About Crestone
Crestone is a Financial Services company based in Brisbane (Australia) founded in 2015, and was acquired by LGT Group in December 2021. Wealth management services are provided to clients in Australia. Its chief executive, as recorded, is Michael Chisholm. Crestone offers products and services including Wealth Management Services, Sustainable Investing, Intergenerational Wealth Planning, Philanthropy Support, and Alternatives Access. Its focus areas include Asset Management and Wealth Management. Its legal entity is LGT Crestone Wealth Management Limited. Its competitors include Ord Minnett, Findex and Prime Financial Group.
Company details
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.
- Headquarters Brisbane, Australia
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website crestone.com.au
- Social LinkedIn
- Acquired by LGT Group (Dec 2021)
- Legal Name Lgt Crestone Wealth Management Limited
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.
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.
Investors in Crestone
Crestone has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include LGT Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to private investors. | 1921 | lgt.com | Vaduz, Liechtenstein |
Investor details for Crestone
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People of Crestone
1 people are tracked at Crestone (1 in leadership).
| Name | Role | Group |
|---|---|---|
Michael Chisholm | CEO | Leadership |
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Timeline of Crestone
2 dated milestones of Crestone across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Crestone is founded.
- Exit Acquired by LGT Group.
Competitors of Crestone
Crestone has 3 listed competitors in our database. They include Ord Minnett, Findex and Prime Financial Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ords.com.au | 1872 | Sydney, Australia | Wealth management services are provided to Australian clients. | |||
| findex.com.au | 1987 | Melbourne, Australia | Financial advisory and accounting services are provided by Findex. | |||
| primefinancial.com.au | 1998 | Melbourne, Australia | Wealth management services are provided to clients in Australia. |
Detailed competitors of Crestone
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Frequently Asked Questions about Crestone
Crestone was founded in 2015.
Crestone is headquartered in Brisbane, Australia. It is registered at Brisbane, Queensland, Australia.
Michael Chisholm is the CEO of Crestone, as recorded in our data.
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.
Crestone's top competitors include Ord Minnett, Prime Financial Group and Findex.
Crestone offers Wealth Management Services, Sustainable Investing, Intergenerational Wealth Planning, Philanthropy Support, and Alternatives Access.
Crestone has 1 investor. Key investors include LGT Group.
Crestone operates through Lgt Crestone Wealth Management Limited.
Yes. Crestone was acquired by LGT Group in December 2021.