The Welch Group
Enriching the lives of others - our clients, our colleagues, and the community we serve.
35 employees · est. 1984 · Birmingham, United States
The Welch Group is the older company (2010 vs 1984); Pathstone is the larger of the two.
1 signal in the last 90 days
Side-by-Side Comparison
| Metric | Pathstone | The Welch Group |
|---|---|---|
| Founded | ||
| Founded | 2010 | 1984 older |
| Headquarters | ||
| Headquarters | Englewood, United States | Birmingham, United States |
| Employees | ||
| Employees | 611 larger | 35 |
| Industry | ||
| Industry | Financial Services, Insurance, Legal Tech | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Fee-only Wealth Management, Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Cash Flow Analysis, Limited Family Office, Charitable Planning, Generational Planning, Legacy Planning, Financial Advice, Personalized Team Approach, Trustworthy Source, Birmingham Community |
| Website | ||
| Website | pathstone.com | welchgroup.com |
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...
About The Welch Group
The Welch Group is a financial services and wealth management company with a mission to enrich the lives of its clients, colleagues, and the community. Established in 1984 by Stewart H. Welch, III, the company recognized the need for impartial and trustworthy financial advice in the Birmingham commu...
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BounceWatch watches Pathstone and The Welch Group for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Pathstone and The Welch Group — by email.
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Compiled from the BounceWatch company index. We last looked at Pathstone on 11 Sep 2024, and The Welch Group on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.