CLOs on the Move

Rocket Money

www.rocketmoney.com

 
Rocket Money (formerly Truebill) is a personal finance app that helps users manage their subscriptions, lower their bills, build budgets, and automatically set aside money to reach their savings goals. The company was acquired by Rocket Companies in 20...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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Cresset Capital

Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.