Cresset Tech Stack

Multi-family office wealth management for founders and UHNW families

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

Cresset manages wealth for high-net-worth founders and families out of Chicago, built on a Salesforce–Addepar–Bill.com stack typical of scaled wealth management operations. The hiring mix is heavily skewed toward finance and client-facing roles (18 finance hires, 3 support), with accelerating velocity and a notable leadership gap in product—suggesting active platform modernization alongside traditional advisory scaling. Current projects span alternative investment processing, tax function expansion, and customized client onboarding workflows.

Tech Stack 13 technologies

Core StackSalesforce Bill.com WordPress QuickBooks Online Excel Box Addepar Paycom LinkedIn Recruiter WP Engine Elementor Google Tag Manager Google Analytics 4

What Cresset Is Building

◆Challenges

Enhancing client experience
Internal process scalability
Reducing operational inefficiencies
Complex engagement scheduling
Client asset protection issues
Scaling tax function
Transitioning platform to bau
Investment platform enhancement
Enhancing client service delivery
Seamless client experience

▲Active Projects

Alternative investment processing
New investment strategy implementation
Customized onboarding experience
Cash flow reports
Tax workpapers
Financials for non-accounting clients
Investment structure for full practice
Donor advised fund management
Client onboarding
Client tax return preparation

Hiring Activity

Accelerating30 roles · 15 in 30d

Department

Finance

Support

Ops

Engineering

Executive

Legal

Operations

Seniority

Director

Mid

Senior

Junior

Staff

Notable leadership hires: Client Service Director, Associate Director, Head of Product

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About Cresset

Cresset is an independent, multi-family office and private investment firm serving CEOs, founders, entrepreneurs, partners, and ultra-high-net-worth families. Founded in 2017 and based in Chicago, the firm operates at 201–500 employees and is client and employee-owned. The service model integrates wealth management, tax planning, alternative investment access, and personalized advisory. The active project pipeline—covering alternative investment processing, tax workpaper automation, cash flow reporting, donor-advised fund management, and client onboarding—reflects ongoing operational expansion to serve a growing client base while improving internal workflow efficiency.

HeadquartersChicago, IL

Company Size201–500 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What software does Cresset use for wealth management?

Cresset's core stack includes Salesforce (CRM), Addepar (portfolio management), Bill.com (accounting), QuickBooks Online, and Box (document management). WordPress and WP Engine support web presence.

What is Cresset working on operationally?

Active projects include alternative investment processing, tax function scaling, customized client onboarding, cash flow reporting, and donor-advised fund management. Internal pain points center on process scalability and engagement scheduling complexity.