Insights

Affluent Client Base Gresham Partners serves approximately 125 high-net-worth families and family offices across the nation, indicating a focus on complex wealth management needs and personalized financial solutions that could benefit from advanced technology platforms or specialized family office services.

Reputation and Recognition The firm has received multiple prestigious awards, including Barron's Top 100 RIA Firms and Family Wealth Report Awards for Outstanding CIO and Wealth Planning, highlighting its leadership position and credibility in the wealth management space which could be leveraged for premium service offerings or strategic partnerships.

Growth and Leadership Recent promotions of key personnel such as Allison Lurie and Les Carter to partners reflect a dynamic leadership team committed to growth and innovation, presenting opportunities for executive training, leadership development services, or collaborative growth initiatives.

Technology Stack Gresham utilizes a sophisticated mix of technology tools including Hotjar, WP Rocket, Bootstrap, and Nginx, suggesting an openness to digital solutions that enhance client engagement, data security, and operational efficiency, ideal for sales of innovative fintech or cybersecurity products.

Market Position As a respected independent firm managing around $10 billion in assets with a focus on access to exclusive managers and comprehensive wealth services, Gresham presents potential for high-value B2B collaborations, outsourced solutions, or specialized financial technology integrations aimed at enhancing their service offerings.

Gresham Partners Tech Stack

Gresham Partners uses 8 technology products and services including Hotjar, WP Rocket, Google Fonts API, and more. Explore Gresham Partners's tech stack below.

  • Hotjar
    Analytics
  • WP Rocket
    Caching
  • Google Fonts API
    Font Scripts
  • Swiper
    Javascript Libraries
  • Adobe Acrobat DC
    Rich Text Editors
  • Bootstrap
    UI Frameworks
  • Apache
    Web Servers
  • Nginx
    Web Servers

Media & News

Gresham Partners's Email Address Formats

Gresham Partners uses at least 1 format(s):
Gresham Partners Email FormatsExamplePercentage
FLast@greshampartners.comJDoe@greshampartners.com
78%
Last@greshampartners.comDoe@greshampartners.com
20%
FirLast@greshampartners.comJohDoe@greshampartners.com
1%
First@greshampartners.comJohn@greshampartners.com
1%

Frequently Asked Questions

Where is Gresham Partners's headquarters located?

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Gresham Partners's main headquarters is located at 333 West Wacker Suite 700 Chicago, Illinois 60606 United States. The company has employees across 1 continents, including North America.

What is Gresham Partners's phone number?

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You can contact Gresham Partners'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 Gresham Partners's official website and social media links?

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Gresham Partners's official website is greshampartners.com and has social profiles on LinkedIn.

What is Gresham Partners's NAICS code?

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Gresham Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Gresham Partners have currently?

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As of April 2026, Gresham Partners has approximately 81 employees across 1 continents, including North America. Key team members include Chairman And Founder: B. B.Controller: M. M.Senior Business Intelligence Analyst & Project Manager: K. C.. Explore Gresham Partners's employee directory with LeadIQ.

What industry does Gresham Partners belong to?

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Gresham Partners operates in the Financial Services industry.

What technology does Gresham Partners use?

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Gresham Partners's tech stack includes HotjarWP RocketGoogle Fonts APISwiperAdobe Acrobat DCBootstrapApacheNginx.

What is Gresham Partners's email format?

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Gresham Partners's email format typically follows the pattern of FLast@greshampartners.com. Find more Gresham Partners email formats with LeadIQ.

When was Gresham Partners founded?

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Gresham Partners was founded in 1997.

Gresham Partners

Financial ServicesIllinois, United States51-200 Employees

Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or advise on approximately $13.8 billion for over 125 families* located nationally.

We are committed to providing superior investment performance by utilizing select, difficult-to-access managers that are located globally in a full range of asset classes and are not affiliated with Gresham. We make these managers available to our clients in a flexible format well suited to achieving a broad spectrum of investor goals. We integrate this investment approach with comprehensive wealth planning and management services to address the full range of each client’s financial needs, often avoiding the need for them to maintain a family office.

Gresham is wholly owned by its senior professionals, client fees are its sole source of compensation, it avoids conflicts of interest that affect many other firms and it acts as a fiduciary dedicated to serving its clients’ best interests.

There can be no guarantee that such returns will be realized or that losses will be avoided.

*Approximate AUM and client families as of 12/31/25.

Section iconCompany Overview

Headquarters
333 West Wacker Suite 700 Chicago, Illinois 60606 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Gresham Partners's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Gresham Partners's revenue is estimated to be in the range of $50M$100M

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