Expansion momentum Cresset Capital is actively expanding offices and adding senior wealth advisors across major markets including Santa Barbara, Los Angeles, and New York, signaling ongoing growth and potential needs for scalable technology, compliance, and CRM support.

Tech leadership New Chief Technology Officer appointed in 2026 indicates a strategic focus on technology platforms and data infrastructure, presenting opportunities to discuss enterprise-grade analytics, cybersecurity, and integrated fintech solutions.

Wealth leadership Hire of high-profile Managing Directors and Wealth Advisors with multimillion-dollar client experience suggests demand for sophisticated portfolio technology, regulatory/compliance systems, and client reporting tools to support complex client bases.

Midmarket focus Revenue in the low tens of millions and a growing advisor network position Cresset as a mid-market player likely seeking cost-effective, scalable back-office and advisory software, data services, and employer services to compete with larger firms.

Acquisition lineage Berman’s integration into Cresset since 2021 may indicate a continuing path for accretive platform enhancements, providing opportunities to offer transition services, onboarding, data migration, and CRM consolidations.