Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Deal Origination Executive Search For Sales Teams Corporate Development For Founders For Agencies For Investors Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Start Free
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 +14
Employees 611
Industries Financial Services, Insurance, Legal Tech
Funding Stage Private Equity
Social

Get notified when Pathstone moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

In The News Jul 30, 2026

Featured on Cnbc: Wealth managers face a new challenger: their clients’ AI chatbots

Get alerts when Pathstone shows new signals

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.

Taxonomy: 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 •••••• 1 •••• •••• 07 Mar 2023
Private Equity Round •••••• 2
Investor
•••• •••• 		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

Pathstone vs
Omnia Family Wealth
Omnia Family Wealth United States

Omnia Family Wealth is a multi-family office based in Aventura, Florida.

11 employees
Finance, Financial Services
Pathstone vs
BIP Wealth
BIP Wealth United States

Helping you fortify your financial success through personalized wealth management strategies.

76 employees
Financial Services, Wealth Management
Compare Pathstone vs BIP Wealth
Pathstone vs
Waterfield Advisors
Waterfield Advisors India

Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the...

Series B
140 employees
Finance, Financial Services
Compare Pathstone vs Waterfield Advisors
Also compare with: Pathstone vs The Welch Group The Welch Group

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 the following industries: Financial Services, Insurance, Legal Tech.
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 Omnia Family Wealth, BIP Wealth, Waterfield Advisors, The Welch Group, Charter Advisory Group LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pathstone and Omnia Family Wealth 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.

Don't just browse. Track.

Signal Tracker monitors Pathstone and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

Start Tracking — Free

One analytics cookie (Google Analytics). Cookie Policy