About Cresset Capital Management
Cresset Capital Management is a Financial Services company based in Chicago (United States) founded in 2017 by Eric Becker and Avy Stein. It offers wealth management, investment advisory, and family office services for entrepreneurs and families. It operates on a B2B and D2C model. Cresset Capital Management has completed 5 acquisitions, including Cypress Wealth Advisors, Evanston Advisors and PagnatoKarp. Its website cressetcapital.com draws about 111 thousand monthly visits. Cresset Capital Management offers products and services including Wealth Management, Family Office Services, Exit Planning, and Trust Services. Its focus areas include Finance, Wealth Management, Family Office and Private Wealth. Its legal entity is Cresset Asset Management, LLC. Similar companies include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street; 2 of its 3 listed similar companies have raised funding.
Company details
Cresset specializes in delivering customized private wealth management and family office services to ultra-high-net-worth individuals, entrepreneurs, and families. It provides holistic financial planning, investment advisory, tax strategies, trust services, and exit planning through a team of experts. Based in the US with multiple offices, Cresset focuses on transparency and fiduciary standards to simplify complex financial needs and support multi-generational wealth management.
- Headquarters Chicago, United States
- Founders Eric Becker, Avy Stein
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website cressetcapital.com
- Social LinkedIn Instagram YouTube
- Legal Name Cresset Asset Management, Llc
- Investments & AcquisitionsCypress Wealth Advisors
& 4 more
Products & Services of Cresset Capital Management
Cresset Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, Exit Planning, and Trust Services.
Provides investment advisory and financial planning for high-net-worth clients.
Offers customized planning, tax, and trust services for ultra-wealthy families.
Guides entrepreneurs on business sales and liquidity strategies.
Manages estate and legacy planning for individuals and families.
Apps and channels of Cresset Capital Management
its YouTube channel Cresset Family Office has 250 subscribers and 30 videos.
Videos from Cresset Capital Management
The most watched videos on Cresset Capital Management's YouTube channel, Cresset Family Office (250 subscribers). Click a video to play it here.
More on Cresset Family Office.
People of Cresset Capital Management
91 people are tracked at Cresset Capital Management (78 in leadership, 3 in board & advisors, 10 in team).
| Name | Role | Group |
|---|---|---|
Eric Becker | Co-Founder, Chairman | Leadership |
Avy Stein | Co-Founder, Chairman | Leadership |
Amy Gierak | VP, Client Relationship Specialist | Leadership |
Jack Sawyer | Partner & Managing Director | Leadership |
Alex Smith | Partner, Managing Director & Wealth Advisor | Leadership |
W. Janet Dougherty | Partner & Managing Director | Leadership |
Tom Christman | Head of Talent Acquisition | Leadership |
Paul Algreen | Chief Technology Officer, Executive Managing Director | Leadership |
Melissa Yeoh Hoeck | Managing Director, Head Of Integrations | Leadership |
Josh Chapple | Head Of Technology Strategy & Transformation | Leadership |
Oleg Ikhelson | Managing Director & Head of Tax | Leadership |
Whitney Webb | Managing Director, Family Governance | Leadership |
Chris Stout | Managing Director, Wealth Advisor | Leadership |
Gus Spaulding | Managing Director, Wealth Advisor | Leadership |
April Neuhaus | Executive Assistant To The COO And CFO | Leadership |
Jack Ablin | Executive Managing Director, Founding Partner & Chief Investment Strategist | Leadership |
Michael Costabile | Executive Managing Director, Chief Financial Officer - Cresset Capital Management | Leadership |
Bill Rudnick | Executive Managing Director & Chief Legal Officer | Leadership |
Christopher J. Demonte | Partner and Managing Director | Leadership |
Bernardo Murillo | Tax Director | Leadership |
71 more people are available in the full profile.
Complete people profiles for Cresset Capital Management
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Investments & Acquisitions by Cresset Capital Management
Cresset Capital Management has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Cypress Wealth Advisors, Evanston Advisors and PagnatoKarp.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
A multi-family office is operated for wealth management and planning. | connableoffice.com | Kalamazoo, United States | 1800 | Jun 2024 | •••• | |
Tax management services are provided to clients nationwide. | taxaware.com | Houston, United States | 1986 | Jul 2021 | •••• | |
Wealth management services are provided to high-net-worth individuals. | pagnatokarp.com | Reston, United States | 2016 | Jun 2020 | •••• | |
Financial advisory services are provided to wealth management clients. | cypresswealth.com | San Francisco, United States | 2004 | May 2019 | •••• | |
Wealth management services are provided to clients by Evanston Advisors. | evanstonadvisors.com | Schaumburg, United States | 1982 | Mar 2019 | •••• |
Complete acquisition details for Cresset Capital Management
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
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- Exports
Verified entity values are shown only after access is granted.
Timeline of Cresset Capital Management
6 dated milestones of Cresset Capital Management across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Cresset Capital Management is founded.
- Acquisition Acquires Evanston Advisors.
- Acquisition Acquires Cypress Wealth Advisors.
- Acquisition Acquires PagnatoKarp.
- Acquisition Acquires Tax Aware.
- Acquisition Acquires The Connable Office.
Similar companies to Cresset Capital Management
Cresset Capital Management has 3 listed similar companies in our database, 2 of them funded. They include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. | ||
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services |
Detailed similar companies of Cresset Capital Management
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Web traffic of Cresset Capital Management
The website of Cresset Capital Management (cressetcapital.com) receives about 111.4K visits a month and ranks #459,097 among all websites worldwide, #4,656 in Investing.
- Monthly visits111.4K
▲ 22.2% vs previous month
- Unique visitors20.1K
per month
- Global rank#459,097
among all websites
- Category rank#4,656
Finance · Investing
- Bounce rate47%
- Pages per visit2.7
- Average visit2 min 19 sec
- DevicesDesktop 80% · Mobile 20%
Websites whose visitors overlap most with Cresset Capital Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| altoo.io | 100% | 24.9K | #1,137,575 | View details | |
| finance-watch.org | 100% | 34.6K | #997,301 | View details | |
| bartlett1898.com | 100% | 4.2K | #4,060,019 | View details | |
| woodbridgegrp.com | 100% | 9.4K | #2,234,410 | View details | |
| rockco.com | 100% | 159.1K | #276,356 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 29 similar websites and full traffic analytics for Cresset Capital Management
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- 29 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Single Family Offices
3 companies that operate in the same segment as Cresset Capital Management (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Cresset Capital Management
Complete news archive for Cresset Capital Management
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Frequently Asked Questions about Cresset Capital Management
Cresset Capital Management was founded in 2017.
Cresset Capital Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Cresset specializes in delivering customized private wealth management and family office services to ultra-high-net-worth individuals, entrepreneurs, and families. It provides holistic financial planning, investment advisory, tax strategies, trust services, and exit planning through a team of experts. Based in the US with multiple offices, Cresset focuses on transparency and fiduciary standards to simplify complex financial needs and support multi-generational wealth management.
Cresset Capital Management's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Cresset Capital Management offers Wealth Management, Family Office Services, Exit Planning, and Trust Services.
Cresset Capital Management has made 5 acquisitions, including Cypress Wealth Advisors, Evanston Advisors, and PagnatoKarp.
Cresset Capital Management operates through Cresset Asset Management, Llc.
The website of Cresset Capital Management receives about 111 thousand visits a month and ranks #459,097 among all websites worldwide.