About Crestone Capital
Crestone Capital is a company based in Boulder (United States) founded in 1991 was acquired by Pathstone Federal Street in February 2024.. Crestone Capital has raised $26.5 million across 1 funding round from investors including Pathstone Federal Street. Crestone Capital operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Boulder, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$26.5 M (USD)
in 1 rounds
-
Latest Funding Round
$26.5 M (USD), Series B
Oct 09, 2020
- Investors
-
Employee Count
Employee Count
-
Acquired by
Pathstone Federal Street
(Feb 15, 2024)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Unlock access to complete
Unlock access to complete
Funding Insights of Crestone Capital
Crestone Capital has successfully raised a total of $26.5M through 1 strategic funding round. The most recent funding activity was a Series B round of $26.5 million completed in October 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series B — $26.5M
-
First Round
First Round
(09 Oct 2020)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2020 | Amount | Series B - Crestone Capital | Valuation |
investors |
|
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Crestone Capital
Crestone Capital has secured backing from 1 investor. Prominent investors backing the company include Pathstone Federal Street. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provider of multi family office services
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Crestone Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Crestone Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Crestone Capital Comparisons
Competitors of Crestone Capital
Crestone Capital 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Crestone Capital
Frequently Asked Questions about Crestone Capital
When was Crestone Capital founded?
Crestone Capital was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Where is Crestone Capital located?
Crestone Capital is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
Who is the current CEO of Crestone Capital?
Eric Kramer is the current CEO of Crestone Capital.
Is Crestone Capital a funded company?
Crestone Capital is a funded company, having raised a total of $26.5M across 1 funding round to date. The company's 1st funding round was a Series B of $26.5M, raised on Oct 09, 2020.
What does Crestone Capital do?
Crestone Capital was founded in 1991 in Boulder, United States, as a wealth management firm. Investment advisory, financial planning, and portfolio management services are offered to individuals and families. Operations emphasize customized strategies for asset allocation and risk management. The firm is headquartered in Boulder and serves clients primarily in the United States, with leadership provided by CEO Eric Kramer.
Who are the top competitors of Crestone Capital?
Crestone Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are Crestone Capital's investors?
Crestone Capital has 1 investor. Key investors include Pathstone Federal Street.