Cresset Tech Stack

Multi-family office and private wealth management for entrepreneurs and UHNW families

Financial Services Chicago, IL 201–500 employees Founded 2017 Privately Held

Cresset is a Chicago-based multi-family office serving founder-led entrepreneurs and ultra-high-net-worth families. The tech stack reveals a wealth-management platform built on Salesforce + Addepar + a modern data layer (Snowflake, dbt, Databricks, Matillion, Power BI), indicating a shift from manual spreadsheet workflows toward integrated client data and automated reporting. The hiring mix is heavily director-skewed (14 of 23 open roles), with finance and operations dominating—matching their active projects in asset reconciliation, performance automation, and client onboarding standardization.

Tech Stack 26 technologies

Core StackSalesforce Bill.com WordPress Databricks Matillion dbt Python Snowflake Power BI JavaScript QuickBooks Tableau Zoom QuickBooks Online Box Addepar Paycom LinkedIn Recruiter WP Engine Elementor Google Tag Manager Google Analytics 4 Symantec Microsoft Purview Netskope Forcepoint

What Cresset Is Building

◆Challenges

Enhancing client experience
Client asset protection issues
Internal scalability
Enhancing reporting processes
Streamlining due diligence workflows
Client onboarding experience
Asset reconciliation
Maintaining web reliability
Ensuring continuity during high-demand periods
Evaluating current identity landscape

▲Active Projects

Customized onboarding experience for high net-worth clients
Asset transfer and reconciliation from contra firms
Implementation of new investment strategies
Designing standard deliverables
Tax workpapers
Financials for non-accounting clients
Automation of performance reporting workflows
Deploying campaign-driven landing pages
Maintaining brand and technical standards
Ensuring ongoing web reliability

Hiring Activity

Accelerating25 roles · 25 in 30d

Department

Finance

Ops

Advisory

Data

Engineering

Legal

Relationship

Security

Seniority

Director

Mid

Senior

Junior

Notable leadership hires: Director Investment Strategy Execution, Head of Trading, Integrations Director

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About Cresset

Cresset operates as an independent, client-owned multi-family office and private investment firm headquartered in Chicago. The firm serves ultra-high-net-worth families, CEO founders, entrepreneurs, and partners, providing integrated wealth management, investment strategy, and advisory services typically found in single-family offices. With 201–500 employees, Cresset combines personalized advisory with institutional-grade infrastructure: Salesforce for client relationship management, Addepar for portfolio management, and a modern analytics stack for reporting and performance tracking. Current operational priorities center on automating client onboarding, reconciling transferred assets from competing firms, standardizing reporting deliverables, and scaling internal workflows to handle sustained demand.

HeadquartersChicago, IL

Company Size201–500 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Cresset use?

Cresset uses Salesforce for CRM, Addepar for portfolio management, Snowflake + dbt + Databricks for data infrastructure, Power BI and Tableau for reporting, Bill.com and QuickBooks Online for accounting, and Box for document management.

Where is Cresset headquartered?

Cresset is headquartered in Chicago, IL and currently hiring exclusively in the United States.

How this profile is built

Cresset's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.