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Pathstone
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
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Pathstone at a glance
Pathstone is an asset management company. Xcout recorded 10 job postings from Pathstone in the last 90 days, naming tools such as Salesforce, ChatGPT.
Hiring at Pathstone
Xcout recorded 10 job postings from Pathstone in the last 90 days, from a hiring record Xcout has kept since September 2026.
Tools named in Pathstone's job postings
The weekly hiring trend, the roles and locations behind it — see Pathstone's hiring signals →
Tech stack
Pathstone competitors
A few of Pathstone's closest competitors — see the full list of competitors and alternatives →
Ballentine Partners is an independent wealth management and multi-family office firm that provides investment management, financial planning, and related advisory services. It serves high-net-worth individuals, families, and family offices.
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Evelyn Partners provides personalized wealth management, financial planning, and investment management services for individuals, families, charities, and entrepreneurs. The company combines financial planning and investment strategies to help clients manage their assets, plan for retirement, and navigate life transitions.
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More on Pathstone in Xcout Intel
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access