Insights

AUM Momentum Gresham Partners manages or advises on approximately $13.8 billion for over 125 families, indicating robust scale and potential cross-sell opportunities to larger family offices and expanding client networks.

Independent Fiduciary The firm is wholly owned by senior professionals and acts as a fiduciary with fees as the sole compensation, highlighting a strong governance proposition that can appeal to families seeking conflict-free investment and planning services.

Awarded Credibility Consistency in accolades from Family Wealth Reports and Barron’s Top 100 RIAs enhances credibility when approaching new prospects and can be leveraged in outreach to win new clients and expand advisory mandates.

Integrated Offerings Combining select, global managers with comprehensive wealth planning and outsourced investment office services positions Gresham to target families seeking holistic wealth solutions beyond traditional families offices.

Technology and Growth Active use of modern tools (OpenAI, DocuSign, Office 365, etc.) and digital engagement platforms (Hotjar, SharePoint) suggests readiness for scalable client onboarding, digital client experiences, and data-driven outreach to affluent prospects.

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Gresham Partners Tech Stack

Gresham Partners uses 8 technology products and services including Hotjar, Microsoft SharePoint, CookieYes, and more. Explore Gresham Partners's tech stack below.

Hotjar
Analytics
Microsoft SharePoint
Content Management System
CookieYes
Cookie Compliance
Mimecast
Email Security
OpenAI
Generative Ai
DocuSign
Miscellaneous
Office 365
Office Suites
Adobe Creative Suite
Visualisation Software

Media & News

Gresham Partners's Email Address Formats

Gresham Partners uses at least 4 email formats:

Gresham Partners Email Formats	Example	Percentage
FLast@greshampartners.com	JDoe@greshampartners.com	78%
Last@greshampartners.com	Doe@greshampartners.com	20%
FirLast@greshampartners.com	JohDoe@greshampartners.com	1%
First@greshampartners.com	John@greshampartners.com	1%

Frequently Asked Questions

What is Gresham Partners's phone number?

You can contact Gresham Partners's main corporate office by phone at

+1-312-327-****

. 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?

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

How much revenue does Gresham Partners generate?

As of August 2026, Gresham Partners's annual revenue is estimated to be $100M - $250M.

What is Gresham Partners's NAICS code?

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

How many employees does Gresham Partners have currently?

As of August 2026, Gresham Partners has approximately 86 employees across 1 continents, including North America. Key team members include Advisor And Manager Of Family Office Services: S. C., Senior Client Service Analyst: R. F. and Associate: B. R. Explore Gresham Partners's employee directory with LeadIQ.

What industry does Gresham Partners belong to?

Gresham Partners operates in the Financial Services industry.

What technology does Gresham Partners use?

Gresham Partners's tech stack includes Hotjar, Microsoft SharePoint, CookieYes, Mimecast, OpenAI, DocuSign, Office 365 and Adobe Creative Suite.

What is Gresham Partners's email format?

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?

Gresham Partners was founded in 1997.

Gresham Partners

Q: What is Gresham Partners's official website and social media links?

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

Q: How many employees does Gresham Partners have currently?

Gresham Partners has approximately 86 employees.

Q: What technology does Gresham Partners use?

Gresham Partners's tech stack includes Shopify, Priority Hints, jQuery, Mimecast, OpenAI.

Q: What is Gresham Partners's NAICS code?

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

Financial ServicesIllinois, United States51-200 Employees

Gresham Partners is a Financial Services firm based in Chicago, Illinois, offering independent investment and wealth management services to select families and family offices as a multi-family office and outsourced CIO. In operation for nearly 25 years, the firm currently manages or advises on approximately $13.8 billion for over 125 families nationwide. The firm emphasizes access to select, globally located managers not affiliated with Gresham, presented in a flexible format and integrated with comprehensive wealth planning and management services. Gresham is wholly owned by its senior professionals, with client fees as its sole source of compensation, and it acts as a fiduciary dedicated to its clients’ best interests, seeking to minimize conflicts of interest. The company is located at 333 West Wacker Suite 700, Chicago, IL 60606, United States, and employs between 51 and 200 people.