Organization · Family Office
Cresset
Cresset is a financial services firm based in the United States, specializing in wealth management and family office services for high-net-worth individuals and families. Founded in 2017, it emphasizes a commitment to fiduciary standards.
Overview
What Cresset does
What Cresset is
Cresset is a financial services firm based in the United States, specializing in wealth management and family office services for high-net-worth individuals and families. Founded in 2017, it emphasizes a commitment to fiduciary standards.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 2017
- Approximate age
- About 9 years
- Structured capabilities
- Funder
- Last reviewed
- March 13, 2026
Official channels
Find Cresset elsewhere
Open the official website or a supported primary organization account.
Capability profile
Cresset as a funder
Investment thesis
Cresset focuses on providing comprehensive wealth management and family office services to high-net-worth individuals, entrepreneurs, and families.
Focus narrative
Cresset's focus is on wealth management and family office services. They provide a range of offerings including investment management, financial planning, and trust services, specifically designed for high-net-worth individuals, entrepreneurs, and families.
Focus and fit
- Regions
- United States
Availability
- Currently deploying
- Not published
Common questions
What to know about Cresset
Upseed classifies Cresset under the Family Office organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 13, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.