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.
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Cerity Partners
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Cerity Partners
(Apr 09, 2024)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management services are provided for individual clients.
Investment solutions are offered to optimize client portfolios.
Retirement plan consulting is delivered to corporate clients.
Unlock access to complete
Funding Insights of Agility | Cerity Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Agility | Cerity Partners
Agility | Cerity Partners has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management and planning services are provided online.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Agility | Cerity Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Agility Cerity Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Agility | Cerity Partners Comparisons
Competitors of Agility | Cerity Partners
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Agility | Cerity Partners
When was Agility | Cerity Partners founded?
Agility | Cerity Partners was founded in 2017.
What does Agility | Cerity Partners do?
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.
What products or services does Agility | Cerity Partners offer?
Agility | Cerity Partners offers Wealth Management, Investment Solutions, and Retirement Plan Consulting.
Who are Agility | Cerity Partners's investors?
Agility | Cerity Partners has 1 investor. Key investors include Cerity Partners.