Pathstone

New York, USApathstone.com/1expert edge

Partner-owned wealth management and family office firm serving ultra-high net worth families, now operating 23+ offices with $100B+ AUA after acquiring Crestone, Hall, and Mill Creek.

Why interesting to a deal team

Matt Fleissig is co-founder and CEO since 2010, leading aggressive acquisition strategy to build one of the largest independent family office platforms through roll-ups of boutique and regional firms.

Experts connected to this company

Matt FleissigCo-founder and CEO since 2010

Matt Fleissig

CEO and Co-founder

Pathstone

FounderEnglewood

Fleissig has led Pathstone's roll-up strategy through billion-dollar mergers (Hall Capital, Crestone, Mill Creek) to $100B+ AUM — a first-hand read on RIA consolidation deal terms and integration risk.

Sources

Structured dataPrimary
pathstone.com
Page titleOther
wealthmanagement.com/ria-news/pathstone-to-merge-with-hall-capital-to-create-100b-aum-firm

Strongest evidenceStructured data2 public sourcesHow the grades work