Cresset | Company Profile - Revenue, Headcount, Tech Stack, Contacts
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Overview
Independent multi-family office and private wealth management firm founded by Eric Becker and Avy Stein. Specializing in serving ultra-high-net-worth families, entrepreneurs, executives, and private equity partners nationwide, the firm manages over $235 billion in assets and has received recognition from Barron’s and Forbes as a top registered investment advisor. Operating with a commitment to True Fiduciary® standards, the organization emphasizes transparency and wealth management innovation.
The firm delivers a comprehensive suite of wealth advisory and family office services, tailored to complex financial needs. Offerings include holistic financial planning, investment advisory with access to institutional-quality private investments, tax and estate strategies, and family office solutions. The organization prioritizes personalized guidance for enduring wealth creation and legacy protection, supports clients with more than 20 office locations, and fosters long-term relationships through a cohesive approach to wealth management.
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| Company Name | Revenue | No. of Employees | Type | Funding | Founded In | Top Executive |
|---|---|---|---|---|---|---|
| xxx | $14854 | 109 | Private | - | 220 | xxxxxxxxx |
| xxxxx | $7127 | 30 | Private | - | 2023 | xxx |
| x | $90921 | 76 | Private | - | 7396 | xxxx |
| xxxxxxx | $16536 | 10 | Private | - | 2168 | xxxxxxxxxx |
| xxxx | $32569 | 147 | Private | - | 7193 | xxx |
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