Insights

Strategic Acquisitions Cresset has been actively acquiring firms to expand its market presence, such as the recent $6.2B acquisition of CH Investment Partners and the absorption of $5 billion in managed assets from J.P. Morgan Wealth Management in San Francisco, indicating potential partnership or cross-selling opportunities.

Significant Investment With recent injections totaling $150 million from Constellation Wealth Capital and financing received, there are indications of financial stability and growth potential for Cresset, presenting an opportune time for investment discussions or exploring customized financial solutions.

Key Executive Hires The recruitment of top talent like Melissa Karetny as chief people officer and other senior executives like Amy Hong and Bradley Schneider highlights a focus on building a strong leadership team, potentially opening avenues for collaboration on HR solutions or executive coaching services.

Robust Tech Stack Utilizing a diverse tech stack including Microsoft Advertising, Facebook Pixel, and Chart.js, Cresset shows commitment to digital innovation. Leveraging their technology-driven approach can lead to discussions on digital marketing strategies or collaboration on tech integration projects.

Market Recognition As a highly ranked and award-winning firm in the financial services industry, Cresset's recognition by Barron's and Forbes positions them as a reputable partner. Leveraging their credibility can facilitate discussions on joint PR efforts or co-branding initiatives for mutual exposure.

Cresset Tech Stack

Cresset uses 8 technology products and services including Microsoft Advertising, Facebook Pixel, Open Graph, and more. Explore Cresset's tech stack below.

  • Microsoft Advertising
    Advertising
  • Facebook Pixel
    Analytics
  • Open Graph
    Content Management System
  • ADP Workforce Now
    Human Capital Management
  • Chart.js
    Javascript Graphics
  • Froala Editor
    Rich Text Editors
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks

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?

Minus sign iconPlus sign icon
Cresset's main headquarters is located at 444 W. Lake Street Suite 4700 Chicago, IL 60606 US. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Cresset's stock symbol?

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

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

Minus sign iconPlus sign icon
Cresset's official website is cressetcapital.com and has social profiles on LinkedIn.

How much revenue does Cresset generate?

Minus sign iconPlus sign icon
As of April 2025, Cresset's annual revenue reached $75M.

What is Cresset's NAICS code?

Minus sign iconPlus sign icon
Cresset's NAICS code is 52 - Finance and Insurance.

How many employees does Cresset have currently?

Minus sign iconPlus sign icon
As of April 2025, Cresset has approximately 427 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer And Founder: D. P.Chief People Officer: A. M.Chief Technology Officer: P. A.. Explore Cresset's employee directory with LeadIQ.

What industry does Cresset belong to?

Minus sign iconPlus sign icon
Cresset operates in the Financial Services industry.

What technology does Cresset use?

Minus sign iconPlus sign icon
Cresset's tech stack includes Microsoft AdvertisingFacebook PixelOpen GraphADP Workforce NowChart.jsFroala EditorCloudflare Bot ManagementBootstrap.

What is Cresset's email format?

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

How much funding has Cresset raised to date?

Minus sign iconPlus sign icon
As of April 2025, Cresset has raised $150M in funding. The last funding round occurred on Nov 27, 2024 for $150M.

When was Cresset founded?

Minus sign iconPlus sign icon
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 $65 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, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline 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 Peakline 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

  • $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.

  • $50M$100M

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

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.

  • $50M$100M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.