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Company · Wealth management general

Pathstone

As of 4 November 2026, Pathstone has 35 open roles (6 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Azure, Python and SAP Concur as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Englewood, United States201-500 employees10M-50M revenue, est.B2B, B2Cpathstone.com ↗LinkedIn ↗
Headquarters
Englewood, New Jersey, United States
Employees
201-500 employees (linkedin)
Sells to
individuals & families, family offices, institutions
Certifications on site
Site languages
EN
Career system
Greenhouse
35open roles · 6 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Pathstone in one screen

Read from pathstone.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Pathstone does

Pathstone is a wealth advisory firm that provides investment strategy, tax planning, estate and trust services, and family governance for individuals, families, family offices, and institutions. Its offerings include portfolio management, liquidity and cash flow planning, philanthropy-aligned investing, business transaction advisory, and personal CFO services. It serves multigenerational families and privately held companies managing their financial and personal affairs.

strategic financial planning & modelingliquidity & cash flow planninginsurance, risk & cybersecuritytrust administration & governancepersonal CFO & financial operationsdissolution serviceshealth & global care planning
Whom it sells to

Named on the site: individuals & families, family offices, institutions, individuals and families.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 595 scored.

ParetoUnited Kingdom · 51-200 employeesWestminster FinancialUnited States · 51-200 employeesCercanoUnited States · 51-200 employeesEquitable AdvisorsUnited States · 5001-10000 employeesConstantine Wealth ManagementUnited States · 501-1000 employeesJFS Wealth AdvisorsUnited States · 51-200 employees
03Tech stack, with the evidence

What Pathstone says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft AzureIT operations & business systems · high confidence · 3 postings
dership position requires the ability to review technical designs, troubleshoot escalated issues, mentor engineers, and make architectural decisions across Azure, Microsoft 365, identity, endpoint management, networking, and SaaS platforms.
Director, IT Operations · first seen 2026-07-11
PythonIT operations & business systems · high confidence · 3 postings
• Develop a strong understanding of our investment process and, over time, contribute to the Python codebase that powers rebalancing, trade generation, and reporting.
Investment Analyst · first seen 2026-07-11
SAP ConcurFinance & accounting · high confidence · 2 postings
This position manages daily Concur activities, provides team member training and support, serves as a backup for Accounts Payable and corporate card administration, and assists with other Finance activities including specific in-office dut
Associate, Finance · first seen 2026-09-18
Agillinkhigh confidence · 1 posting
dle all incoming and outgoing mail documents packages and faxes, including scanning all client mail for electronic distribution, inputting into Datafaction, and coding AP mail in AgilLink, ensuring timely and accurate internal distribution.
Associate, Bellevue · first seen 2026-10-21
Microsoft Entra IDIT operations & business systems · high confidence · 2 postings
• Drive seamless integration across systems, establishing effective identity and access management across Azure Entra ID/AD and SaaS SSO platforms.
Director, IT Operations · first seen 2026-07-11
OktaIT operations & business systems · high confidence · 2 postings
• Lead the management of all IT-owned cloud and SaaS platforms across the firm, including Azure, Microsoft 365, Okta Identity, Zoom, and other collaboration and enterprise applications.
Director, IT Operations · first seen 2026-07-11
Active DirectoryIT operations & business systems · high confidence · 1 posting
• Drive seamless integration across systems, establishing effective identity and access management across Azure Entra ID/AD and SaaS SSO platforms.
Director, IT Operations · first seen 2026-07-11
Azure DevOpsIT operations & business systems · high confidence · 1 posting
You will play a key role in enabling rapid and reliable delivery through Azure DevOps and robust CI/CD pipelines while advancing the maturity and efficiency of the organization’s cloud operations.
Senior Cloud Operations Engineer · first seen 2026-07-11
Azure Key VaultIT operations & business systems · high confidence · 1 posting
• Own operational lifecycle management for Azure app registrations, enterprise applications, service principals, client secrets, certificates, Key Vault integrations, and related monitoring/alerting to prevent expiration-related outages.
Senior Cloud Operations Engineer · first seen 2026-07-11
Azure OpenAIIT operations & business systems · high confidence · 1 posting
• Support the deployment and operationalization of AI solutions including Copilot technologies, Azure OpenAI, and other modern LLM options (e.g., Claude) where appropriate.
Senior Cloud Operations Engineer · first seen 2026-07-11
Azure SQL DatabaseIT operations & business systems · high confidence · 1 posting
• Deploy and operate Azure SQL Database / Azure SQL Managed Instance services, including secure connectivity, backups, performance monitoring, availability options, and recovery validation.
Senior Cloud Operations Engineer · first seen 2026-07-11
Azure SQL Managed InstanceIT operations & business systems · high confidence · 1 posting
• Deploy and operate Azure SQL Database / Azure SQL Managed Instance services, including secure connectivity, backups, performance monitoring, availability options, and recovery validation.
Senior Cloud Operations Engineer · first seen 2026-07-11
Microsoft Excelmedium confidence · 27 postings
Associates typically spend their days completing independent work for clients, primarily using Excel and PowerPoint, as well as other software programs including Addepar and Salesforce.
Associate, Client Advisory · first seen 2026-05-24
Microsoft Officemedium confidence · 23 postings
• Skill with PC and Microsoft Office suite, particularly Excel.
Senior Associate, Client Advisory · first seen 2026-05-24
On the website or in DNS

Vendors whose code loads on pathstone.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Cloudflareseen on pathstone.comHubSpotseen on pathstone.comAlchemerseen on pathstone.comAnthropicseen on pathstone.comappleseen on pathstone.com
backstop_solutionsseen on pathstone.com
Boxseen on pathstone.com
constant_contactseen on pathstone.com
DocuSignseen on pathstone.comexclaimerseen on pathstone.comMailchimpseen on pathstone.com
mailchimp_transactionalseen on pathstone.com
Microsoft 365seen on pathstone.com
Microsoft Entra IDseen on pathstone.com
microsoft_intuneseen on pathstone.com
microsoft_teamsseen on pathstone.com
Ripplingseen on pathstone.comSalesforceseen on pathstone.com
zoho_mailseen on pathstone.com
04Hiring

35 open roles, 21 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Pathstone, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Pathstone to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Pathstone

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 595 scored.

ParetoIndependent financial advisers · United Kingdom51-200 employees
Westminster FinancialWealth management general · United States51-200 employees
CercanoPrivate asset managers · United States51-200 employees
Equitable AdvisorsIndependent financial advisers · United States5001-10000 employees
Constantine Wealth ManagementWealth management general · United States501-1000 employees
JFS Wealth AdvisorsWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal namePathstone
IndustryBusiness & finance services · Wealth management general
Offeringsstrategic financial planning & modeling · liquidity & cash flow planning · insurance, risk & cybersecurity · trust administration & governance · personal CFO & financial operations · dissolution services · health & global care planning
Target customersindividuals & families · family offices · institutions · individuals and families
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 1 phone numbers
Pages readterms, home
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Pathstone (Englewood, United States, 201-500 employees) has 35 open roles, 6 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/pathstone.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from pathstone.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Pathstone: questions

Does Pathstone use Microsoft Azure?

Yes, by the company's own words: 3 postings name it, first seen 2026-07-11, in the it operations & business systems team.

Is Pathstone hiring?

35 open roles as of 4 November 2026, 6 opened in the last 30 days and 5 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From pathstone.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at Pathstone?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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