Cresta Advisors
Curated by SignalFinancial planning platform offering personalized investment advisory services.
Overview
Cresta Advisors is a financial planning firm that offers investment advisory services and a range of financial tools for individuals. The platform allows users to consolidate their financial data, providing an overview of their financial status. The firm employs technology to develop personalized financial plans that align with individual objectives, including retirement and wealth accumulation. Its target clientele encompasses individuals, institutions, business owners, and high net worth families in the United States and Mexico. Cresta Advisors aims to simplify personal finance challenges through cost-effective solutions and emphasizes long-term fiduciary relationships to support clients in making informed financial choices.
Key facts
- Founded
- 2013
- Headquarters
- Laredo, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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