Crestone Wealth Management Competitors, Revenue, Alternatives and Pricing

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Overview

Location:
Sydney, NSW Australia
Total Funding:N/A
Industry:Finance
Founded:2015
Lead Investor(s):N/A

Estimated Revenue & Financials

  • Crestone Wealth Management's estimated annual revenue is currently $50.4M per year.
  • Crestone Wealth Management's estimated revenue per employee is $210,000

Employee Data

  • Crestone Wealth Management has 240 Employees.
  • Crestone Wealth Management grew their employee count by 7% last year.
  • Crestone Wealth Management currently has 1 job openings.

Crestone was created from the acquisition of UBS Wealth Management Australiaa company with an 80-year heritage and more than AUD14 billion of client assets under management. Crestone has over 200 employees, including over 75 investment advisers who have worked together for an average of 10 years. It has offices in Brisbane, Melbourne and Sydney. Employee owned, Crestone promotes a partnership culture of accountability and high performance with oversight from a formal corporate governance structure, delivered through a Board of Directors and Executive Management teamwith an Advisory Panel to be appointed. Crestone has best in class strategic partnersincluding UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust, as well as leading global technology provider Avaloq. This unique combination provides Crestone clients with global investment research, domestic and international securities dealing, custodial services, capital markets offers and multi-asset lending capabilities that are unsurpassed in the Australian market. Find out more at crestone.com.au

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