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Insights

Legacy Wealth Acquired by Cresset in June 2024, The Connable Office brings an expanded corporate backing and potential cross-sell opportunities with Cresset’s client base in financial services and wealth management.

Holistic Services Current offerings cover investment management, estate planning, trusts, tax planning, foundation administration and more, signaling multiple cross-sell opportunities across family office services and corporate advisory.

Asset Growth Recent small cap stake investments and a reported revenue range of 25 to 50 million suggest appetite for advisory, fund placement, and strategic partnerships with asset managers compatible with family-office clients.

Technology Stack Utilizes cloud, collaboration and CMS platforms (Google Cloud, Microsoft 365, WP Engine) indicating openness to modern wealth tech integrations, data security enhancements and client experience digitalization.

Market Position Longstanding multi-generational wealth focus and Kalamazoo footprint position the firm for regional expansion, targeted marketing to high-net-worth families, and potential collaboration with other mid-size firms in similar industry peers.

Similar companies to The Connable Office, A Cresset Company

The Connable Office, A Cresset Company Tech Stack

The Connable Office, A Cresset Company uses 8 technology products and services including BootstrapCDN, WordPress, CookieYes, and more. Explore The Connable Office, A Cresset Company's tech stack below.

The Connable Office, A Cresset Company's Email Address Formats

The Connable Office, A Cresset Company uses at least 1 email format:
The Connable Office, A Cresset Company Email FormatsExamplePercentage
FLast@connableoffice.comJDoe@connableoffice.com
100%

Frequently Asked Questions

What is The Connable Office, A Cresset Company's official website and social media links?

Minus sign iconPlus sign iconThe Connable Office, A Cresset Company's official website is connableoffice.com and has social profiles on LinkedIn.

How much revenue does The Connable Office, A Cresset Company generate?

Minus sign iconPlus sign icon As of September 2026, The Connable Office, A Cresset Company's annual revenue is estimated to be $25M - $50M.

What is The Connable Office, A Cresset Company's NAICS code?

Minus sign iconPlus sign iconThe Connable Office, A Cresset Company's NAICS code is 52 - Finance and Insurance.

How many employees does The Connable Office, A Cresset Company have currently?

Minus sign iconPlus sign iconAs of September 2026, The Connable Office, A Cresset Company has approximately 25 employees across 2 continents, including North America and Europe. Key team members include Chief Financial Officer: K. C., Chief Investment Officer: L. L. and Investment Operations Manager: J. R. Explore The Connable Office, A Cresset Company's employee directory with LeadIQ.

What industry does The Connable Office, A Cresset Company belong to?

Minus sign iconPlus sign iconThe Connable Office, A Cresset Company operates in the Financial Services industry.

What technology does The Connable Office, A Cresset Company use?

Minus sign iconPlus sign iconThe Connable Office, A Cresset Company's tech stack includes BootstrapCDN, WordPress, CookieYes, Microsoft 365, Google Fonts API, Google Cloud, jQuery Migrate and WP Engine.

What is The Connable Office, A Cresset Company's email format?

Minus sign iconPlus sign iconThe Connable Office, A Cresset Company's email format typically follows the pattern of FLast@connableoffice.com. Find more The Connable Office, A Cresset Company email formats with LeadIQ.
The Connable Office, A Cresset Company logo

The Connable Office, A Cresset Company

Financial ServicesMichigan, United States11-50 Employees

The Connable Office, A Cresset Company, is a small- to mid-sized financial services firm based in Kalamazoo, Michigan. With a history spanning more than a century, it serves multi-generational families of wealth and focuses on helping preserve family legacies.

Its services are delivered through an integrated set of offerings that includes investment management, estate planning and trust administration, personal and financial advisory, tax planning and compliance, foundation administration, and guidance on business and real estate matters, as well as individual retirement accounts. The firm targets families seeking to protect and transfer wealth across generations, addressing both current needs and long-term planning. In June 2024, The Connable Office was acquired by Cresset, marking a change in ownership and affiliation.

Section iconCompany Overview

Website
connableoffice.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    The Connable Office, A Cresset Company's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Financial Officer at The Connable Office, A Cresset Company
    K. C.
    Chief Financial Officer
    Mobile Phone
  • Chief Investment Officer at The Connable Office, A Cresset Company
    L. L.
    Chief Investment Officer
    Mobile Phone
  • Investment Operations Manager at The Connable Office, A Cresset Company
    J. R.
    Investment Operations Manager
    Mobile Phone
  • It And Cyber Security Manager at The Connable Office, A Cresset Company
    M. P.
    It And Cyber Security Manager
    Mobile Phone
  • Humor Columnist at The Connable Office, A Cresset Company
    T. W.
    Humor Columnist
    Mobile Phone

Employee Directory

  • Estate Administration Specialist at The Connable Office, A Cresset Company
    S. R.
    Estate Administration Specialist
    Mobile Phone
  • Executive Assistant at The Connable Office, A Cresset Company
    L. F.
    Executive Assistant
    Mobile Phone
  • Investments Operations Assistant at The Connable Office, A Cresset Company
    M. C.
    Investments Operations Assistant
    Mobile Phone
  • Paralegal at The Connable Office, A Cresset Company
    S. R.
    Paralegal
    Mobile Phone
  • Tax Accountant at The Connable Office, A Cresset Company
    S. W.
    Tax Accountant
    Mobile Phone

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