About Crest Financial
Crest Financial is a company based in Draper (United States) founded in 2005 by Clint Cowley, Bob Millerberg, and Robert Coombs. It operates as a B2C. The company has 86 employees. Crest Financial operates in a competitive market with competitors including Upstart, Laurel Road, Tala, JIMU Group and Credova, among others.
- Headquarter Draper, United States
- Employees 86
- Founders Clint Cowley, Bob Millerberg, Robert Coombs
- SectorsFinancial Services
- Website crestfinancial.com
- Social X
- Legal Name Crest Financial Services, Llc
- InvestorsCrystal Financial
& 1 more
- Employee Count86
Funding Insights of Crest Financial
- Total Rounds 1
- Investors Count 2
All 1 funding rounds of Crest Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2015 | – | Debt – Venture | – | – |
2 investors in total: 2 institutional.
Investors in Crest Financial
Crest Financial has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Crystal Financial and Comvest Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and credit investment services for North American middle-market companies. | – | comvest.com | - | |
Debt financing is offered to US tech and offline companies. | 1993 | crystalfinco.com | Boston, United States |
Investor details for Crest Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Crest Financial
3 people are tracked at Crest Financial (3 in leadership); the tracked headcount is 86.
| Name | Role | Group |
|---|---|---|
Clint Cowley | Co-Founder, COO | Leadership |
Bob Millerberg | Co-Founder, CEO | Leadership |
Robert Coombs | Co-Founder, President | Leadership |
Complete people profiles for Crest Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Crest Financial
2 dated milestones of Crest Financial across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Crest Financial is founded.
- Funding First funding round.
Competitors of Crest Financial
Crest Financial 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 Upstart, Laurel Road, Tala, JIMU Group and Credova, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| upstart.com | 2012 | Palo Alto, United States | $128.65M | 1,497 | Diversified loans are provided via an AI-enabled online marketplace. | |
| laurelroad.com | 2006 | New York, United States | $20M | – | Student loan refinancing, mortgages, and personal loans are offered online. | |
| tala.co | 2011 | Santa Monica, United States | $347.7M | 40 | Fintech services for credit, savings, and payments are delivered globally. | |
| jimugroup.com | 2012 | Wan Chai, China | $131.19M | – | Online lending marketplace for loans | |
| credova.com | 2016 | Ashburn, United States | – | 24 | Provides financing options for shoppers to buy products and pay in installments. | |
| grain.credit | 2017 | Oakland, United States | $1.03M | 36 | Personal credit lines are provided via an app-based platform. |
Detailed competitors of Crest Financial
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- Full competitor set
- Operating metrics
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Similar companies to Crest Financial
10 companies that operate in the same segment as Crest Financial (Alternative Lending), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
A peer-to-peer marketplace for business loans is operated and developed. | 2010 | London, England, United Kingdom | USD 372.67 M | USD 299.61 M | 726 | |
Diversified loans are provided via an AI-enabled online marketplace. | 2012 | Palo Alto, California, United States | USD 128.65 M | USD 1.04 B | 1,190 | |
Various consumer loans and financial services are offered online. | 2011 | San Francisco, California, United States | USD 3.04 B | USD 4.77 B | 5,000 | |
Purchase financing solutions are offered to businesses via installment payments. | 2019 | Dubai, Dubai, United Arab Emirates | USD 837 M | – | – | |
Financial services are provided, specializing in personal and business loans. | 2016 | Mumbai, Maharashtra, India | USD 349.23 M | USD 106.45 M | 1,749 | |
Credit score checking and comparison platform for financial products | 2007 | San Francisco, California, United States | USD 869.77 M | – | – | |
Financial benefits platform for on-demand pay is provided to employees. | 2018 | London, England, United Kingdom | USD 133.02 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Digital lending and instant credit lines are provided to individuals. | 2016 | Gurugram, Haryana, India | USD 115 M | USD 18.69 M | 81 | |
Personal loans and lines of credit are provided by Mogo. | 2008 | Vancouver, British Columbia, Canada | – | USD 49.45 M | – |
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Frequently Asked Questions about Crest Financial
Crest Financial was founded in 2005 and raised its 1st funding round 10 years after it was founded.
Crest Financial is headquartered in Draper, United States. It is registered at Draper, Utah, United States.
Bob Millerberg is the current CEO of Crest Financial. They have also founded this company.
Crest Financial has 86 employees.
Crest Financial, led by Clint Cowley as Co-Founder, COO, Bob Millerberg as Co-Founder, CEO, Robert Coombs as Co-Founder, President, specializes in offering financial products and advice, fintech, facilitating loans and financing, and online loans. Hosts a digital marketplace for consumer and business loans. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
Crest Financial's top competitors include Upstart, Laurel Road and Tala.
Crest Financial has 2 investors. Key investors include Crystal Financial, and Comvest Partners.
Crest Financial operates through Crest Financial Services, Llc.