Overview
CREST, an AI-native fractional family office and asset management platform, has secured $3.1 million in a pre-seed funding round. Founded by Girish Singhi and Zuhaib Khan, the company aims to democratize access to sophisticated wealth management services traditionally reserved for the ultra-wealthy.
The Solution
CREST integrates technology with high-touch advisory services to assist founders, High Net Worth Individuals (HNIs), and emerging Ultra-HNIs in wealth preservation. Key offerings include:
- AI-driven asset allocation and investment oversight
- Consolidated reporting and tax-efficient structuring
- Succession and estate planning
- Governance, philanthropy, and alternative asset management
Market Context
The wealth management landscape in India is witnessing a significant shift. With over 900,000 dollar millionaires in the country today—a figure projected to double by 2030—the demand for digital-first, structured wealth stewardship is surging. The market is expected to add $2.4 trillion in new financial wealth, providing a massive tailwind for tech-enabled advisory firms.
Use of Funds
The capital will be deployed to:
- Strengthen the underlying technology platform
- Scale the family office and investment advisory teams
- Enhance regulatory and compliance frameworks
- Expand current asset management offerings