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Insights

Key Personnel Change David Scarpello joining as CFO from Pathstone presents an opportunity to reconnect with existing clients who were previously engaged with him, leveraging his expertise and network to drive new business.

Strategic Investments Pathstone's recent investments in various assets like Fortune Brands, Gaming and Leisure Properties, Vizsla Silver, and Talkspace indicate a proactive approach towards expanding their portfolio, potentially opening doors for collaboration or cross-selling opportunities.

Mergers and Acquisitions Acquisition of Fidelis Insurance and significant investment in SEI Investments showcase Pathstone's interest in diversifying its offerings. This could be a chance to explore partnership opportunities or pitch complementary services to their acquired entities.

Financial Health With a revenue range of $50-100M, Pathstone appears to be a financially stable organization. Leveraging their strong financial standing could be beneficial in positioning premium services to high-net-worth clients and institutions seeking reliable wealth management partners.

Competitive Positioning Compared to similar companies like Silvercrest Asset Management, Cresset, and Aspiriant, Pathstone's unique service offerings and focus on ultra-high net worth families provide a competitive edge. Highlighting these distinctions in sales pitches can help attract clients seeking specialized financial services.

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Pathstone Tech Stack

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

  • Power BI
    Business Intelligence
  • WordPress
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Typekit
    Font Scripts
  • RSS
    Miscellaneous
  • Ubuntu
    Operating Systems
  • Microsoft Azure
    Platform As A Service
  • Apache
    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 2 continents, including North AmericaEurope.

What is Pathstone's phone number?

Minus sign iconPlus sign icon You can contact Pathstone's main corporate office by phone at
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+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 August 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 August 2024, Pathstone has approximately 545 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: M. F.Chief People Officer & Consultant: C. D.Chief Marketing Officer: L. A. F.. 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 BIWordPressSalesforceTypekitRSSUbuntuMicrosoft AzureApache.

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 trusted 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.

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Section iconCompany Overview

Headquarters
10 Sterling Blvd Ste. 402 Englewood, New Jersey 07631 US
Phone number
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+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

Employee Directory

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