Provides wealth management and family office services.
| Title |
|---|
| Associate Director, Financial Planning & Analysis Full Time · $145K-$170K · 10+ YOE Newtown Square, Pennsylvania, United States · Hybrid |
| Associate Director, Financial Planning & Analysis Full Time · $145K-$170K · 10+ YOE Boston or Atlanta or New York or Bellevue or Potomac or Winter Park or Denver · Remote |
| Associate Director, Personal CFO Services Full Time · 7+ YOE Atlanta, Georgia, United States · Onsite |
| Manager, Revenue Full Time · $110K-$125K · 5+ YOE Boston or New York or Bellevue or Atlanta or Potomac or Newtown Square or Denver · Remote |
| Client Manager Full Time · 4+ YOE Austin, Texas, United States · Onsite |
| Senior Associate, Tax Full Time · $70K-$90K · 3+ YOE Atlanta or Bellevue or Boston or Newtown Square or New York or Potomac or Englewood · Onsite |
| Associate, Client Advisory Full Time Austin, Texas, United States · Onsite |
| Associate, Client Advisory Full Time · $65K-$73K Boston, Massachusetts, United States · Onsite |
| Learning Specialist Full Time · $60K-$65K · 1+ YOE Boston or Potomac or Alexandria or Newtown Square or New York · Onsite |
| Associate, Client Advisory Full Time · $65K-$73K Bellevue, Washington, United States · Onsite |
| Service Desk Technician Full Time · $65K-$75K · 3+ YOE Boulder or Denver · Onsite |
| Senior Associate, Client Advisory Full Time · $75K-$85K · 1+ YOE Bellevue, Washington, United States · Onsite |
| Associate, Personal CFO Services Full Time · 2+ YOE Atlanta, Georgia, United States · Onsite |
| Director, Client Advisory Full Time · $125K-$150K · 7+ YOE Boulder or Denver · Hybrid |
| Associate, Investment Operations Full Time · $85K-$95K · 1+ YOE New York, New York, United States · Hybrid |
| Senior Associate, Client Advisory Full Time · 1+ YOE Boston, Massachusetts, United States · Onsite |
| Manager, Engagements Full Time · $80K-$85K · 5+ YOE Potomac or Alexandria or Bellevue or Austin or Denver or Boulder · Hybrid |
| Senior System Administrator Full Time · $110K-$125K · 5+ YOE Atlanta or Boston or New York or Englewood or Potomac or Alexandria or Newtown Square · Hybrid |
| Associate, Investment Operations Full Time · $85K-$95K · 1+ YOE San Francisco, California, United States · Onsite |
| Program Manager, Marketing Full Time · $85K-$100K · 7+ YOE New York or Englewood or Boston or Newtown Square or Potomac or Alexandria or Atlanta · Onsite |
| Designer, Marketing Full Time · $85K-$100K · 4+ YOE New York or Englewood or Boston or Newtown Square or Potomac or Alexandria or Atlanta · Hybrid |
| Fixed Income Trader Full Time · 2+ YOE Newtown Square, Pennsylvania, United States · Onsite |
| Service Desk Technician Full Time · $65K-$85K · 3+ YOE New York, New York, United States · Onsite |
| Payroll Specialist Full Time · $65K-$70K · 3+ YOE Boston or New York or Atlanta or Potomac or Boulder or Newtown Square or Alexandria · Onsite |
| Head of Product & Technology Full Time · 7+ YOE Newtown Square, Pennsylvania, United States · Onsite |
| Activities | Investment advisory servicesComprehensive tax strategyWealth and estate planningFamily governance servicesPhilanthropic advisory services |
| Headquarters | US |
| Industries | Wealth ManagementFinancial Services |
| Name | Pathstone |
| Employees | 824 |
| Type | Private |
| Parent Company | Pathstone Holdings LLC |
| Subsidiaries | Hall Capital PartnersVeritableWillow StreetConcentric InnovationCrestone Capital |
| Tagline | Provides wealth management and family office services. |
| Founded | 2,010 |
| Website | pathstone.com |
| Latest Funding Round | Private Equity |
| Latest Funding Year | 2,023 |
| Latest Funding Amount | 769,000,000 |
| Latest Investors | Kelso & CompanyLovell Minnick Partners |