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
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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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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$26.5 M (USD)
in 1 rounds
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Latest Funding Round
$26.5 M (USD), Series B
Oct 09, 2020
- Investors
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Employee Count
Not available
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Acquired by
Pathstone Federal Street
(Feb 15, 2024)
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People of Crestone Capital
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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.
Investors in Crestone Capital
Crestone Capital has secured backing from 1 investor. Prominent investors backing the company include Pathstone Federal Street.
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Provider of multi family office services
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Investor details for Crestone Capital
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Investments & Acquisitions by Crestone Capital
Investment portfolio details for Crestone Capital
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Financial Statements - Crestone Capital
Detailed financials for Crestone Capital
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Crestone Capital Comparisons
Peer comparison for Crestone Capital
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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.
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Crestone Capital
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Latest news on Crestone Capital
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Frequently Asked Questions about Crestone Capital
Crestone Capital was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Crestone Capital is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
Eric Kramer is the current CEO of Crestone Capital.
Crestone Capital is a funded company, having raised a total of $26.5M across 1 funding round to date.
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.
Crestone Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Crestone Capital has 1 investor. Key investors include Pathstone Federal Street.