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Matthew Fleissig On Building A $100 Billion Firm To Provide Asset Planning And Other End-To-End Services To Ultra-High-Net-Worth Families
Publisher |
Alejandro Cremades
Media Type |
audio
Categories Via RSS |
Business
Entrepreneurship
Management
Marketing
Publication Date |
Jun 08, 2024
Episode Duration |
00:26:40

Imagine a startup that doesn’t fit the usual mold—one that manages over $100B in assets with a team of nearly 600 employees. This is the incredible story of Matthew Fleissig and Pathstone, a company that has experienced tremendous growth and continues to innovate in the world of finance. Pathstone has attracted funding from top-tier investors like Kelso & Company and Lovell Minnick Partners.

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