About Evanston Advisors
Evanston Advisors is a company based in Schaumburg (United States) founded in 1982 was acquired by Cresset Capital Management in March 2019.. Evanston Advisors offers products and services including Family Office Services, Wealth Management, Trust Services, and Exit Planning. Evanston Advisors operates in a competitive market with competitors including Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, among others.
- Headquarter Schaumburg, 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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- Legal Name Cresset Asset Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Cresset Capital Management
(Mar 19, 2019)
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Products & Services of Evanston Advisors
Evanston Advisors offers a comprehensive portfolio of products and services, including Family Office Services, Wealth Management, Trust Services, and Exit Planning. 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.
Customized financial and estate planning for high-net-worth families
Goals-based planning and tax-efficient portfolios for clients
Assistance with trusts and legacy strategies for individuals
Guidance on selling businesses and liquidity strategies
Funding Insights of Evanston Advisors
| 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 |
Investors in Evanston Advisors
Evanston Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cresset Capital Management. 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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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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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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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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Investments & Acquisitions by Evanston Advisors
| 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 - Evanston Advisors
| 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 |
Evanston Advisors Comparisons
Competitors of Evanston Advisors
Evanston Advisors 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 Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, 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 |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Property management company
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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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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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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Frequently Asked Questions about Evanston Advisors
When was Evanston Advisors founded?
Evanston Advisors was founded in 1982.
Where is Evanston Advisors located?
Evanston Advisors is headquartered in Schaumburg, United States. It is registered at Schaumburg, Illinois, United States.
What does Evanston Advisors do?
Evanston Advisors was founded in 1982 and is based in Schaumburg, United States. Wealth management services are offered within the financial sector, focusing on client asset management and advisory support. Operations are centered in the United States, with ownership held by David Dennis. The firm maintains a domain at evanstonadvisors.com for client interactions and information.
Who are the top competitors of Evanston Advisors?
Evanston Advisors's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Evanston Advisors offer?
Evanston Advisors offers Family Office Services, Wealth Management, Trust Services, and Exit Planning.
Who are Evanston Advisors's investors?
Evanston Advisors has 1 investor. Key investors include Cresset Capital Management.