AS

Investor profile

Avy Stein

Family Office, Private equity & Founder & Chairman at Cresset

Avy Stein works as a Founder & Chairman at Cresset. The firm's known portfolio counts 2 companies.

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Investment focus

Focus
Wealth Advisor AcquisitionsWealth Management

Contacts

ast***@***.comPhone number on fileLinkedIn profile on fileAvailable after registration.
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Affiliated funds' portfolios

Founder & Chairman at Cresset, whose known portfolio counts 2 companies

  • American Pain Consortium
  • True Capital Management

Investor Profile

The listing covers sectors FinTech and Healthcare, and focus areas Wealth Advisor Acquisitions and Wealth Management. Startups operating in these areas may find Avy Stein relevant.

Cresset appears in Late-Stage rounds across its known deals.

What the affiliated firm has backed is the closest available signal on whether Avy Stein is worth approaching.

Colleagues at Cresset

Frequently asked questions

Who is Avy Stein?

Avy Stein is a family office investor and private equity investor based in Chicago, Illinois, United States, listed as Founder & Chairman at Cresset. The known portfolio of that firm counts 2 companies. That portfolio belongs to the firm, not to Avy Stein personally.

What does Avy Stein invest in?

Listed sectors include FinTech and Healthcare; listed focus areas include Wealth Advisor Acquisitions and Wealth Management. Those tags come from the portfolios of the firms this profile is attached to, so they read as a record of what has been backed rather than a stated preference for what comes next.

What stage does Avy Stein invest at?

Cresset appears in Late-Stage rounds across its known deals, and Avy Stein is listed there as Founder & Chairman. Stage is the strongest single filter when you build a target list: an investor with no record at your stage rarely starts with you.

Which firm is Avy Stein listed at?

Avy Stein is listed as Founder & Chairman at Cresset. 10 other people in the database share a firm with Avy Stein.

How do I contact Avy Stein?

An email address, a phone number and a LinkedIn page are on file for Avy Stein. The address stays masked on this page and is readable inside RaiseHunt after you create an account.

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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal