Cresset

Finance · Illinois, United States · 201-500 Employees

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Overview

Headquarters

444 W Lake St Ste 4700, Chicago, Illinoi...

Phone Number

(312) 626-0309

Revenue

$219.1 Million

Industry

Finance Securities Trading
ZI Rank: 9
Signal Type
Dec
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Feb
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May
ZI Rank
5
7
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9

About Cresset

Cresset is an independent wealth management and multi-family office firm that provides integrated financial advisory and investment services to high-net-worth individuals, families, and institutions. The organization was established with the objective of redefining how wealth is managed and experienced, particularly for entrepreneurs, founders, and multi-generational families. It operates within the broader financial services industry, focusing on delivering personalized, comprehensive solutions that address both financial and lifestyle considerations. The firm offers a wide range of services that extend beyond traditional wealth management. These include investment advisory, financial planning, tax strategy, estate and trust planning, and access to private investment opportunities. By integrating these services into a unified platform, the organization provides clients with a holistic approach to managing their financial affairs. This integrated model is designed to simplify complex fRead more
Cresset's Social MediaPopular SearchesCresset Capital Management LLCCresset CapitalCresset Partners LLCCresset Trust Company LLCEvanston AdvisorsSIC Code 67,679NAICS Code 52,523Show more

Cresset Org Chart

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Amy Hong, Executive Managing Director, Chief Operating Officer and Chief Compliance Officer at Cresset
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Executive Managing Director, Chief Operating ...

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Director, Chief of Staff To the Chief Legal O...

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Associate Director, Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cresset

$219.1M
201-500
Private
-
2017
Amy Hong, Executive Managing Director, Chief Operating Officer and Chief Compliance Officer at Cresset
Amy HongExecutive Managing Director, Chief Operating Officer and Chief Compliance Officer
$309.3M
501-1,000
Private
$720M
2013
$147M
201-500
Private
$150M
1970
$99.5M
51-200
Public
-
1983
BM
Benjamin MurrayChief Operating Officer, Alternative Investments
$67M
51-200
Private
-
1984
AM
Andrew McMorrowPresident & CEO
$67M
51-200
Private
<$5M
2009
JD
Jennifer DangarChief Operating Officer
$13M
201-500
Private
-
1976
CK
Clarence KingManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cresset Tech Stack

A closer look at the technologies used by Cresset

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Cresset News & Media

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Frequently Asked Questions Regarding Cresset

What is Cresset's official website?
Cresset's official website is www.cressetcapital.com
What is Cresset's Revenue?
Cresset's revenue is $219.1 Million
What is Cresset's SIC code?
Cresset's SIC: 67,679
What is Cresset's NAICS code?
Cresset's NAICS: 52,523
How many employees does Cresset have?
Cresset has 201-500 employees
What industry does Cresset belong to?
Cresset is in the industry of: Finance, Securities Trading
What is Cresset competition?
Cresset top competitors include: Westwood Holdings Group, Ballentine Partners, Steward Partners, Balentine
What companies has Cresset acquired?
Cresset has acquired the companies: Cresset Wealth, CH Investment Partners, Meristem Trust, Monticello Associates
What technology does Cresset use?
Some of the popular technologies that Cresset uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Cresset?
Cresset contact info: Phone number: (312) 626-0309 Website: www.cressetcapital.com
What does Cresset do?

Cresset is an independent wealth management and multi-family office firm that provides integrated financial advisory and investment services to high-net-worth individuals, families, and institutions. The organization was established with the objective of redefining how wealth is managed and experienced, particularly for entrepreneurs, founders, and... multi-generational families. It operates within the broader financial services industry, focusing on delivering personalized, comprehensive solutions that address both financial and lifestyle considerations. The firm offers a wide range of services that extend beyond traditional wealth management. These include investment advisory, financial planning, tax strategy, estate and trust planning, and access to private investment opportunities. By integrating these services into a unified platform, the organization provides clients with a holistic approach to managing their financial affairs. This integrated model is designed to simplify complex financial situations while ensuring that all aspects of wealth management are aligned with the clients long-term goals.Read More

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

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