Company · Private asset managers

Cresset_

As of 4 November 2026, Cresset has 35 open roles (15 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Addepar and eMoney as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Chicago, United States201-500 employees10M-50M revenue, est.B2Ccressetcapital.com ↗LinkedIn ↗
Headquarters
Chicago, Illinois, United States
Employees
201-500 employees (linkedin)
Sells to
entrepreneurs and ultra-high-net-worth families, multi-generation families, ceo founders
Certifications on site
Site languages
EN
Career system
Paycom
35open roles · 15 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02 — What they do, whom they sell to, who else does it

Cresset in one screen

Read from cressetcapital.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Cresset does

Cresset is a family office and private wealth management firm that guides entrepreneurs and ultra-high-net-worth families in creating and protecting enduring wealth. Its offerings include private wealth management, investment advisory, tax and estate planning, trust services, exit planning, and philanthropic planning. It serves multi-generation families, CEO founders, private equity partners, and professional athletes and entertainers across offices in major U.S. cities.

holistic financial planningprivate investmentsconcentrated stock strategiesprivate banking servicesinsurance advisorycfo serviceslifestyle and wellness
Whom it sells to

Named on the site: entrepreneurs and ultra-high-net-worth families, multi-generation families, ceo founders, pre-liquidity and next-gen innovators, private equity and venture capital partners, professional athletes and entertainers, ultra high net worth families, entrepreneurs and founders, private equity and venture capital.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 562 scored.

McDermott Wealth ManagementUnited States · 51-200 employeesTSG Wealth ManagementUnited States · 51-200 employeesBernstein Private Wealth ManagementUnited States · 1001-5000 employeesWBT Wealth ManagementUnited States · 201-500 employeesCredent Wealth ManagementUnited States · 51-200 employeesCastle CapitalIreland · 51-200 employees
03 — Tech stack, with the evidence

What Cresset says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

SalesforceFinance & accounting · high confidence · 12 postings
• Develop deep proficiency in the team’s core technology platforms, including Pershing, Fidelity, Salesforce, and Addepar.
ASSOCIATE, INVESTMENT ANALYST · first seen 2024-09-11
AddeparFinance & accounting · high confidence · 7 postings
Salesforce, Addepar, custodian platforms, and financial planning)
MANAGING DIRECTOR, HEAD OF ADVISOR TRANSITIONS & INTEGRATION · first seen 2026-06-05
eMoneyFinance & accounting · high confidence · 3 postings
• Develop and maintain balance sheets, net worth statements, cash flow projections, and financial plans in eMoney.
ASSOCIATE, INVESTMENT ANALYST · first seen 2024-09-11
Bill.comFinance & accounting · high confidence · 3 postings
• Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com, including invoice intake, coding, approval routing, and payment execution
ASSOCIATE, BILL PAY · first seen 2026-07-15
QuickBooks Online · high confidence · 2 postings
• Timely, accurate, and reliable bill pay for high-net-worth clientele using Bill.com and Quickbooks Online
ASSOCIATE, STAFF ACCOUNTANT · first seen 2026-09-14
Microsoft AzureIT operations & business systems · high confidence · 1 posting
• Support Azure hosted cloud infrastructure
ASSOCIATE, IT SPECIALIST · first seen 2026-10-15
Microsoft Windows · high confidence · 1 posting
• Provide technical services and support for Windows Domain, Hosted Exchange and O365 business applications
ASSOCIATE, IT SPECIALIST · first seen 2026-10-15
QuickBooksFinance & accounting · high confidence · 2 postings
• Perform bookkeeping for family entities, which may include individuals or other related entities within QuickBooks
ASSOCIATE, FINANCIAL REPORTING · first seen 2026-07-15
Microsoft ExcelFinance & accounting · medium confidence · 19 postings
• Prepare Excel worksheets containing analysis of client financial data such as broker analysis and construction or investment history spreadsheets.
ASSOCIATE, STAFF ACCOUNTANT · first seen 2024-09-11
Microsoft PowerPointFinance & accounting · medium confidence · 13 postings
• PowerPoint and Outlook
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES · first seen 2024-09-11
Microsoft WordFinance & accounting · medium confidence · 12 postings
• Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES · first seen 2024-09-11
Microsoft OutlookFinance & accounting · medium confidence · 8 postings
• PowerPoint and Outlook
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES · first seen 2024-09-11
Bloomberg Terminal · medium confidence · 3 postings
• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.
INTERN, INVESTMENT RESEARCH - MONTICELLO ASSOCIATES · first seen 2026-09-01
eVestment · medium confidence · 3 postings
• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.
INTERN, INVESTMENT RESEARCH - MONTICELLO ASSOCIATES · first seen 2026-09-01
On the website or in DNS

Vendors whose code loads on cressetcapital.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04 — Hiring

35 open roles, 27 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05 — Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Cresset, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Cresset to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06 — Lookalikes

Companies like Cresset

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 562 scored.

McDermott Wealth ManagementWealth management general · United States51-200 employees
TSG Wealth ManagementWealth management general · United States51-200 employees
Bernstein Private Wealth ManagementPrivate asset managers · United States1001-5000 employees
WBT Wealth ManagementWealth management general · United States201-500 employees
Credent Wealth ManagementWealth management general · United States51-200 employees
Castle CapitalWealth management general · Ireland51-200 employees
07 — Profile

From the company's own website

Legal nameCresset
IndustryBusiness & finance services · Private asset managers
Offeringsholistic financial planning · private investments · concentrated stock strategies · private banking services · insurance advisory · cfo services · lifestyle and wellness
Target customersentrepreneurs and ultra-high-net-worth families · multi-generation families · ceo founders · pre-liquidity and next-gen innovators · private equity and venture capital partners · professional athletes and entertainers · ultra high net worth families · entrepreneurs and founders · private equity and venture capital
Geographic scopenational · also Czechia
Reviews found
Public contact points0 role addresses · 1 phone numbers
Pages readhome
Datescrawled 2026-09-09 · profiled 2026-09-12 · hiring built 2026-11-03
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Cresset (Chicago, United States, 201-500 employees) has 35 open roles, 15 new in 30 days, and names 14 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/cressetcapital.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from cressetcapital.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Paycom career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Cresset: questions

Does Cresset use Salesforce?

Yes, by the company's own words: 12 postings name it, first seen 2024-09-11, in the finance & accounting team.

Is Cresset hiring?

35 open roles as of 4 November 2026, 15 opened in the last 30 days and 2 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From cressetcapital.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Paycom) hourly since. Headcount is from LinkedIn.

Who should I write to at Cresset?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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