Working with pre-liquidity entrepreneurs in a variety of industries to help maximize liquidity events.
Centralize your financial world to focus on what matters to you most.
Cohesive strategies to unify liquidity planning, tax, estate, and wealth advisory.
When I was 28, after selling two businesses, I was turned down by one of the best-known Wall Street firms because I didn’t meet their minimum. That inspired the creation of Cresset Catalyst—a platform designed to support founders earlier in their journeys—working to help achieve milestones and maximize liquidity events.
Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 4/4/23 for data as of 9/30/22. Cresset paid no application fee to participate.
Rankings developed by Barron’s using proprietary algorithms. Awarded 9/15/23 for data as of 6/30/23. Cresset paid no application fee to participate.
Independent judges make determinations based on industry recommendations and a submitted application. Awarded 2/17/22 for data as of 7/31/21. Cresset paid no application fee to participate.