Crespo Capital

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1420 NE Miami Pl, Miami, Florida, 33132,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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1

About Crespo Capital

Crespo Capital is a premier advisory firm specializing in wealth management for affluent individuals, particularly physicians and high-income professionals. They offer a comprehensive suite of services including holistic wealth management, trust and estate planning, and specialized advisory for tax planning and debt management. The firm emphasizes a personalized approach, ensuring that each client's portfolio is meticulously tailored to their unique needs and aspirations. Crespo Capital aims to empower clients to navigate their financial world with clarity, discretion, and long-term results.Explore more
Crespo Capital's Social MediaPopular SearchesCrespo CapitalSIC Code 62,628NAICS Code 52,523Show more

Crespo Capital Org Chart

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crespo Capital

<$5M
1-10
Private
-
2016
AC
Alberto CrespoManaging Director
$5.3M
1-10
Private
-
2010
LM
Laura MillerChief of Staff
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
1998
AG
Andrew GilbertChief Information Officer
<$5M
1-10
Private
-
2020
TT
Travis TracyPartner and Lead Planner
<$5M
1-10
Private
-
2004
TB
Timothy BatogRegistered Investment Advisor
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Crespo Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Crespo Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crespo Capital.

Crespo Capital Tech Stack

A closer look at the technologies used by Crespo Capital

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Frequently Asked Questions Regarding Crespo Capital

What is Crespo Capital's official website?
Crespo Capital's official website is www.crespocapital.com
What is Crespo Capital's Revenue?
Crespo Capital's revenue is <$5 Million
What is Crespo Capital's SIC code?
Crespo Capital's SIC: 62,628
What is Crespo Capital's NAICS code?
Crespo Capital's NAICS: 52,523
How many employees does Crespo Capital have?
Crespo Capital has 1-10 employees
What industry does Crespo Capital belong to?
Crespo Capital is in the industry of: Finance, Securities Trading
What is Crespo Capital competition?
Crespo Capital top competitors include: Fortitude Financial Planning, Alliance Wealth Advisors, Paradigm Wealth Advisory, Sykes Financial Services
What technology does Crespo Capital use?
Some of the popular technologies that Crespo Capital uses are: WordPress.org, PHP, HubSpot, jQuery Migrate
What does Crespo Capital do?

Crespo Capital is a premier advisory firm specializing in wealth management for affluent individuals, particularly physicians and high-income professionals. They offer a comprehensive suite of services including holistic wealth management, trust and estate planning, and specialized advisory for tax planning and debt management. The firm emphasizes... a personalized approach, ensuring that each client's portfolio is meticulously tailored to their unique needs and aspirations. Crespo Capital aims to empower clients to navigate their financial world with clarity, discretion, and long-term results.Read More

What are Crespo Capital social media links?
Crespo Capital Linkedin page
Is Crespo Capital a public company?
Crespo Capital is private company therefore does not currently have an official ticker symbol
See more information about Crespo Capital

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