Insights

Premium Client Base Cresset serves high-net-worth families and individuals, providing personalized wealth management services that cater to sophisticated clients seeking tailored investment opportunities and comprehensive financial planning.

Growth in Leadership Recent executive hires and leadership appointments, such as the upcoming CEO transition and strategic growth directors, indicate a company positioning itself for expansion, offering opportunities for business development focused on innovative and corporate client services.

Recognition and Reputation Being recognized by prestigious publications like Barron's and Forbes as a top multi-family office enhances Cresset’s credibility, making it an attractive partner for high-end wealth management solutions and collaborative ventures.

Technology Stack Utilization of advanced tools such as Laserfiche, LinkedIn Sales Navigator, and Google Tag Manager suggests a modern, tech-savvy approach to client engagement and internal operations, presenting avenues for selling complementary digital solutions and analytics tools.

Financial Stability With substantial revenue estimates ranging from 500 million to one billion dollars and a solid funding base, Cresset demonstrates financial robustness, indicating potential for investing in new technology, strategic partnerships, and expanded service offerings.

Cresset Tech Stack

Cresset uses 8 technology products and services including Microsoft Advertising, Bing Ads, Google Hosted Libraries, and more. Explore Cresset's tech stack below.

  • Microsoft Advertising
    Advertising
  • Bing Ads
    Advertising Networks
  • Google Hosted Libraries
    Content Delivery Network
  • Laserfiche
    Enterprise Content Management
  • ADP
    Human Resource Management System
  • RealPage
    Real Estate Marketing
  • LinkedIn Sales Navigator
    Sales Enablement
  • Google Tag Manager
    Tag Management

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
2%

Frequently Asked Questions

Where is Cresset's headquarters located?

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Cresset's main headquarters is located at 444 West Lake Street Suite 4700 Chicago, Illinois 60606 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

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 LinkedInCrunchbase.

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 March 2026, Cresset has approximately 475 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer And Founder: D. P.Chief Information Security Officer: J. B.Chief Of Staff: K. B.. 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 Microsoft AdvertisingBing AdsGoogle Hosted LibrariesLaserficheADPRealPageLinkedIn Sales NavigatorGoogle Tag Manager.

What is Cresset's email format?

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

How much funding has Cresset raised to date?

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As of March 2026, Cresset has raised $150M in funding. The last funding round occurred on Nov 27, 2024 for $150M.

When was Cresset founded?

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Cresset was founded in 2017.

Cresset

Financial ServicesIllinois, United States201-500 Employees

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized*—integrated, intentional, and aligned with each client’s vision of success.  
   
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.  
   
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top multi-family offices** Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.  
 
*Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.
 
**Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/

Section iconCompany Overview

Headquarters
444 West Lake Street Suite 4700 Chicago, Illinois 60606 United States
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconFunding & Financials

  • $150M

    Cresset has raised a total of $150M of funding over 1 rounds. Their latest funding round was raised on Nov 27, 2024 in the amount of $150M.

  • $500M$1B

    Cresset's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $150M

    Cresset has raised a total of $150M of funding over 1 rounds. Their latest funding round was raised on Nov 27, 2024 in the amount of $150M.

  • $500M$1B

    Cresset's revenue is estimated to be in the range of $500M$1B

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