Pathstone Tech Stack

Wealth advisory and family office platform for high-net-worth clients

Financial Services Englewood, New Jersey 501–1,000 employees Privately Held

Pathstone is a wealth management firm serving high-net-worth individuals, families, and family offices, with a tech stack anchored in Microsoft and cloud services (Azure, AWS, Salesforce, NetSuite). Hiring is finance-heavy (44 roles) with accelerating velocity and only 6 engineering positions, suggesting the company is scaling operations and compliance infrastructure faster than product development—a typical pattern for regulated wealth management firms managing complex client portfolios and tax obligations.

Tech Stack 27 technologies

Core StackC# .NET TypeScript Python MongoDB Salesforce AWS NetSuite Microsoft Exchange CrowdStrike Okta Linux Power BI Microsoft Office Excel SQL SQL Server Reporting Services UKG Exchange Online SharePoint Azure Microsoft 365 Teams Microsoft Defender Netskope Windows

AdoptingSage Intacct

What Pathstone Is Building

◆Challenges

Process inefficiencies
Timely tax return submissions
Maintaining high availability and reliability
Ensuring security compliance
Accurate financial reporting
Complex marketing programs
Improving payroll workflow processes
Scaling talent strategy
Modernizing deployment processes
Improving integration efficiency

▲Active Projects

Client offboarding
Client presentation material creation
Performance analysis preparation
Modernizing technical environments and deployment processes
Designing infrastructure for new investment strategies
Platform and data integrations
Process automation for engagement operations
Data validation and reporting for engagement metrics
Career pathing frameworks
Talent assessment tools

Hiring Activity

Accelerating100 roles · 50 in 30d

Department

Finance

Ops

Marketing

Engineering

Operations

Support

Research

Seniority

Mid

Senior

Manager

Junior

Director

Intern

Notable leadership hires: Tax Director

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About Pathstone

Pathstone provides integrated wealth advisory, estate planning, tax services, and lifestyle management to individuals and families of significant wealth, as well as family offices and institutions. The firm operates out of Englewood, New Jersey, and employs 501–1,000 people. Its service model combines investment advice, trust and estate planning, tax planning, bill pay, and ESG investing, all delivered through a unified client experience. The company is actively modernizing its technical environment and expanding client engagement operations.

HeadquartersEnglewood, New Jersey

Company Size501–1,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Pathstone use?

Pathstone uses Microsoft Office, Excel, C#, .NET, TypeScript, Python, SQL, MongoDB, Salesforce, AWS, Azure, NetSuite, and UKG. Security tools include CrowdStrike, Microsoft Defender, Okta, and Netskope. The firm is adopting Sage Intacct.