Crestone Advisors is a leading independent Los Angeles-based investment bank specializing exclusively in the software sector. We provide specialized mergers and acquisitions advisory services and tailored private capital solutions to exceptional founder-led software companies, software-enabled services companies, and software-focused private equity firms. Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Crestone Advisors is not a registered broker-dealer, and Finalis Securities LLC and Crestone Advisors are separate, unaffiliated entities.
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Canny Lam is the Vice President Investment Banking of Crestone Advisors.
2 people are employed at Crestone Advisors.
Crestone Advisors is based in Los Angeles, California.