When was Crestline founded?

Crestline was founded in 1997 and raised its 1st funding round 10 years after it was founded.

Where is Crestline located?

Crestline is headquartered in Fort Worth, United States. It is registered at Fort Worth, Texas.

How many employees does Crestline have?

As of Sep 30, 2026, the latest employee count at Crestline is 221.

Is Crestline a funded company?

Crestline is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Apr 2007.

When was the latest funding round of Crestline?

Crestline's latest funding was a $***** Series A round on Apr 2007, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.25B in funding in 2026 to date.

Where does Crestline rank among its competitors?

Crestline ranks 76th amongst 32402 active competitors, of which 526 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Lighthouse Canton, which secured $40M in Nov, 2025.

Who are the top competitors of Crestline?

Crestline's top competitors include Fidelity Investments, Barclays and Morgan Stanley. Among them, Lighthouse Canton secured the most recent funding round in November, 2025.

Crestline - 2026 Company Profile, Funding & Competitors

Company Details

Website: www.crestlineinvestors.com/
Email ID: *****@crestlineinc.com
Phone Number: +1 **********
Registered Address: Fort Worth, Texas

Key Metrics

Founded Year

1997

Location

Fort Worth, United States

Stage

Acquired

Total Funding

$40M in 1 round

Latest Funding Round

Series A, Apr 2007, $*****

Ranked

76^th among 32402 active competitors

Employee Count

221 as on Sep 30, 2026

Investment & Acquisitions

Evocative & 46 more

Similar Companies

Fidelity Investments & 34712 more

Exit Details

Acquired by Rithm Capital (Sep 04, 2025)

View Crestline's full profile

Crestline is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
CRESTLINE RESEARCH ASSOCIATES INC CIN: 12623460685 , United States, Active		-	-	-
CRESTLINE INVESTORS, INC CIN: 752741654 , United States, Active	Dec 31, 1999	-	214 (As on Dec 31, 2024)	-

Crestline got acquired by Rithm Capital on Sep 04, 2025.

Click here to take a look at Crestline's acquisition in detail

Crestline has raised a total funding of $40M over 1 round.

Here is the list of recent funding rounds of Crestline:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 2007	3166090	Series A	4279076	3535010	6004444	2826678

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Crestline's employee count trend

Crestline has 221 employees as of Sep 26. Here is Crestline's employee count trend over the years:

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Top competitors of Crestline include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of Crestline, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	82/100
2nd	Barclays 1690, London (United Kingdom), Public	Provider of consumer, corporate, wealth and private banking services	-	Point Financial, Qatar Investment Authority ... & 5 others	80/100
3rd	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	$7.55M	Sagard, IFC Asset Management Company & 3 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
5th	Avendus 1999, Mumbai (India), Acquired	Corporate consultancy and advisory service provider	$178M	Gaja Capital, Fender Consultants & 27 others	78/100
6th	HSBC 1865, London (United Kingdom), Public	Provider of global banking, wealth management, and financial services solutions worldwide	-	Ping An, Annuit Coeptis Investments & 2 others	76/100
7th	Allianz 1890, Munich (Germany), Public	Financial services company specializing in insurance and asset management	-	Yixing Capital, Aviva & 1 others	75/100
8th	Lighthouse Canton 2014, Singapore (Singapore), Series C	Investment institution focused on wealth and asset management	$40M	Peak XV Partners, Nextinfinitymanagement & 2 others	75/100
9th	Nuvama 1993, Mumbai (India), Public	Diversified of wealth & asset management services	-	Tryrock, Sanaka India	75/100
10th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	75/100
76th	Crestline 1997, Fort Worth (United States), Acquired	Investment management firm	$40M	-	64/100

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Crestline has made 45 investments in companies including Evocative and Constrafor. Crestline has also acquired 2 companies including ICEpower and CL Life.

Here is the list of investments & acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Dec 16, 2025	Investments	Evocative	2009	Emeryville (United States)
Nov 27, 2024	Investments	Constrafor	2019	Manhattan (United States)
Jul 23, 2024	Investments	Credent Wealth Management	2018	Auburn (United States)