At CrestPoint, we help growing investment firms break through operational bottlenecks and scale with confidence.
Why Choose CrestPoint Strategic Advisors?
Deep Financial & Technology Expertise
Nearly 20 years of experience leading automation, platform development, and enterprise data strategies in top asset management firms.
Strategic, Not Just Tactical
We don’t just solve immediate technology issues—we ensure your systems and strategies support long-term scalability and efficiency.
Focused on Growing Investors
We specialize in helping alternative asset managers and credit investment firms move beyond their startup phase, eliminating operational bottlenecks that hinder growth.
Seamless Technology Alignment
We bridge the gap between business objectives and technology investments, ensuring every decision drives measurable value.
Intelligent Process Automation
We help firms automate non-strategic, repetitive operations so employees can focus on higher-value work.
Vendor Selection & Oversight
We screen, implement, and integrate the right technology vendors—ensuring alignment with business priorities while managing ongoing accountability.
Bespoke Platform Development
When off-the-shelf solutions don’t fit, we architect and assemble teams to build custom technology solutions tailored to your needs.
Fractional CTO Leadership
We offer fractional and interim executive services offering high-level guidance without full-time overhead.
Execution-Driven Approach
We’re more than consultants; we execute and implement solutions that create real, lasting impact.
A Different Kind of Partnership
We challenge the status quo, delivering innovative, disruptive, and high-value solutions—not just “business as usual.”