Cresset
Highly Engaged Employees
Highly Engaged EmployeesFinance · Illinois, United States · 201-500 Employees
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Overview
Headquarters
444 W Lake St Ste 4700, Chicago, Illinoi...Phone Number
(312) 626-0309Website
www.cressetcapital.comRevenue
$219.1 MillionIndustry
ZI Rank: 9
Signal Type
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ZI Rank
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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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cresset
$219.1M
201-500
Private
-
2017
Amy HongExecutive Managing Director, Chief Operating Officer and Chief Compliance Officer
Company Profile Activity
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Cresset is experiencing very low activity levels compared to other companies in the Finance sector.
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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... Read More
