Insights

High Net Worth Focus Crestone Capital specializes in serving ultra-high net worth families, entrepreneurs, and single-family offices, presenting opportunities to develop tailored wealth management and estate planning solutions for similar client segments.

Recent Acquisition The recent purchase of Crestone Capital by Pathstone for over 3.6 billion dollars indicates strong industry consolidation and potential for cross-selling comprehensive family office services and expanding client reach.

Industry Recognition With multiple awards including top workplace and top RIA firm honors, Crestone’s reputation for employee engagement and service excellence can serve as a compelling differentiator when engaging prospective clients seeking trusted wealth management partners.

Technology Adoption Utilizing advanced tools like Bloomberg and Microsoft 365, Crestone demonstrates a modern approach to wealth management, providing a platform to discuss innovative tech-driven investment strategies with prospective clients who value digital solutions.

Growth Potential As a boutique, employee-owned firm with a personalized approach and substantial assets under management, Crestone offers opportunities to upscale services for high-value clients, especially those seeking dedicated, fiduciary-level support and legacy planning.

Crestone Capital, LLC Tech Stack

Crestone Capital, LLC uses 8 technology products and services including Bloomberg, jQuery CDN, Open Graph, and more. Explore Crestone Capital, LLC's tech stack below.

  • Bloomberg
    Accounting And Finance
  • jQuery CDN
    Content Delivery Network
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • AMP
    Javascript Frameworks
  • core-js
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Crestone Capital, LLC's Email Address Formats

Crestone Capital, LLC uses at least 1 format(s):
Crestone Capital, LLC Email FormatsExamplePercentage
FLast@crestonecapital.comJDoe@crestonecapital.com
46%
First.Last@crestonecapital.comJohn.Doe@crestonecapital.com
5%
Last@crestonecapital.comDoe@crestonecapital.com
3%
FLast@crestonecapital.comJDoe@crestonecapital.com
46%

Frequently Asked Questions

Where is Crestone Capital, LLC's headquarters located?

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Crestone Capital, LLC's main headquarters is located at 1048 Pearl Street Suite 450 Boulder, Colorado 80302 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Crestone Capital, LLC's phone number?

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You can contact Crestone Capital, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Crestone Capital, LLC's official website and social media links?

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Crestone Capital, LLC's official website is crestonecapital.com and has social profiles on LinkedIn.

What is Crestone Capital, LLC's SIC code NAICS code?

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Crestone Capital, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Crestone Capital, LLC have currently?

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As of March 2026, Crestone Capital, LLC has approximately 18 employees across 2 continents, including North AmericaAsia. Key team members include Chief Compliance Officer: D. S.Executive Director: C. O.Executive Director: C. S.. Explore Crestone Capital, LLC's employee directory with LeadIQ.

What industry does Crestone Capital, LLC belong to?

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Crestone Capital, LLC operates in the Financial Services industry.

What technology does Crestone Capital, LLC use?

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Crestone Capital, LLC's tech stack includes BloombergjQuery CDNOpen GraphMicrosoft 365AMPcore-jsPolyfillX-Content-Type-Options.

What is Crestone Capital, LLC's email format?

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Crestone Capital, LLC's email format typically follows the pattern of FLast@crestonecapital.com. Find more Crestone Capital, LLC email formats with LeadIQ.

When was Crestone Capital, LLC founded?

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Crestone Capital, LLC was founded in 1991.

Crestone Capital, LLC

Financial ServicesColorado, United States11-50 Employees

Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated.

Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.

Section iconCompany Overview

Headquarters
1048 Pearl Street Suite 450 Boulder, Colorado 80302 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Crestone Capital, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Crestone Capital, LLC's revenue is estimated to be in the range of $10M$25M

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