About Crestone
Crestone is a company based in Brisbane (Australia) founded in 2015 was acquired by LGT Group in December 2021.. Crestone offers products and services including Wealth Management Services, Sustainable Investing, Intergenerational Wealth Planning, Philanthropy Support, and Alternatives Access. Crestone operates in a competitive market with competitors including Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others.
- Headquarter Brisbane, Australia
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Lgt Crestone Wealth Management Limited
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Products & Services of Crestone
Crestone offers a comprehensive portfolio of products and services, including Wealth Management Services, Sustainable Investing, Intergenerational Wealth Planning, Philanthropy Support, and Alternatives Access. 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.
Advisory for managing investments and portfolios for high net worth clients.
Tools for ethical and sustainable investment opportunities worldwide.
Services to structure wealth transfer across generations securely.
Guidance on structuring donations and achieving philanthropic goals.
Access to hedge funds and private equity for portfolio diversification.
Funding Insights of Crestone
| 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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Investors in Crestone
Crestone has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include LGT Group. 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 |
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Wealth management services are provided to private investors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Crestone
| 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 |
Financial Statements - Crestone
| 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 |
Crestone Comparisons
Competitors of Crestone
Crestone 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 Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, 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 |
Wealth management services are provided to Australian clients.
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| domain | founded_year | HQ Location |
Financial advisory and accounting services are provided by Findex.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients in Australia.
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| domain | founded_year | HQ Location |
Offers investment management services focused on portfolio construction and risk assessment.
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| domain | founded_year | HQ Location |
Wealth management services are provided by MyState to Australian clients.
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| domain | founded_year | HQ Location |
Wealth management advisory services are provided to clients in Australia.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Crestone
Frequently Asked Questions about Crestone
When was Crestone founded?
Crestone was founded in 2015.
Where is Crestone located?
Crestone is headquartered in Brisbane, Australia. It is registered at Brisbane, Queensland, Australia.
Who is the current CEO of Crestone?
Michael Chisholm is the current CEO of Crestone.
What does Crestone do?
Crestone was established in 2015 and is based in Brisbane, Australia. Operations focus on wealth management within the financial services sector, where investment advisory and portfolio management are offered to individuals and institutions. Services are delivered through the crestone.com.au domain, with activities centered on the Australian market. Leadership is provided by CEO Michael Chisholm, ensuring structured financial guidance.
Who are the top competitors of Crestone?
Crestone's top competitors include Ord Minnett, MyState and Centric Wealth.
What products or services does Crestone offer?
Crestone offers Wealth Management Services, Sustainable Investing, Intergenerational Wealth Planning, Philanthropy Support, and Alternatives Access.
Who are Crestone's investors?
Crestone has 1 investor. Key investors include LGT Group.
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