Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
View Top Employees from PathstoneWebsite | http://www.pathstone.com |
Revenue | $21 million |
Employees | 461 (315 on RocketReach) |
Founded | 2010 |
Address | 10 Sterling Blvd Ste. 402, Englewood, New Jersey 07631, US |
Phone | (201) 944-7284 |
Fax | (888) 850-7284 |
Technologies |
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Industry | Financial Services, Investment Banking, Finance |
Keywords | Family Office, Investment Management Services, Wealth Management, Financial Planning, Trust And Estate Planning, Philanthropic Advisory Services, Multi Family Office, Tax Planning, Investment Consulting Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies |
Looking for a particular Pathstone employee's phone or email?
The Pathstone annual revenue was $21 million in 2024.
Lauren Fryefield is the CMO of Pathstone.
315 people are employed at Pathstone.
Pathstone is based in Englewood, New Jersey.
The NAICS codes for Pathstone are [56, 561].
The SIC codes for Pathstone are [628, 62].