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Wealth management startup CREST secures $3.1 Mn in pre Seed round

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Wealth management startup CREST secures $3.1 Mn in pre Seed round

CREST, a fractional family office and new-age asset management company, has raised $3.1 million in a pre-seed funding round led by BEENEXT, Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures, and 91ventures. The round also saw participation from angel investors including Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma.

The company said the fresh capital will be used to strengthen its technology platform, expand its family office and investment teams, enhance regulatory and compliance capabilities, and build its asset management offerings.

Co-founded by Girish Singhi and Zuhaib Khan, CREST is an AI-native fractional family office and asset management firm that partners with founders, families, HNIs, emerging UHNIs, and institutions to help manage, structure, and preserve wealth.

The platform integrates family office advisory, asset management, technology, and community-led engagement. Its offerings include asset allocation, investment oversight, consolidated reporting, tax-efficient structuring, succession and estate planning, governance, philanthropy, real assets, alternatives, and long-term wealth stewardship.

With an advisory-first approach, CREST helps clients navigate geographies, managers, products, structures, and asset classes while focusing on long-term wealth preservation and growth.

According to the UBS Global Wealth Report, India is home to more than 900,000 dollar millionaires, a figure expected to nearly double by 2030, with the country projected to add $2.4 trillion in new financial wealth.

 



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