Pathstone: Detailed Company Information & Corporate Profile

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Summary

The business currently specializes in Financial Services area. Matthew Fleissig is the Chief Executive Officer at the company. The company has 500-1000 employees. Register with SignalHire to connect with Pathstone employees and management.

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 July, traffic decreased to 5212, compared to 6216 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.

3% have been with the company for less than 1 year16% have been with the company for 1 to 2 years22% have been with the company for 3 to 4 years13% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years38% 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 CaseyExecutive Managing 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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Steven DeLucia CFA
Steven DeLucia CFAManaging Director
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Leila Shelon
Leila ShelonClient Advisory Senior Associate
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Aisha Gleason
Aisha GleasonLimited Partner
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Sadia Manir
Sadia ManirWealth Management
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Adrian Utter
Adrian UtterAdvisory Intern
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Sam Keim
Sam KeimSenior Analyst
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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.

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