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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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
Cypress Wealth Advisors
& 4 more
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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.
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.
People of Cresset Capital Management
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Funding Insights of Cresset Capital Management
Detailed funding history 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.
Investment portfolio details for Cresset Capital Management
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| 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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Financial advisory services are provided to wealth management clients.
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Tax management services are provided to clients nationwide.
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Complete acquisition details for Cresset Capital Management
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Financial Statements - Cresset Capital Management
Detailed financials for Cresset Capital Management
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Cresset Capital Management Comparisons
Peer comparison for Cresset Capital Management
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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.
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Multi-family office services are provided to high-net-worth clients.
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Multi-family office services are provided to high-net-worth clients.
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Provider of multi family office services
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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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Detailed competitors of Cresset Capital Management
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Latest news on 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, Silvercrest Asset Management Group and Rockefeller Capital Management.
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.