About Pathstone Federal Street
Pathstone Federal Street is a company based in Fort Lee (United States) founded in 2010.. The company has 200 employees as of December 31, 2021. Pathstone Federal Street has completed 9 acquisitions, including Advisor Partners, Build Beyond and Crestone Capital. Pathstone Federal Street offers products and services including Advisory Services, Bill Pay Services, and Tax Planning. Pathstone Federal Street operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Cresset Capital Management and Wildcat Capital Management, among others.
- Headquarter Fort Lee, United States
- Employees 200 as on 31 Dec, 2021
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Pathstone Family Office
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Lovell Minnick Partners
& 1 more
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Employee Count
200
as on Dec 31, 2021
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Investments & Acquisitions
Advisor Partners
& 8 more
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Products & Services of Pathstone Federal Street
Pathstone Federal Street offers a comprehensive portfolio of products and services, including Advisory Services, Bill Pay Services, and Tax Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides investment and strategic advice to high net worth clients
Manages payables and receivables for family offices
Offers tax compliance and planning for ultra-high net worth individuals
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Funding Insights of Pathstone Federal Street
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2023 | Amount | Series A - Pathstone Federal Street | Valuation | Kelso & Company | |
| Nov, 2019 | Amount | Series A - Pathstone Federal Street | Valuation | Lovell Minnick Partners |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Pathstone Federal Street
Pathstone Federal Street has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Lovell Minnick Partners and Kelso & Company. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity investments are focused on America and Europe.
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Founded Year | Domain | Location | |
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Private equity investments are directed toward multiple sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Pathstone Federal Street
Pathstone Federal Street has strategically engaged in corporate development activities, having acquired 9 companies. Notable acquisitions include Advisor Partners, Build Beyond and Crestone Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of investment advisory services
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2007 | ||||
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Diversified consulting services are offered across multiple sectors.
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2005 | ||||
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Wealth management services are provided by Price Wealth in Austin.
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2004 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Pathstone Federal Street
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Pathstone Federal Street Comparisons
Competitors of Pathstone Federal Street
Pathstone Federal Street operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Cresset Capital Management and Wildcat Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Pathstone Federal Street
Frequently Asked Questions about Pathstone Federal Street
When was Pathstone Federal Street founded?
Pathstone Federal Street was founded in 2010 and raised its 1st funding round 9 years after it was founded.
Where is Pathstone Federal Street located?
Pathstone Federal Street is headquartered in Fort Lee, United States. It is registered at Fort Lee, New Jersey, United States.
Who is the current CEO of Pathstone Federal Street?
Steve Braverman is the current CEO of Pathstone Federal Street.
How many employees does Pathstone Federal Street have?
As of Dec 31, 2021, the latest employee count at Pathstone Federal Street is 200.
What does Pathstone Federal Street do?
Pathstone Federal Street provider of multi family office services through offering financial products and advice, managing assets, managing wealth portfolios, and multi family offices. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Pathstone Federal Street?
Pathstone Federal Street's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Pathstone Federal Street offer?
Pathstone Federal Street offers Advisory Services, Bill Pay Services, and Tax Planning.
How many acquisitions has Pathstone Federal Street made?
Pathstone Federal Street has made 9 acquisitions, including Advisor Partners, Build Beyond, and Crestone Capital.
Who are Pathstone Federal Street's investors?
Pathstone Federal Street has 2 investors. Key investors include Lovell Minnick Partners, and Kelso & Company.
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