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To add your company to this list, please contact Dan Saccardi, Membership Chair.


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Pathstone is an independent advisory firm built for clients and powered by innovation. Inclusive of legacy organizations, it has been providing investment advisory services, and has helped clients align their investments with their values, for over 25 years. Pathstone serves three distinct client segments: families and individuals, family offices and select institutions. Its culture of innovation is built on the timeless foundation of family office service. The team strives to provide the ultimate client experience in an era of constant and disruptive change.

Pathstone is among the leading advisors for social and mission-related investing, with many of its advisors having more than two decades of experience advising and researching environmental, social and governance (ESG) and impact investing strategies. Pathstone continues to dedicate significant resources to provide clients with creative solutions and help them best align their investments with their values and their mission.


  • 24 Federal Street, 8th Floor
  • Boston
  • MA
  • 02110


  • 617 350 8999
  • This email address is being protected from spambots. You need JavaScript enabled to view it.

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