Cross Financial, a well-known accounting and advisory firm serving clients across the Northwest, has officially joined Crete Professionals Alliance becoming the network’s first wealth management firm. The partnership marks a meaningful milestone for Crete as it continues expanding its national network into a full-spectrum financial services powerhouse. For Cross Financial, the move strengthens its ability to serve clients with broader resources, modern technology, and the backing of one of the fastest-growing accounting networks in the country, all while maintaining its trusted name and leadership team.
Financial Technology Insights: Zillow Launches CreditClimb to Help Renters Build Credit
Jay Torgerson, CEO of Cross Financial, said the decision reflects a long-term investment in strengthening the firm’s future. “By joining Crete Professionals Alliance, we are enhancing the tools and support available to our team while staying true to the culture, values, and personalized service that have guided us for decades,” he said.
Crete’s CEO, Steve Stagner, shared enthusiasm for the addition. “Cross Financial is a tremendous fit for the Crete family,” he noted. “Their deep expertise in
Financial Technology Insights: LFC Welcomes PayPal as Official Digital Payments Partner
expands our capabilities and strengthens the value we can deliver across the entire network. This partnership reflects our commitment to diversifying our portfolio and supporting the evolving needs of our clients.”
Cross Financial serves privately held businesses, nonprofits, and high-net-worth individuals, offering tax, valuation, advisory, litigation support, and outsourced accounting services. Now part of Crete, the firm will continue operating under its own name while benefiting from a wide range of added support including access to more than 30 respected CPA firms across the country, enterprise-level corporate services, AI-powered technology, and global talent teams based in India and the Philippines.
Financial Technology Insights: KuCoin Expands in Australia with New Office and Leadership
The collaboration also bolsters Crete’s growing presence in the Western U.S., a region already home to several of its strongest firms. Cross Financial’s wealth management expertise adds a valuable new dimension that will enhance collaboration and accelerate growth throughout the network.
To share your insights with the FinTech Newsroom, please write to us at info@intentamplify.com