Crestone Capital Overview
- Year Founded
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1991
- Status
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Private
- Employees
-
50
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
- Investments
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3
Crestone Capital General Information
Description
Provider of wealth management services to entrepreneurs, business owners, and their families. The company's services include institutional quality investment strategy and planning, philanthropic planning, family education, asset protection, and risk management, thereby providing access to investment managers, and assisting clients to protect and expand their wealth.
Contact Information
Website
crestonecapital.comCorporate Office
- 1048 Pearl Street
- Suite 450
- Boulder, CO 80302
- United States
Corporate Office
- 1048 Pearl Street
- Suite 450
- Boulder, CO 80302
- United States
Crestone Capital Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Crestone Capital Comparisons
Industry
Financing
Details
Crestone Capital Competitors (3)
One of Crestone Capital’s 3 competitors is CCR Wealth Management, a Corporate Backed or Acquired company based in Westborough, MA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| CCR Wealth Management | Corporate Backed or Acquired | Westborough, MA | ||||
| Advenire Wealth Management | Corporate Backed or Acquired | Colorado Springs, CO | ||||
| Private Wealth Asset Management | Venture Capital-Backed | Cedar Rapids, IA |
Crestone Capital Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Crestone Capital Investments & Acquisitions (3)
Crestone Capital’s most recent deal was a Later Stage VC with Trii for . The deal was made on 19-Jun-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Trii | 19-Jun-2025 | Later Stage VC | Financial Software | ||
| Principia | 02-Jun-2025 | Early Stage VC | Financial Software | ||
| Uinta Brewing | 10-Jan-2022 | Merger/Acquisition | Beverages |
Crestone Capital FAQs
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When was Crestone Capital founded?
Crestone Capital was founded in 1991.
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Where is Crestone Capital headquartered?
Crestone Capital is headquartered in Boulder, CO.
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What is the size of Crestone Capital?
Crestone Capital has 50 total employees.
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What industry is Crestone Capital in?
Crestone Capital’s primary industry is Asset Management.
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Is Crestone Capital a private or public company?
Crestone Capital is a Private company.
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What is Crestone Capital’s current revenue?
The current revenue for Crestone Capital is .
-
Who are Crestone Capital’s competitors?
CCR Wealth Management, Advenire Wealth Management, and Private Wealth Asset Management are competitors of Crestone Capital.
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