Crestone Capital LLC
Crestone Capital LLC is an independent, Boulder-based multi-family office founded in 1991 that provides wealth management, financial planning, and family-office services to ultra-high-net-worth entrepreneurs and business owners.
- Company typePrivate
- Founded1991
- HeadquartersBoulder, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Crestone Capital LLC does
Crestone Capital LLC is an independent, multi-family office headquartered in Boulder, Colorado, founded in 1991. The firm serves ultra-high-net-worth entrepreneurs and business owners, providing consolidated wealth management services typical of the multi-family office model — including investment management, financial planning, tax coordination, estate and succession planning, and concierge reporting for principals of operating businesses. Its value proposition is built on independence (no parent bank, broker-dealer, or product sponsor), continuity of senior advisors, and the discretion required by founder-led families transitioning personal and operating wealth between generations.
Operationally, Crestone employs 51-100 people, a headcount consistent with a mid-sized multi-family office serving multiple household balance sheets rather than a single-family office. Leadership includes a President (Matt Wiles) overseeing the firm and a Chief Talent Officer / Head of People and Culture (Ronda Vitrano), signaling structured investment in governance and human capital. No revenue, AUM, fee schedule, or product disclosures are available; no funding events, M&A activity, or capital-markets transactions are recorded. The firm's public website currently displays a default cPanel error page, suggesting either a hosting or DNS issue or reduced emphasis on digital marketing — itself a data point for an investor evaluating the firm's growth posture relative to tech-enabled RIA competitors.
The business model is fee-based advisory (most likely a blend of AUM-based and flat retainer fees, which is standard for independent multi-family offices), with revenue mechanics tied to client asset levels and service breadth rather than transaction commissions. No pricing is publicly disclosed. Customer concentration is structurally meaningful because the addressable client pool of UHNW entrepreneur households is small and engagements are relationship-driven; however, as a multi-family (rather than single-family) office, concentration is diversified across several households rather than a single principal. No public customers, awards, partnerships, or compliance certifications are documented in the available data.
Crestone Capital LLC firmographics
Firmographics- Name
- Crestone Capital LLC
- Website
- https://crestonecapital.com
- Company type
- Private
- Founded year
- 1991
- Headcount range
- 51–100 employees
- Short description
- Crestone Capital LLC is an independent, Boulder-based multi-family office founded in 1991 that provides wealth management, financial planning, and family-office services to ultra-high-net-worth entrepreneurs and business owners.
- Ownership category
- akta.pro rank
Crestone Capital LLC industry classification
Industry- Product category
- Multi-Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Crestone Capital LLC is headquartered
LocationHeadquarters
- HQ city
- Boulder
- HQ country
- United States
- HQ region
- North America
Markets served
Crestone Capital LLC business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Crestone Capital LLC product offering
Product offeringCore offering
Crestone Capital is an independent, multi-family office providing wealth management, investment advisory, and personalized financial services to ultra-high-net-worth entrepreneurs and business owners. The firm delivers integrated family-office solutions covering investment, financial planning, and related advisory needs for a limited number of UHNW client families.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Wealth Management Services Integrated family-office wealth management and advisory services delivered to ultra-high-net-worth entrepreneurs, business owners, and their families. The offering encompasses investment management, financial planning, and personalized advisory support tailored to the complex needs of UHNW households.
Companies that use Crestone Capital LLC
Customer profileIdeal customer profiles1 record
Crestone Capital LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Crestone Capital LLC partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights1 record
Crestone Capital LLC competitors and assessment
Company assessmentDirect peers
- Pathstone: Independent multi-family office offering investment advisory, family office, and outsourced CIO services to UHNW families — direct competitor in the independent MFO category.
- Bessemer Trust: One of the largest U.S. multi-family offices, Bessemer Trust provides investment management, wealth planning, and family office services to UHNW families — a directly comparable independent MFO competitor to Crestone.
- Glenmede: Independent, privately-held multi-family office serving UHNW families and endowments with discretionary investment management and advisory services — closely comparable model to Crestone Capital.
- Whittier Trust: Independent, employee-owned multi-family office providing investment management, trust, and family office services to UHNW families and foundations — directly comparable independent MFO.
- Pitcairn: Single-family office turned multi-family office serving UHNW families with investment management, trust, and family-office services — a directly comparable independent MFO peer.
- Tiedemann Advisors: Independent multi-family office and wealth advisor serving UHNW families, foundations, and endowments — closely aligned with Crestone's independent MFO model and entrepreneur/founder client base.
Broad incumbents
- J.P. Morgan Private Bank: Global private bank offering investment management, lending, and family-office services to UHNW clients — a broad incumbent that competes for the same entrepreneur and business-owner segment Crestone serves.
- Goldman Sachs Private Wealth Management: Large-scale wealth manager serving UHNW individuals, families, and founders with investment advisory, private banking, and family-office capabilities — a broad incumbent competing for the same high-end client pool as Crestone.
- Brown Brothers Harriman (BBH Wealth Management): Large, long-established private bank and wealth manager serving UHNW families and institutions with investment management, private banking, and trust services — a broader incumbent overlapping Crestone's UHNW advisory niche.
Regional players
- Balentine: Wealth advisory firm based in the U.S. Southeast serving UHNW families and entrepreneurs with investment advisory and family-office services — comparable model with a different geographic footprint than Boulder-based Crestone.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Crestone Capital LLC social profiles
Digital presenceCrestone Capital LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Crestone Capital LLC leadership team
Management profileNumber of profiles
Profiles2 records
Crestone Capital LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Crestone Capital LLC M&A and investment
M&A and investmentM&A
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Crestone Capital LLC
What does Crestone Capital LLC do?
Crestone Capital is an independent, multi-family office providing wealth management, investment advisory, and personalized financial services to ultra-high-net-worth entrepreneurs and business owners. The firm delivers integrated family-office solutions covering investment, financial planning, and related advisory needs for a limited number of UHNW client families.
When was Crestone Capital LLC founded?
Crestone Capital LLC was founded in 1991. It employs 51 to 100 people.
Where is Crestone Capital LLC based?
Crestone Capital LLC is headquartered in Boulder, United States, in the North America region.
Who are Crestone Capital LLC's main competitors?
Direct peers on record are Pathstone, Bessemer Trust, Glenmede, Whittier Trust, Pitcairn and Tiedemann Advisors. Broad incumbents are J.P. Morgan Private Bank, Goldman Sachs Private Wealth Management and Brown Brothers Harriman (BBH Wealth Management). Balentine is listed as a regional player.
Does Crestone Capital LLC have an API?
No public API is recorded for Crestone Capital LLC.
What industry is Crestone Capital LLC in?
Crestone Capital LLC's product category is Multi-Family Office Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.