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Insights

Recent Acquisitions Cresset Capital has a history of acquiring companies like Cypress Wealth Advisors and Evanston Advisors. This indicates potential opportunities to target newly acquired firms for additional services or cross-selling.

Top Talent Recruitment Cresset has recently onboarded key executives like Nick Foster as Chief Commercial Officer and Liz Nesvold as President. Engaging with these individuals could open doors to providing tailored financial solutions to their networks and connections.

Wealth Management Expansion By adding teams from J.P. Morgan Wealth Management and hiring executive managing directors for family office services, Cresset is expanding its wealth management reach. This could create avenues for collaboration on bespoke financial strategies or investment opportunities.

Technology Stack Insights With a tech stack including Google Ads, Wordpress, and LinkedIn Insight Tag, Cresset shows a commitment to digital marketing and analytics. Leveraging their tech infrastructure could lead to partnerships in optimizing digital campaigns or enhancing online presence.

Financial Standing Having surpassed $50 billion in assets under management, Cresset displays financial stability and competence. Engaging with a financially robust firm like Cresset could present opportunities for high-net-worth client referrals or co-investment ventures.

Similar companies to Cresset

Cresset Tech Stack

Cresset uses 8 technology products and services including Google Ads, Linkedin Insight Tag, WordPress, and more. Explore Cresset's tech stack below.

  • Google Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • WordPress
    Content Management System
  • ADP
    Human Resource Management System
  • Chart.js
    Javascript Graphics
  • PHP
    Programming Languages
  • ARGUS
    Real Estate Marketing
  • HSTS
    Security

Media & News

Cresset's Email Address Formats

Cresset uses at least 1 format(s):
Cresset Email FormatsExamplePercentage
FLast@cressetcapital.comJDoe@cressetcapital.com
97%
First.Last@cressetcapital.comJohn.Doe@cressetcapital.com
1%
FirstLast@cressetcapital.comJohnDoe@cressetcapital.com
1%
LastFirst@cressetcapital.comDoeJohn@cressetcapital.com
1%

Frequently Asked Questions

Where is Cresset's headquarters located?

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Cresset's main headquarters is located at 444 W. Lake Street Suite 4700 Chicago, IL 60606 US. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Cresset's stock symbol?

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Cresset is a publicly traded company; the company's stock symbol is N/A.

What is Cresset's official website and social media links?

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Cresset's official website is cressetcapital.com and has social profiles on LinkedIn.

How much revenue does Cresset generate?

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As of October 2024, Cresset's annual revenue reached $75M.

What is Cresset's NAICS code?

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Cresset's NAICS code is 52 - Finance and Insurance.

How many employees does Cresset have currently?

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As of October 2024, Cresset has approximately 416 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: M. C.Chief Information Security Officer: J. B.Chief Operating Officer: R. C.. Explore Cresset's employee directory with LeadIQ.

What industry does Cresset belong to?

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Cresset operates in the Financial Services industry.

What technology does Cresset use?

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Cresset's tech stack includes Google AdsLinkedin Insight TagWordPressADPChart.jsPHPARGUSHSTS.

What is Cresset's email format?

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Cresset's email format typically follows the pattern of . Find more Cresset email formats with LeadIQ.

When was Cresset founded?

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Cresset was founded in 2017.
Cresset

Cresset

Financial ServicesIllinois, United States201-500 Employees

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA Firm.

Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). 

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/

Section iconCompany Overview

Headquarters
444 W. Lake Street Suite 4700 Chicago, IL 60606 US
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    Cresset's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Cresset's revenue is in the range of $50M$100M

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