Company profile

Cresset Tech Stack

Multi-family office and private wealth firm for founders and UHNW families

Financial Services Chicago, IL 501–1,000 employees Founded 2017 Privately Held

Cresset is a Chicago-based multi-family office and private investment firm serving entrepreneurs and ultra-high-net-worth families. Its stack pairs wealth-reporting tooling (Addepar, Salesforce) with a modern data layer (Snowflake, Databricks, dbt, Matillion) and data-loss-prevention controls (Purview, Netskope, Forcepoint). Accelerating, director-heavy hiring skews toward finance, with compliance and information security leadership openings.

Tech Stack 33 technologies

Core StackBill.com AWS Databricks Snowflake Python Salesforce WordPress JavaScript Matillion dbt Power BI QuickBooks Tableau Zoom Expensify RAG QuickBooks Online Microsoft Access Box Addepar Paycom LinkedIn Recruiter WP Engine Elementor Google Tag Manager Google Analytics 4 Symantec Microsoft Purview Netskope Forcepoint+3 more

What Cresset Is BuildingChallenges and projects from their job posts

◆Challenges

Meeting regulatory and marketing compliance obligations
Scaling client service operations internally
Enhancing client experience and satisfaction
Managing a high-volume accounts payable environment
Improving reporting processes

▲Active Projects

Tools to monitor credit markets and investment performance
Customized onboarding for high-net-worth clients
Implementing new investment strategies
Banking and lending strategy development
Centralized knowledge library
Advisor enablement playbooks

Hiring Activity

Accelerating25 roles · 20 in 30d

Department

Finance

Data

Marketing

Ops

Client

Legal

Product

Seniority

Director

Mid

Senior

Junior

Notable leadership hires: Managing Director, Compliance Director, Information Security Director

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About Cresset

Cresset is an independent multi-family office and private investment firm founded in 2017 and headquartered in Chicago, Illinois. It provides wealth management, planning and investment access to CEO founders, entrepreneurs, partners and ultra-high-net-worth families. The privately held firm is owned by its clients and employees and employs between 501 and 1,000 people. Hiring is concentrated in the United States.

HeadquartersChicago, IL

Company Size501–1,000 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Cresset use?

Cresset uses Addepar and Salesforce for wealth and client management, Snowflake, Databricks, dbt and Matillion for data, Power BI and Tableau for reporting, and Bill.com, QuickBooks and Expensify for finance.

Is Cresset hiring?

Yes. Hiring is accelerating, led by finance roles with additional openings in data, marketing, operations and legal, plus leadership searches for Compliance and Information Security Directors, all in the United States.

Where is Cresset headquartered?

Cresset is headquartered in Chicago, Illinois. The privately held firm was founded in 2017 and has 501–1,000 employees.

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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.