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) 944-7284Website
pathstone.comRevenue
$360.9 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
4
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About Pathstone
Pathstone is an independently operated and partner owned multigenerational family office that offers strategic wealth management and customized investment services to high-net-worth and ultra-high-net worth individuals and families, family offices, and select institutions. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy.Explore more
Pathstone Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Pathstone
$360.9M
501-1,000
Private
-
2010
MR
Melissa RuttenManaging Director, Personal Chief Financial Officer Services
Company Profile Activity
Activity Insights
Pathstone is experiencing very low activity levels compared to other companies in the Finance sector.
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Pathstone is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pathstone.
Pathstone Tech Stack
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Most Recent Scoops
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Hiring Plans
Pathstone has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Welcome, and Salesforce.
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Open Position
Pathstone News & Media
Pathstone to Acquire Veritable LP
Pathstone welcomes Veritable, one of the first and largest multi-family offices in the U.S. Acquisition adds over $17 billion in assets across 200 clients (averaging $75 million in assets each) and brings Pathstone's Assets under Advisement & Administration to over $100B. The acquisition...Pathstone to Acquire Brainard Capital Management
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized wealth management advice and family office services for high-net worth... Read More The post Pathstone to Acquire Brainard Capital Management appeared first on citybiz.Pathstone pushes past $80 billion with acquisition of Brainard Capital - InvestmentNews
Pathstone, an Edgewood, N.J., advisory firm, is deepening its focus on wealthy families by acquiring Brainard Capital Management.Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners
Additional capital solidifies Pathstone's position as an industry leader and further empowers the firm's culture of growth and innovation ENGLEWOOD, N.J., March 6, 2023 /PRNewswire/ -- Pathstone, "The Family Office," today announced a new strategic equity investment from Kelso & Company...
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Pathstone is an independently operated and partner owned multigenerational family office that offers strategic wealth management and customized investment services to high-net-worth and ultra-high-net worth individuals and families, family offices, and select institutions. With decades of experience as trusted advisors, we employ an advocacy-focuse... Read More
