Toniic Competitors

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

Sozial und nachhaltig ausgerichtet, stark vernetzt und transparent: So arbeitet die internationale Genossenschaft Oikocredit. Mit dem Geld unserer Anleger*innen finanzieren wir Partnerorganisationen und Unternehmen im Globalen Süden. Unser Ziel: wirtschaftlich benachteiligten Menschen die Möglichkeit geben, ihre Lebenssituation zu verbessern.

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. With more than $5B in assets and 1,700 portfolio companies and funds, we exist to help you achieve your greatest impact. Who we partner with: Individuals & families: For those just beginning their impact investing journey, or facing complexity along the way, ImpactAssets eliminates the roadblocks. As one of the longest-tenured and most experienced impact investing firms, we offer everything from strategic expertise, to pre-vetted managed portfolios, to direct investment in purpose-driven private companies. Foundations: Purposeful impact investing is complex and time-consuming. Our experience in finding, vetting and maintaining meaningful impact investments enables our foundation partners to deepen their impact. Whether you seek help with an existing portfolio of impact investments or are wondering how to get started, we’ll partner with your team to crystallize your impact strategy, evaluate opportunities and solve for back-office complications. Family offices: Our deep experience supporting some of the country’s largest family offices accelerates your family’s impact. From evaluating impact opportunities to solving for back-office complications, we’ll help your team “get to yes.” And we’ll continue to facilitate your family’s pursuit of positive change, now and as it evolves along your impact investing journey. Corporations: With "doing good" now an integral part of doing business, ImpactAssets plays an invaluable role in supporting corporate foundations. We offer support to vet and execute your investment recommendations, custom strategies for managing cash earmarked for impact, and comprehensive outsourcing of impact investment administration.