Pathstone: Detailed Company Information & Corporate Profile

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Summary

The company currently specializes in the Financial Services area. The annual revenue of Pathstone varies between 500M and 1B. To connect with Pathstone employee register on SignalHire.

Pathstone Websitepathstone.com
Industries
Pathstone Headquarters address10 Sterling Blvd, Englewood, New Jersey, 07631 US
Company Size500-1000 employees
SpecialtiesFamily Office Services, Investment Advice, Tax Planning, Estate Planning, Bill Pay, Accounts Receivable , ESG Investing, Environmental, Social, Governance Investing, Socially Responsible Investing, Investment Solutions, Family Office Structuring, Tax Advice, Tax Savings, Fee Savings
Estimated Annual Revenue$500M - 1B

Estimated Website Traffic

The chart shows a decline in traffic to the pathstone.com website. In May, traffic decreased to 7317, compared to 7372 in the previous month. The highest traffic in 2026 was recorded in March, reaching 7374 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Pathstone's workforce includes employees across a wide range of tenure levels.

2% have been with the company for less than 1 year9% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years7% have been with the company for 5 to 7 years23% have been with the company for 8 to 10 years39% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Pathstone
Mandi Nance
Mandi NanceDirector | Personal CFO Services
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Austin Lynch
Austin LynchDirector
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Sarah
SarahAssociate Director, Wealth Planning
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Kevin Casey
Kevin CaseyManaging Director
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Alex Liu
Alex LiuAccounting Manager
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Joseph DeSocio
Joseph DeSocioAssociate Director
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Elizabeth Coker
Elizabeth CokerAccounting Associate
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Connor OBrien
Connor OBrienManager, Client Advisory
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Ava Allard
Ava AllardClient Advisory Associate
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Winn Anhut
Winn AnhutClient Advisory Senior Associate
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Daniel Riley
Daniel RileyAssociate
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Destiny Morris
Destiny MorrisExecutive Assistant
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Leila Shelon
Leila ShelonClient Advisory Associate
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Pathstone Corporate Information: FAQ

Pathstone operates in the Finance industries. More details can be found on the official website: pathstone.com.
Pathstone has offices located in Englewood, US.
The headquarters of Pathstone are located in Englewood, United States.
Pathstone currently employs 500-1000 people.
Pathstone's revenue is approximately 525.2M.

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