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Pathstone logo — company profile

Pathstone

Founded 2010 United States Englewood, United States 611 employees Private Equity Financial Services, Insurance +1

General Information

Company Name Pathstone
Founded Year 2010
Location United States Englewood, United States
Employees 611
Industries Financial Services, Insurance, Legal Tech
Funding Stage Private Equity
Social

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About Pathstone

Pathstone is a pioneering financial services startup that positions itself as "The Family Office." Founded in 2010 and headquartered in the United States, the company prides itself on being powered by innovation, built for every generation, and expertly delivered. Pathstone has a distinct culture of innovation, firmly rooted in trust and service, traditionally upheld by family offices. Its client-centric approach aims to deliver the ultimate client experience in an era of constant change. The startup focuses on serving three key segments: families & individuals, family offices, and foundations & endowments. It offers a comprehensive suite of family office services tailored to specific requirements, designed to enhance net results and achieve objectives, all while crafting an exclusive client experience. Pathstone also provides proprietary portfolio execution and reporting systems to turbo-charge existing family offices, offering creative solutions and tested strategies to complement their operations. Additionally, the company delivers investment counsel, processes, and solutions built to distinctively serve trustee and committee-directed portfolios, as well as results-oriented impact investment solutions for foundations and endowments. One noteworthy event in Pathstone's journey is the Private Equity Round investment at 07 March 2023, with the investment coming from Kelso & Company. With locations across various states in the U.S., including Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming, Pathstone has established a widespread presence. For more information, interested parties can visit their website at www.pathstone.com.

Business keywords: Family Office Services, Financial Planning, Estate Planning, Tax Planning, Investment Advice, ESG Investing, Socially Responsible Investing, Wealth Management, Fiduciary Advice, Financial Reporting, Tax Savings, Innovation

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Kelso & Company
07 Mar 2023
Private Equity Round Undisclosed 2
Lovell Minnick Partners
Lovell Minnick Partners, Kelso & Company
06 Nov 2019

Latest News

View All
Wealth managers face a new challenger: their clients’ AI chatbots — Cnbc
Wealth managers face a new challenger: their clients’ AI chatbots
Cnbc Jul 30, 2026

Pathstone Alternatives & Competitors

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Pathstone vs
Running Point
Running Point United States

Your Family Office—We deliver bespoke investment solutions, innovations, and unique perspectives to...

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Pathstone vs
MGD Wealth
MGD Wealth Australia

Boutique financial advisory that helps you achieve financial clarity so you can focus on your family...

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Pathstone vs
Leo Wealth
Leo Wealth United States

Your Wealth. Our Responsibility.

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FAQ About Pathstone

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, tailor...
Pathstone was founded in 2010.
Pathstone is headquartered in Englewood, United States.
Pathstone operates in Financial Services, Insurance and Legal Tech. Its work centres on Family Office Services, Financial Planning, Estate Planning and Tax Planning.
Pathstone has approximately 611 employees.
Pathstone has completed 2 funding rounds. The latest funding stage is Private Equity.
Top alternatives and competitors to Pathstone include Running Point, MGD Wealth, Leo Wealth, Harris Private Wealth, Ageis. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pathstone and Running Point are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Pathstone, https://bouncewatch.com/company/pathstone, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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