Fundraising FoxKelso — 2023 Investments
1 investments dated 2023 · listed companies and verified rows first · show all
Pathstonepathstone.cominMar 2023
Pathstone provides wealth management and advisory services to clients with complex financial needs, offering integrated portfolio management, tax and estate planning, and family governance services.
Enterprise SoftwareFintech
Co-investorsLovell Minnick
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.