/IBEX, an
insurance premium
finance company to grow
loan portfolio and
generate
higher earning assets.
Headquartered in South Dakota, offices in Arizona,
Michigan, Kentucky, Tennessee, Pennsylvania,
California, Florida, and Louisiana.
Meta Financial Group, Inc. (NASDAQ: CASH) | Investor Presentation
2018
Acquired Crestmark
Bancorp to increase loan
production and diversify
investment portfolio into
higher earning assets.
88
2020
Completed sale of Retail
Bank division to divest
community bank branch
locations and focus
on national banking
operations and Banking
as a Service model.
2020
Converted to National
Bank Charter to better
align with its mission and
business model.
2020
Developed a governance
structure that aligns with
key ESG efforts and
established a long-term
ESG strategy.
2021
Announced agreement to
sell Meta trademarks and
began rebranding
initiative (currently
ongoing).
Embraces Talent Anywhere remote
work environment with employees
across 38 states, Washington D.C., and
CanadaView entire presentation