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Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Waycross Bank is a Waycross, GA-based company in the Financial Services sector.
Citizens Bank - Indianapolis IN is a Mooresville, IN-based company in the Financial Services sector.
Topstep is a financial technology company based in Chicago, Illinois, founded in 2012 by Michael Patak, a former floor trader. Originally named TopstepTrader, the company rebranded to Topstep in 2020 after a merger. The name reflects the ideal position on the trading floor, emphasizing the companys commitment to enhancing traders skills. Topstep specializes in evaluating day traders through real-time simulated trading accounts. Its three-step funding process, known as the Trading Combine, assesses traders on profitability and risk management before providing them with a funded trading account to trade futures contracts. The company also offers educational resources, including group and digital coaching, blogs, podcasts, and live streams to help traders improve their skills. Topstep focuses exclusively on futures trading and utilizes Ninjatrader and Quantower as its primary trading platforms. The company targets retail traders looking to enhance their trading abilities and offers professional support to help them succeed. With a team of over 140 members, Topstep promotes a culture of innovation and continuous learning.
StonehamBank - A Co-operative Bank is one of the leading companies in the Financial Services sector.