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.