Insights

Acquisition Expansion Pathlight Investors was acquired by EP Wealth Advisors in July 2019, indicating a strategic expansion into the Phoenix and Arizona markets, which presents opportunities for partnership or targeted outreach within this growing region.

Asset Investment Activity The company has been actively investing in well-known assets such as Procter & Gamble, Charles Schwab, and Titan Medical, demonstrating its focus on diversified investment strategies that may open doors for offering complementary financial products or advisory services.

Modest Financial Scale With annual revenues estimated between one and ten million dollars, Pathlight operates on a niche scale, making tailored, flexible financial solutions highly relevant for their current client base and future prospects.

Technology Stack Utilizing tools like HubSpot, Google Analytics, and Mailchimp, the firm emphasizes digital engagement and data-driven marketing, highlighting opportunities to introduce innovative client engagement solutions or enhanced CRM integrations.

Market Positioning As an independent, client-centric firm with a focus on disciplined investment management, Pathlight is well-positioned to partner with firms offering complementary wealth management services or technology solutions aimed at personalized investment strategies.

Pathlight Tech Stack

Pathlight uses 8 technology products and services including Mailchimp, jQuery UI, OWL Carousel, and more. Explore Pathlight's tech stack below.

  • Mailchimp
    Email
  • jQuery UI
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Pathlight's Email Address Formats

Pathlight uses at least 1 format(s):
Pathlight Email FormatsExamplePercentage
FLast@pathlightinvestors.comJDoe@pathlightinvestors.com
50%
FLast@pathlightinvestors.comJDoe@pathlightinvestors.com
50%

Frequently Asked Questions

Where is Pathlight's headquarters located?

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Pathlight's main headquarters is located at 3131 E. Camelback Rd., Suite 135 Phoenix, Arizona 85251, US. The company has employees across 1 continents, including North America.

What is Pathlight's phone number?

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You can contact Pathlight's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pathlight's official website and social media links?

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Pathlight's official website is pathlightinvestors.com and has social profiles on LinkedIn.

What is Pathlight's SIC code NAICS code?

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Pathlight's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pathlight have currently?

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As of October 2025, Pathlight has approximately 14 employees across 1 continents, including North America. Key team members include Founder, Pathlight: D. S.Executive Vice President - Portfolio Manager: D. M.Marriage & Cross Cultural Coach: M. T.. Explore Pathlight's employee directory with LeadIQ.

What industry does Pathlight belong to?

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Pathlight operates in the Investment Management industry.

What technology does Pathlight use?

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Pathlight's tech stack includes MailchimpjQuery UIOWL CarouseljQueryHubSpotPHPYouTubeGoogle Analytics.

What is Pathlight's email format?

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Pathlight's email format typically follows the pattern of FLast@pathlightinvestors.com. Find more Pathlight email formats with LeadIQ.

When was Pathlight founded?

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Pathlight was founded in 2009.
Pathlight

Pathlight

Investment ManagementUnited States11-50 Employees

Pathlight Investors is an independent, objective and client-centric investment advisory firm in continual pursuit of meeting the varied needs and goals of those we serve.
 
The firm’s partners and professional staff are focused on providing idea-driven investment solutions and will continually strive to achieve the highest possible standards in all facets of what we do on behalf of our client relationships.
 
We formed Pathlight Investors with many fundamental beliefs, core philosophies and aspirations, but only one mission: "To protect our clients' assets while working to grow their investments through consistent, thoughtful and disciplined management."

Section iconCompany Overview

Headquarters
3131 E. Camelback Rd., Suite 135 Phoenix, Arizona 85251, US
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Pathlight's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pathlight's revenue is estimated to be in the range of $1M$10M

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