Crestline Investors has expanded its partnership with Credent Wealth Management with an additional $150 million commitment to support the firm’s continued expansion and acquisition efforts. Credent, founded in 2018 and headquartered in Indiana, operates as a fee-only Registered Investment Advisor and manages more than four billion dollars in assets.
Crestline noted that Credent has shown strong operational execution and a disciplined approach to growth in an industry experiencing significant change. The new commitment is intended to provide Credent with enhanced capacity to support advisors, accelerate its national reach, and further invest in its people and service capabilities.
Credent plans to continue building on its rapid growth, which has included organic expansion and more than thirteen strategic acquisitions. The firm said that Crestline’s renewed backing enables it to preserve independence while expanding its footprint and advancing its client-centric approach to wealth management.
Crestline Investors, founded in 1997 and based in Fort Worth, with additional offices in London, New York, Tokyo, and Toronto, manages approximately $18 billion in credit assets across its capital solutions, direct lending, and portfolio finance platforms.
KEY QUOTES
“Credent continues to demonstrate operational excellence and disciplined execution in a rapidly evolving industry. We are proud to deepen our partnership with a firm that we believe is well-positioned to support advisors in their mission of offering transparent economics, independence, and a clear path to ownership and succession.”
Albert Hicks, Director at Crestline Investors
“This partnership strengthens our ability to do what we do best: serve hardworking Americans who earn more than they spend and value advice rooted in transparency and trust. Crestline’s support allows us to grow on our own terms by preserving our independence, investing in our people, and expanding the reach of the Credent experience to more advisors and clients across the country. As we grow, we’re proud to bring our culture and core values to a national stage, showing that integrity and humility still define enduring success.”
David Hefty, CEO of Credent Wealth Management
