Date - 28th July, 2025
Company Name - Crest Wealth
- Category - Fintech
- Stage - Seed (1st round of capital)
- About company - Crest Wealth is a new age fractional family office and wealth club for founders, executives and value creators
Why I chose to invest in this company
- Like the space - Matches thesis on growing need of wealth management in India and explosion of family office investing in India. Was looking for something in this space.
- White space - Most players in this space are traditional and have not been able to leverage technology and community which Crest plans to. I have a strong thesis on the growing intersection of wealth, community and experiences.
- Top tier investors - Beenext leading, Sparrow VC, DevVc, Shastra VC etc
- Experienced founders - Experienced founders coming from pedigree institutions having worked together in high growth companies and proven leadership having led large teams.