AI‑Native Family Office CREST Secures $3.1M Pre‑Seed to Expand Platform

CREST, an AI-native Fractional Family Office and new-age asset management company, has raised USD 3.1 Mn in pre-seed funding led by BEENEXT, Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures and 91ventures with participation from 40+prominent Indian and UAE founders and CXOs, including Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma. The funds will be deployed to strengthen the company’s technology platform, expand its family office and investment teams, deepen regulatory and compliance capabilities, and build its asset management offerings across Global and Indian public markets and Real Estate. With this announcement, CREST is formally coming out of stealth as it builds a structured family office platform for India’s emerging wealth and value creators.

CREST combines Family Office advisory, Asset Management, Community, and Technology in one integrated platform. Its services span consolidated reporting, tax-efficient structuring, asset allocation, investment oversight, succession, estate planning, and next-generation development and readiness. Taking an advisory-first approach, CREST helps clients navigate geographies, managers, products, structures, and asset classes with a singular focus on their long-term wealth preservation and growth.

Commenting on the fundraise, Girish Singhi, Co-Founder and Zuhaib Khan, Co-Founder of CREST, said —

Many of India's founders and business owners have built significant wealth, but their personal financial structures haven't kept pace. CREST was built to sit on the client's side of the table, bringing together investment discipline, governance, technology and long-term thinking in one place. This fundraise will allow us to deepen our platform, strengthen our teams, and serve this generation of wealth creators the way they deserve to be served.

According to the UBS Global Wealth Report, India is home to more than 900,000 dollar millionaires today, a number forecast to nearly double by 2030, with the country adding USD 2.4 trillion in new financial wealth over the same period. These families deserve the same rigour, alignment, and long-term thinking that Family Offices have always provided to the ultra-wealthy. And all these families have two pools of capital - Domestic and International. We built CREST to bring an incentive-aligned, fiduciary-first, and retrocession-free Family Office to these conversations, for both pools of capital - domestic and international.”

Commenting on the investment, Saksham Pant, Principal at BEENEXT, said —

Founders, CXOs, and business families today are looking for trusted partners to help manage and grow their wealth long term. Girish, Zuhaib and the CREST team, with their strong investment expertise and an AI product built on top of India’s significantly improved financial infrastructure, are building a modern family office platform for the next generation of wealth creators and we’re excited to partner with them.

Over the next twelve months, CREST plans to expand its technology platform, deepen its family office services, and grow its asset management offerings for clients across India and the UAE. The company will continue to build strategic partnerships with CA firms, audit firms, legal experts and other trusted advisers who work closely with India's wealth creators. Its longer-term ambition is to become the most trusted Family Office for founders and value creators across India, the UAE and Singapore.

About CREST:

CREST is an AI-native Fractional Family Office and new-age Asset Management company that partners with founders, families, HNIs, emerging UHNIs, and institutions to build their own Family Offices to manage, structure and preserve wealth with discipline, alignment and foresight. The company combines family office advisory, asset management, technology and community across areas such as asset allocation, investment oversight, consolidated reporting, succession planning, estate planning, governance, philanthropy, real assets, alternatives and long-term wealth stewardship. CREST is anchored in Mumbai, Bengaluru and Dubai. For more information, please visit www.crest-capital.com.

About BEENEXT:

BEENEXT is a Venture Capital fund managed by serial entrepreneurs that focuses on assisting founders with their operational experience, network, trust, unique perspectives, and capital. The team invests in early-stage tech start-ups that are focused on building new digital platforms driven by the data network. BEENEXT is a platform of founders, by the founders, and for the founders across the globe, primarily in Southeast Asia, India, and Japan. Since its establishment in 2015, the team has invested in over 200 companies globally. For more information, please visit www.beenext.com.