Summary

Pathstone

Founded in 2010

Description

Pathstone is an independent family and partner owned advisory firm providing objective advice to families, family offices and select institutions.

Strengths

  • Pathstone has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Pathstone was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Annual Revenue

Pathstone's annual revenue

$22010000

Based on Kona Equity data

  • Revenue per employee

    $282179

  • Variance of revenue growth

    0.11

  • Annual revenue growth since founding

    $1572143

  • Revenue growth rate from first known quarter to current

    7.4%

Employee Count

78 employees

  • Employee growth rate from first known quarter to current

    -3.1%

Executives

Matthew Fleissig

President

m**@pathstone.com

Susan Wittliff

Managing Director

s**@pathstone.com

Robert Mcinerney

Associate Director

r**@pathstone.com

Emily Sirokman

Uses Citrix Files To Share Documents Securely

e**@pathstone.com

Gabriel Decker

Managing Director

g**@pathstone.com

Austin Lynch

Senior Advisor

a**@pathstone.com

Craig Metrick

Managing Director

c**@pathstone.com

Janet Mertz

Executive Managing Director

j**@pathstone.com

Anna Veret

Marketing Associate

a**@pathstone.com

Cynthia Huppert

Operations Associate

c**@pathstone.com

Kelwin Conroy

Managing Director and Partner

k**@pathstone.com

Adam Lewis

Executive Managing Director

a**@pathstone.com

Jeffrey Scheer

Executive Managing Director

j**@pathstone.com

Mark Peters

Manager

m**@pathstone.com

Erika Karp

Chief Impact Officer, Founder

e**@pathstone.com

Kyle Kingshott

Managing Director, Client Manager

k**@pathstone.com

Lynnae Brown

Main Point

l**@pathstone.com

Ryan Tiras

Wealth Management Associate

r**@pathstone.com

Kelly Maregni

President

k**@pathstone.com

Mike Slud

Managing Director

m**@pathstone.com

Matthew Mccall

Senior Manager

m**@pathstone.com

Paul Gloth

Managing Director

p**@pathstone.com

Matthew Sher

Chief Administrative Officer

m**@pathstone.com

Christine Fu

Marketing Senior Associate

c**@pathstone.com

John Workman

Managing Director

j**@pathstone.com

Chris Glasgow

Director

c**@pathstone.com

Lisandra Wilmott

General Counsel

l**@pathstone.com

Phone Pathstone

Chief Executive Officer

p**@pathstone.com

G Score - 7

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    1.94 M

  • Page views per visitor

    4.0

  • Daily time

    2:46

Location

10 Sterling Blvd. Ste. 402 
Englewood, NJ  07631

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Key Information

  • SIC: 62; 628
  • NAICS: 561; 56
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Pathstone.

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Frequently Asked Questions

Where is Pathstone located?

Pathstone's headquarters are located at 10 Sterling Blvd. Ste. 402  Englewood, NJ  07631.


What is Pathstone's official website?

Pathstone's official website is pathstone.com


What is Pathstone's revenue?

Pathstone's annual revenue is $22.0 M.


What is Pathstone's SIC code?

Pathstone's SIC: 62; 628


What is Pathstone's NAICS code?

Pathstone's NAICS: 561; 56.


How many employees does Pathstone's have?

Pathstone has 78 employees


What industry does Pathstone belong to?

Pathstone is in the industry of Financial services.

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