Cressetcapital
2 known investors
Cresset is an independent registered investment advisory firm providing family office and private wealth management services—including financial planning, private investments, tax and estate strategies, trust services, and exit planning—for entrepreneurs and ultra-high-net-worth families. The firm reports more than $260B in AUM/AUA and operates as an SEC-regulated fiduciary.
Fintech
Founders & leadership
EB
Eric BeckerFounder and Co-Chairman
AS
Avy SteinFounder and Co-Chairman
SC
Susie CranstonChief Executive Officer
Investors · 2
Frequently asked questions
- What does Cressetcapital do?
- Cresset is an independent registered investment advisory firm providing family office and private wealth management services—including financial planning, private investments, tax and estate strategies, trust services, and exit planning—for entrepreneurs and ultra-high-net-worth families. The firm reports more than $260B in AUM/AUA and operates as an SEC-regulated fiduciary.
- Who founded Cressetcapital?
- Cressetcapital was founded by Eric Becker, Avy Stein.
- Who are Cressetcapital's investors?
- Cressetcapital's investors include Dns Capital, True Capital Management.