Meristem l Cresset Email Format

Financial ServicesMinnesota, United States2-10 Employees

Meristem l Cresset is a financial services entity based in Minnetonka, Minnesota, operating within the wealth management and multi-family office ecosystem. The firm, which operates under Cresset Capital after its June 2022 acquisition, positions itself in a market that includes large, specialized advisory groups serving high-net-worth individuals and families, with a focus on sophisticated wealth management and transition needs. While small in size, the company is part of a broader network that seeks to support clients through complex financial events, liquidity planning, and multi-generational planning, leveraging the resources and reach of a larger parent organization. The recent organizational updates at Cresset, such as executive appointments and office expansions, indicate ongoing efforts to broaden its capability and geographic footprint, including leadership appointments and new roles across its offices.

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