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.
- 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
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.
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.
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.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 562 scored.
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.
• Develop deep proficiency in the team’s core technology platforms, including Pershing, Fidelity, Salesforce, and Addepar.Salesforce, Addepar, custodian platforms, and financial planning)• Develop and maintain balance sheets, net worth statements, cash flow projections, and financial plans in eMoney.• Process day-to-day accounts payable for ultra-high-net-worth clients using Bill.com, including invoice intake, coding, approval routing, and payment execution• Timely, accurate, and reliable bill pay for high-net-worth clientele using Bill.com and Quickbooks Online• Support Azure hosted cloud infrastructure• Provide technical services and support for Windows Domain, Hosted Exchange and O365 business applications• Perform bookkeeping for family entities, which may include individuals or other related entities within QuickBooks• Prepare Excel worksheets containing analysis of client financial data such as broker analysis and construction or investment history spreadsheets.• PowerPoint and Outlook• Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,• PowerPoint and Outlook• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.Vendors whose code loads on cressetcapital.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
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 →
| open · new 30 d | |
|---|---|
| Finance & accounting | 22 · 9 |
| Administration & office | 2 · 2 |
| IT operations & business systems | 2 · 1 |
| Marketing & communications | 2 · 0 |
| Customer service & success | 1 · 0 |
| Data & AI | 1 · 1 |
| Human resources | 1 · 0 |
| Legal, compliance & risk | 1 · 0 |
| Product, program & project management | 0 · 0 |
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.
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.
Companies like Cresset
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 562 scored.
From the company's own website
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)
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.
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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The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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