Pathstone
Overview
Pathstone is a U.S.-based wealth management firm specializing in comprehensive financial planning and investment services for high-net-worth individuals and families. The firm offers a range of services, including investment management, estate planning, and family governance, tailored to meet the unique needs of each client. With a team of over 775 professionals, Pathstone provides personalized attention backed by extensive expertise in various financial disciplines. The firm's investment approach emphasizes a global manager network, customized implementation, and open-architecture independence to deliver objective advice aligned with client interests. Pathstone's strategy focuses on thoughtful allocation, risk intelligence, and continuous innovation to adapt to evolving market conditions and client objectives. The firm serves clients across the United States, with offices in cities such as Los Angeles, San Francisco, New York, and Englewood, New Jersey. Pathstone's commitment to excellence is reflected in its recognition as the #2 Top RIA Firm in 2025 by Forbes. The firm's dedication to client success is further demonstrated through its combination with Willow Street in 2022, enhancing its fiduciary services and expanding its capabilities to serve multigenerational families effectively. This strategic move underscores Pathstone's ongoing efforts to provide comprehensive and customized wealth management solutions to its clients.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
Get the full list of 54,000+ investors
Pathstone and every other firm and angel in the database — as one spreadsheet you keep.
$19one-time payment · no subscription- All 54,000+ investors — VC firms, private equity, family offices and angels
- The key person to contact at each one, with their job title
- Their work email address
- Their phone number
- Their LinkedIn profile
- Delivered as a single .xlsx file — download it as many times as you like
Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.
Frequently asked questions about Pathstone
What sectors does Pathstone invest in?
Pathstone invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New Jersey, United States. Pathstone is listed as a family office in the ConnectSafely investor database.
What stage does Pathstone invest at?
Pathstone backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Pathstone invest in?
Pathstone invests across United States.
What companies has Pathstone invested in?
Pathstone's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
