Tech stack
No one at Crescat Portfolio Management LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Crescat Portfolio Management LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Axos Clearing
Per Form ADV · $7M held · filed Nov 2024
Schedule Apps
Digital Marketing
