DealMakers: Entrepreneur | Startups | Venture Capital
DealMakers: Entrepreneur | Startups | Venture Capital
Alejandro Cremades
Matthew Fleissig On Building A $100 Billion Firm To Provide Asset Planning And Other End-To-End Services To Ultra-High-Net-Worth Families
26 minutes Posted Jun 8, 2024 at 11:27 am.
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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.