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Crestone selects FinClear for trade execution and clearing

FinClear has announced that it is providing execution and clearing services to Crestone Wealth Management.

FinClear CEO David Ferrall said he was delighted to have secured a client of Crestone’s stature in Australian wealth management.

“Crestone is a premium name in the Australian market and well known for being exacting about who they choose to work with,” he said. “I am extremely pleased that they have chosen FinClear and the team and I are excited to work closely with them.”

Crestone CEO, Michael Chisolm, said FinClear’s client-first culture had been key to his decision.

“Crestone’s success is built on collaboration – with our clients, between our people, and with our service providers,” he said. “FinClear impressed us with its capabilities, technological innovation and commitment to security. Crestone seeks to continue to grow by providing clients unparalleled investment insights and solutions as well as a holistic view of the investment world. This has been achieved by aligning the business with strategic partners, including FinClear.”