Pathstone

Finance · New Jersey, United States · 501-1,000 Employees

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Overview

Headquarters

10 Sterling Blvd Ste 402, Englewood, New...

Phone Number

(201) 944-7284

Website

www.pathstone.com

Revenue

$360.9 Million

Industry

Finance Securities Trading

About Pathstone

Pathstone is a modern advisory firm dedicated to serving individuals, families, family offices, and institutions with significant wealth. They offer a comprehensive range of services including strategic financial planning, investment management, tax strategy, and legacy planning, all tailored to meet the unique needs of their clients. With over 775 team members and more than $185 billion in assets under management, Pathstone aims to guide clients through complex financial landscapes while fostering long-term relationships. Their mission is to help clients achieve their preferred life by providing clarity, confidence, and support across generations.Explore more
Pathstone's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Pathstone Org Chart

RS
United States flag for contact location.
Robert Sawyer

Managing Director

PhoneEmail
MR
United States flag for contact location.
Melissa Rutten

Managing Director, Personal Chief Financial O...

PhoneEmail
Alexander (Alex) Hart, Chief Operating Officer at Pathstone
United States flag for contact location.
Alexander (Alex) Ha...

Chief Operating Officer

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AJ
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Audra Johnson

Director. Personal Chief Financial Officer Se...

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KM
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Kelly Maregni

President

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JM
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Jeffrey Morrison

Managing Director

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VJ
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Managing Director

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AA
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Managing Director, Investment Operations

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MC
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Managing Director, Investment Research

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RK
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Managing Director

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Compare insights from companies similar to Pathstone, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathstone

$360.9M
501-1,000
Private
-
2010
RS
Robert SawyerManaging Director
Wealth Enhancement
$1.1B
1K - 5K
Private
-
1997
SB
Stephen BabasolaCEO
Stratos Wealth Partners
$256.2M
201-500
Private
-
2008
Nancy Andrefsky, Founding Partner & Chief Financial Officer at Stratos Wealth Partners
Nancy AndrefskyFounding Partner & Chief Financial Officer
Cresset
$219.1M
201-500
Private
-
2017
TM
Tim MaguireRegional Managing Director
Silvercrest Asset Managem...
$125.4M
51-200
Public
$1.4B
2002
KD
Klaus DussCEO
TCG Group Holdings
$13.5M
51-200
Private
<$5M
2003
BT
Blake TriticoCEO
Level Four Advisory Servi...
$12.7M
201-500
Private
<$5M
2001
CG
Chris GoodrichController
Illustration of an envelope

Pathstone Tech Stack

A closer look at the technologies used by Pathstone

DocuSign

By

DocuSign
WordPress.org

By

Automattic
reCAPTCHA

By

Google
PHP

By

PHP
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Frequently Asked Questions Regarding Pathstone

What is Pathstone's official website?
Pathstone's official website is www.pathstone.com What is Pathstone's Revenue?
Pathstone's revenue is $360.9 Million What is Pathstone's SIC code?
Pathstone's SIC: 62,628 What is Pathstone's NAICS code?
Pathstone's NAICS: 52,523 How many employees does Pathstone have?
Pathstone has 501-1,000 employees What industry does Pathstone belong to?
Pathstone is in the industry of: Finance, Securities Trading What is Pathstone competition?
Pathstone top competitors include: Level Four Advisory Services, Stratos Wealth Partners, Silvercrest Asset Management Group, Wealth Enhancement What companies has Pathstone acquired?
Pathstone has acquired the companies: Mill Creek, Brainard Capital Management, Veritable, Advisor Partners What technology does Pathstone use?
Some of the popular technologies that Pathstone uses are: DocuSign, WordPress.org, reCAPTCHA, PHP Who is the CFO of Pathstone?
Pathstone's CFO is Melissa Rutten How do I contact Pathstone?
Pathstone contact info: Phone number: (201) 944-7284 Website: www.pathstone.com What does Pathstone do?

Pathstone is a modern advisory firm dedicated to serving individuals, families, family offices, and institutions with significant wealth. They offer a comprehensive range of services including strategic financial planning, investment management, tax strategy, and legacy planning, all tailored to meet the unique needs of their clients. With over 775... team members and more than $185 billion in assets under management, Pathstone aims to guide clients through complex financial landscapes while fostering long-term relationships. Their mission is to help clients achieve their preferred life by providing clarity, confidence, and support across generations.Read More

 What are Pathstone social media links?
Pathstone Linkedin page Pathstone Twitter page Pathstone Facebook page Is Pathstone a public company?
Pathstone is private company therefore does not currently have an official ticker symbol
See more information about Pathstone

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