Agility | Cerity Partners
About Agility | Cerity Partners
Agility | Cerity Partners is a company founded in 2017 was acquired by Cerity Partners in April 2024. It operates as a Professional Services. Agility | Cerity Partners offers products and services including Wealth Management, Investment Solutions, and Retirement Plan Consulting.
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Cerity Partners
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Cerity Partners
(Apr 09, 2024)
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Products & Services of Agility | Cerity Partners
Agility | Cerity Partners offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, and Retirement Plan Consulting.
Wealth management services are provided for individual clients.
Investment solutions are offered to optimize client portfolios.
Retirement plan consulting is delivered to corporate clients.
People of Agility | Cerity Partners
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Funding Insights of Agility | Cerity Partners
Detailed funding history for Agility Cerity Partners
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Investors in Agility | Cerity Partners
Agility | Cerity Partners has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and planning services are provided online.
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Locked | Locked | Locked |
Investor details for Agility Cerity Partners
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Investments & Acquisitions by Agility | Cerity Partners
Investment portfolio details for Agility Cerity Partners
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Financial Statements - Agility Cerity Partners
Detailed financials for Agility Cerity Partners
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Agility | Cerity Partners Comparisons
Peer comparison for Agility Cerity Partners
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Competitors of Agility | Cerity Partners
Detailed competitors of Agility Cerity Partners
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Latest news on Agility | Cerity Partners
Complete news archive for Agility Cerity Partners
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Frequently Asked Questions about Agility | Cerity Partners
Agility | Cerity Partners was founded in 2017.
Financial services are offered by Cerity Partners to individuals, families, corporations, and nonprofits. Wealth management, investment solutions, estate planning, and tax preparation are included in the portfolio. Specialized services for business owners and corporate retirement plans are also provided. Advisory solutions for nonprofits are supported through Cerity Partners OCIO. Operations span multiple sectors, addressing complex personal and professional financial needs across the United States.
Agility | Cerity Partners offers Wealth Management, Investment Solutions, and Retirement Plan Consulting.
Agility | Cerity Partners has 1 investor. Key investors include Cerity Partners.