About Cresset Capital Management
Cresset Capital Management is a company based in Chicago (United States) founded in 2017 by Eric Becker and Avy Stein. It operates as a B2B, and D2C. Cresset Capital Management has completed 5 acquisitions, including Cypress Wealth Advisors, Evanston Advisors and PagnatoKarp. Cresset Capital Management offers products and services including Wealth Management, Family Office Services, Exit Planning, and Trust Services. Cresset Capital Management operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Wildcat Capital Management, among others.
- Headquarter Chicago, United States
- Founders Eric Becker, Avy Stein
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Cresset Asset Management, Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investments & Acquisitions
Cypress Wealth Advisors
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Cresset Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided to high-net-worth individuals.
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2016 | ||||
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Financial advisory services are provided to wealth management clients.
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2004 | ||||
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Tax management services are provided to clients nationwide.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Cresset Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cresset Capital Management Comparisons
Competitors of Cresset Capital Management
Cresset Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Wildcat Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cresset Capital Management
Frequently Asked Questions about Cresset Capital Management
When was Cresset Capital Management founded?
Cresset Capital Management was founded in 2017.
Where is Cresset Capital Management located?
Cresset Capital Management is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
What does Cresset Capital Management do?
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.
Who are the top competitors of Cresset Capital Management?
Cresset Capital Management's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Cresset Capital Management offer?
Cresset Capital Management offers Wealth Management, Family Office Services, Exit Planning, and Trust Services.
How many acquisitions has Cresset Capital Management made?
Cresset Capital Management has made 5 acquisitions, including Cypress Wealth Advisors, Evanston Advisors, and PagnatoKarp.