Pathstone is a wealth management firm serving multigenerational families, single family offices, and foundations and endowments. The firm provides a comprehensive range of services, including investment management, estate planning, and tax compliance.

Pathstone

Crestone Capital offers investment management and wealth advisory services, now as part of Pathstone.

Crestone Capital

Malloy and Company is a single family office focused on fostering innovation that drives positive change in the community and environment. The company engages in investments in marketable securities, private equity, and real estate developments.

Metric
Company Name	Pathstone	Crestone Capital	Malloy and Company
Symbol
MSH ID	COM:PATHSTONE	COM:CRESTONECAPITAL	COM:MALLOYANDCO
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Wealth Management	Wealth Management	Investment Management
Country	US	US	US
Stage
Employee Count	251		1
Website	pathstone.com	crestonecapital.com	malloyandco.com
LinkedIn
Founders

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Market Cap
Enterprise Value
Monthly Web Traffic	13.45K	78
Web Traffic Growth	-0.63	0.24
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Raised Capital

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Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
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Return on Capital Employed

COM:PATHSTONE

Pathstone

Company Overview

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