Cresset is a family office and private equity firm. Team members are concentrated in Chicago, Illinois, United States. The known portfolio counts 2 companies, including American Pain Consortium and True Capital Management.
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Investment focus
- Stage
- Late-Stage
- Sector
- FinTechHealthcare
- Focus
- Wealth Advisor AcquisitionsWealth Management
Contacts
Who to pitch at Cresset
Cresset portfolio companies (2)
- American Pain Consortium
- True Capital Management
Co-investors
Funds that share portfolio companies with Cresset.
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About Cresset
The firm's listing covers sectors FinTech and Healthcare, and focus areas Wealth Advisor Acquisitions and Wealth Management; known deals cluster at Late-Stage.
The team counts 11 people in our database. Avy Stein (Founder & Chairman) and Justin Berman (Co-Founder and Co-Chairman) are shown as the contacts to pitch.
Across the known portfolio, 2 co-investors appear alongside Cresset, including American Discovery Capital and Cedar Pine.
Frequently asked questions
What is Cresset?
Cresset is a family office and private equity firm whose team is concentrated in Chicago, Illinois, United States, with a known portfolio of 2 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Cresset invest in?
Listed sectors include FinTech and Healthcare; listed focus areas include Wealth Advisor Acquisitions and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Cresset invest at?
The known deals of Cresset include Late-Stage rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Cresset?
2 of the 11 people on file at Cresset are listed as contacts for the firm. All 11 have their own profile page.
How do I contact Cresset?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 11 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal