CREST positions itself as an AI-native fractional family office and asset manager serving founders, families, HNIs, emerging UHNIs, and institutions. Its platform offers asset allocation, investment oversight, consolidated reporting, tax-efficient structuring, succession and estate planning, governance, philanthropy, real assets, alternatives, and long-term wealth stewardship. The company follows an advisory-first approach to help clients navigate geographies, managers, products, structures, and asset classes with a focus on long-term wealth preservation and growth. CREST plans to use its $3.1 million pre-seed proceeds to strengthen its technology platform, expand its family office and investment teams, enhance regulatory and compliance capabilities, and build out its asset management offerings. The firm was co-founded by Girish Singhi and Zuhaib Khan.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Jun 2026