About Cerity Partners
Cerity Partners is a company based in New York (United States) founded in 2011 was acquired by Genstar Capital in June 2022. Cerity Partners has completed 11 acquisitions, including Agility | Cerity Partners, Algonquin Advisors and Bainco International Investors. Cerity Partners offers products and services including Wealth Management, Investment Solutions, and Tax Planning. Cerity Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter New York, United States
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Sectors
Financial ServicesTechnology
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Lightyear Capital
& 1 more
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Employee Count
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Investments & Acquisitions
Agility | Cerity Partners
& 10 more
- Acquired by
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Products & Services of Cerity Partners
Cerity Partners offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, and Tax Planning.
Offers integrated solutions for growing and protecting client wealth
Provides goal-oriented portfolio management and risk assessment
Delivers strategies for tax optimization and compliance
People of Cerity Partners
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Funding Insights of Cerity Partners
Detailed funding history for Cerity Partners
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Investors in Cerity Partners
Cerity Partners has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Lightyear Capital and Genstar Capital.
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Private equity firm investing in financial services sector
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Investor details for Cerity Partners
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Investments & Acquisitions by Cerity Partners
Cerity Partners has strategically engaged in corporate development activities, having acquired 11 companies. Notable acquisitions include Agility | Cerity Partners, Algonquin Advisors and Bainco International Investors.
Investment portfolio details for Cerity Partners
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Outsourced CIO services are provided to long-term investors by Agility.
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Investment management and financial planning services are provided to clients.
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Provider of investment management services
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Complete acquisition details for Cerity Partners
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- Domains and locations
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Financial Statements - Cerity Partners
Detailed financials for Cerity Partners
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Cerity Partners Comparisons
Peer comparison for Cerity Partners
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Competitors of Cerity Partners
Cerity Partners operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Cerity Partners
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Latest news on Cerity Partners
Complete news archive for Cerity Partners
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Frequently Asked Questions about Cerity Partners
Cerity Partners was founded in 2011.
Cerity Partners is headquartered in New York, United States. It is registered at New York, New York, United States.
Cerity Partners was founded in 2011 and is located in New York, United States. An online platform is maintained for investment, wealth planning, and insurance solutions within the financial services sector. Services are delivered to executives, individuals, and families, while support is offered to HR professionals for validating compensation, benefits, and retirement plans. Companies utilize the platform to handle personal financial management and reduce fiduciary risks.
Cerity Partners's top competitors include Fidelity Investments, Investec and S&P Global.
Cerity Partners offers Wealth Management, Investment Solutions, and Tax Planning.
Cerity Partners has made 11 acquisitions, including Agility | Cerity Partners, Algonquin Advisors, and Bainco International Investors.
Cerity Partners has 2 investors. Key investors include Lightyear Capital, and Genstar Capital.