Empowering the credit investment space with strategic technology solutions

Our goal is to represent the interests of our clients from the inside, ensuring that technology investments are thoughtful, strategic, protected, and aligned with the long term goals of the business.

Technology Strategy

Collaborating with business leadership to identify risks and gaps, recommending technology solutions that enhance operational efficiency and facilitate scalability.

Ensuring alignment between business growth goals and technology investments in support thereof.

Data Strategy

Data and process discovery and architecture overview.

Product integrations and process implementations to solve business data challenges.

Rich reporting capabilities leveraging leading tools to drive decision making and investment monitoring.

C-Suite Advisory

Strategy assessments and advisory engagements from experienced CISOs, CTOs, CIOs, and CFOs.

Fractional and interim executive services.

Intelligent Process Automation

Automating non-strategic repetitive operations through leading technology techniques and platforms, freeing employees up to perform higher-value work.

Vendor Selection

Thorough screening and implementation, integration, and handholding of vendor platforms and services. 

Ensuring vendors align with business priorities through continuous engagement and accountability checks. 

Contract negotiation and strategic planning of long-term direction. 

Bespoke Application Development

Architecting, leading and assembling teams to execute the implementation of bespoke technology solutions unique to each client. 

Leveraging a network of strategic partnerships to assemble a skilled implementation team across a wide range of specializations. 

Gary Dmitriev, Founder and Chief Technology Advisor

Gary has spent 17 years in the financial services industry and has served as Co-CTO and CTO at several top asset managers leading back-office automation initiatives, bespoke platforms development, and enterprise data analytics strategies.

Current and Former Clients

  • “I had the pleasure of working with Gary both as a colleague and as a client [of CrestPoint Strategic Advisors]. Gary is a thorough and thoughtful person who speaks the languages both of technology professionals and business leaders. It's rare to find someone who does one of those things well let alone two. As a client the best part of the engagement was the way in which Gary took the time to understand our business, where it currently is, and where we want to go before turning to technology solutions. He's a person I trust to help take us to a better operating model and a pleasure to work with.”

    CFO, Gotham Green Partners

  • “CrestPoint assisted us in finding a new IT provider. Gary took the lead and with his expertise was able to ask the questions and conduct the due diligence necessary to effectively recommend a new IT company. Gary did the ground work to get to know us and understand our needs. Gary identified the final two providers after questioning and interviewing many. He was able to help us to screen them and identify the best fit. The best fit was both an upgrade in technology as well as as a cost savings from our previous provider. Gary conducted himself in the utmost professional matter and his communication was above expectations. Gary often went beyond the scope of his contract to ensure we were comfortable with everything going on including multiple follow-ups. He was always available and had prompt responses. Overall, I would highly recommend Gary and CrestPoint based off of the quality, thoroughness, effectiveness of his work as well as was truly enjoyable to work with.”

    VP, Operations, Owls Nest Partners

  • “Working with Gary at Fortress was an incredibly rewarding experience. His deep expertise in enterprise technologies, especially in the private equity, private credit, and real estate sectors, was instrumental in driving impactful solutions that enhanced operational efficiency and strategic decision-making. I truly valued his collaborative approach, strong leadership, and ability to navigate complex challenges to deliver exceptional results for the business.”

    VP, HPS Investment Partners

Past Webinars

Partners