Company profile
Crestone Capital, LLC
Crestone Capital is an independent, multi-family office serving ultra-high-net-worth entrepreneurs and business owners.
- Industry
- Financial Services
- Employees
- 17
- Headquarters
- Boulder, Colorado
- Founded
- 1991
- LinkedIn followers
- 3,732
- Office locations
- 1
Crestone Capital, LLC company summary
Crestone Capital, LLC is a company in the Financial Services industry, headquartered in Boulder, Colorado, founded in 1991. On LinkedIn the company has around 17 employees and 3,732 followers. Its listed specialties include Wealth Management, Investment Strategy and Management, Financial and Cash Flow Planning, Estate, Philanthropic and Tax Planning.
What technology does Crestone Capital, LLC use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Crestone Capital, LLC
Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated. Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.
Specialties
Where is Crestone Capital, LLC located?
Crestone Capital, LLC lists 1 location.
Compare companies similar to Crestone Capital, LLC
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Crestone Capital, LLC crestonecapital.com | Financial Services | 17 | 1991 | Boulder, Colorado |
JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Crestone Capital, LLC
What does Crestone Capital, LLC do?
Crestone Capital is now Pathstone, a client-centric, multi-family office dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. Follow Pathstone to learn more and stay updated. Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Crestone has been recognized four times by Outside magazine as one of the top 50 Best Places to Work in America. View important disclosure information: https://www.crestonecapital.com/news/crestone-capital-named-outsides-best-places-work. Learn more at CrestoneCapital.com.
How many employees does Crestone Capital, LLC have?
Crestone Capital, LLC has around 17 employees on LinkedIn.
Where is Crestone Capital, LLC headquartered?
Crestone Capital, LLC is headquartered in Boulder, Colorado.
When was Crestone Capital, LLC founded?
Crestone Capital, LLC was founded in 1991.
Build a lead list from companies like Crestone Capital, LLC
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.