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Insights

Recent Acquisition Pathstone recently acquired Hall Capital Partners for $45 billion, indicating substantial growth and potential for cross-selling opportunities within the newly acquired client base.

Forbes Recognition Pathstone's recognition as the number two RIA firm by Forbes in 2024 highlights the company's credibility and prestige in the financial services industry, opening doors for partnership opportunities with high-net-worth individuals seeking reputable firms.

Investment Diversification Pathstone has been actively investing in various assets, such as Fortune Brands Innovations and Gaming and Leisure Properties, signaling potential collaboration opportunities with companies in these sectors for investment advisory services.

Key Personnel Change David Scarpello joining Pathstone as CFO brings strategic financial planning expertise, offering a chance for financial tools and services providers to collaborate with Pathstone in enhancing their financial offerings for clients.

Technology Integration With a tech stack including Power BI, Cloudflare, and Microsoft Azure, Pathstone demonstrates a strong emphasis on technology, presenting partnership opportunities for tech service providers to offer solutions for enhancing client experiences and operational efficiency.

Pathstone Tech Stack

Pathstone uses 8 technology products and services including Power BI, Cloudflare, MySQL, and more. Explore Pathstone's tech stack below.

  • Power BI
    Business Intelligence
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • HTTP/3
    Miscellaneous
  • Ubuntu
    Operating Systems
  • Microsoft Azure
    Platform As A Service
  • Apache HTTP Server
    Web Servers

Media & News

Pathstone's Email Address Formats

Pathstone uses at least 1 format(s):
Pathstone Email FormatsExamplePercentage
FLast@pathstone.comJDoe@pathstone.com
94%
First.Last@pathstone.comJohn.Doe@pathstone.com
4%
FirstL@pathstone.comJohnD@pathstone.com
1%
FirstLast@pathstone.comJohnDoe@pathstone.com
1%

Frequently Asked Questions

Where is Pathstone's headquarters located?

Minus sign iconPlus sign iconPathstone's main headquarters is located at 10 Sterling Blvd Ste. 402 Englewood, New Jersey 07631 US. The company has employees across 1 continents, including North America.

What is Pathstone's phone number?

Minus sign iconPlus sign icon You can contact Pathstone's main corporate office by phone at
+1-301-998-****
. 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 Pathstone's stock symbol?

Minus sign iconPlus sign iconPathstone is a publicly traded company; the company's stock symbol is N/A.

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

Minus sign iconPlus sign iconPathstone's official website is pathstone.com and has social profiles on LinkedIn.

How much revenue does Pathstone generate?

Minus sign iconPlus sign icon As of October 2024, Pathstone's annual revenue reached $75M.

What is Pathstone's SIC code NAICS code?

Minus sign iconPlus sign iconPathstone's SIC code is 6282 - Investment Advice NAICS code is 611310 - Colleges, Universities, and Professional Schools.

How many employees does Pathstone have currently?

Minus sign iconPlus sign iconAs of October 2024, Pathstone has approximately 556 employees across 1 continents, including North America. Key team members include Chief Executive Officer: M. F.Chief People Officer: M. B.Chief People Officer & Consultant: C. D.. Explore Pathstone's employee directory with LeadIQ.

What industry does Pathstone belong to?

Minus sign iconPlus sign iconPathstone operates in the Financial Services industry.

What technology does Pathstone use?

Minus sign iconPlus sign iconPathstone's tech stack includes Power BICloudflareMySQLFont AwesomeHTTP/3UbuntuMicrosoft AzureApache HTTP Server.

What is Pathstone's email format?

Minus sign iconPlus sign iconPathstone's email format typically follows the pattern of . Find more Pathstone email formats with LeadIQ.
Pathstone

Pathstone

Financial ServicesNew Jersey, United States501-1000 Employees

Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a breadth and depth of expertise, our advisors provide a holistic suite of family office services, tailored wealth management, investment advisory, trust and estate planning, tax, bill pay and other lifestyle management services, all delivered in-house. With offices across the United States, we focus on an advocacy-driven approach, empowering our clients to realize their unique long-term goals and sustain their legacy. Discover more at www.pathstone.com.

Section iconCompany Overview

Headquarters
10 Sterling Blvd Ste. 402 Englewood, New Jersey 07631 US
Phone number
+1-301-998-****
Website
pathstone.com
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
NAICS Code
611310 - Colleges, Universities, and Professional Schools
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Pathstone's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Pathstone's revenue is in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    M. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Chief People Officer & Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. A. F.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    L. A. F.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Partner & Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. D.
    Interim Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. C.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Partner / Director Of Financial Planning
    Phone icon
    Mobile Phone

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