Growth through hires Cresset Capital’s rapid expansion with multiple new managing directors and advisors in 2026, including hires from UBS and growth in Santa Barbara and Boca Raton, indicates a sales opportunity to offer high-touch wealth management solutions, succession planning, and technology integrations to support scaling teams.

Acquisition leverage Meristem was acquired by Cresset in 2022, suggesting a population of clients and assets migrating under Cresset’s platform. This presents a chance to cross-sell advisory services, financial planning capabilities, and integrated technology to convert Meristem-related prospects and retain assets.

Tech-driven ops Cresset’s tech stack including Salesforce Lightning, Azure Active Directory, SailPoint, Zapier, and collaboration tools points to a mature operational backbone. Opportunities exist to offer enhanced cybersecurity, identity governance, data analytics, and CRM-driven growth solutions to optimize advisor productivity.

Security posture Recent data breach news underscores a heightened need for robust security and incident response. This creates a sales window for comprehensive cybersecurity assessments, managed security services, and regulatory compliance offerings to protect high-net-worth client data.

Regional expansion Office expansions to Boca Raton and Santa Barbara signal geographic growth and potential demand for localized wealth management services, family office solutions, and regional marketing partnerships to capture new client opportunities in these markets.