Funding · Financial Services

Crest raises $3.1 million in pre-seed funding round

By Startup Enthusiast · 16 June 2026

What they do

Crest provides family office and wealth management services for high-net-worth individuals and institutions

The company raised $3.1 million led by BEENEXT to expand its technology platform and investment teams

This funding supports growth in a market with over 9 lakh millionaires expected to double by 2030

Crest has raised $3.1 million in a pre-seed funding round.
Atrium Ventures led the investment alongside BEENEXT, DeVC, Sparrow, Shastra VC, Warmup Ventures, and 91ventures.
Over 40 angel investors participated, including founders from SlideShare, GoKwik, Mosaic Wellness, and Bombay Shaving Company.
The startup was founded in 2025 and is headquartered in Mumbai.
Crest operates as an invite-only advisory platform for the top 0.01% of India's wealthy population.
The company offers asset allocation, succession planning, and estate planning services to families and institutions.
It follows a fiduciary-first model that avoids retrocession fees to align incentives with clients.
Founders Zuhaib Khan and Girish Singhi bring experience from LEAP India and Welspun One respectively.

India is expected to see $2.4 trillion in new financial wealth creation by 2030.
The number of millionaires in India currently exceeds 9 lakh and is projected to double.
Domestic family offices have backed more than 230 Indian startups recently.
Mumbai hosts approximately 62 active family offices involved in startup funding.

Crest serves high-net-worth individuals, family businesses, and institutional clients.
It provides specialized services like tax structuring and holding structures for complex family needs.
The platform includes CIO, CFO, and COO functionalities tailored for family governance.
Crest targets founders and business owners classified as Value Creators of Asia.
It operates on a referral-only basis to maintain exclusivity and service quality.
The company aims to build asset management offerings across global and Indian public markets.
It plans to expand into real estate asset management through this new capital.
Crest differentiates itself through an incentive-aligned and retrocession-free advisory model.
The firm focuses on next-generation readiness for wealthy families.

Crest will strengthen its technology platform using the raised funds.
The company plans to expand its family office and investment teams.
It aims to deepen regulatory and compliance capabilities.
Crest intends to build asset management offerings in global and Indian public markets.
The firm will also develop real estate asset management services.

Product: Integrated platform offering family office advisory, asset management, and wealth structuring services
Customers: High-net-worth individuals, families, family businesses, emerging ultra-high-net-worth individuals, and institutions
How it makes money: Fractional family office platform providing wealth management, asset allocation, and succession planning
What sets it apart: AI-native platform integrating family office advisory, asset management, technology and community engagement