About Cerity Partners
Cerity Partners is a Financial Services company based in New York (United States) founded in 2011, and was acquired by Genstar Capital in June 2022. It operates as a wealth management and planning services are provided online. It operates in the Financial Services and Technology sectors. Cerity Partners has completed 11 acquisitions, including Agility | Cerity Partners, Algonquin Advisors and Bainco International Investors. Its website ceritypartners.com draws about 88 thousand monthly visits. Cerity Partners offers products and services including Wealth Management, Investment Solutions, and Tax Planning. Its focus areas include Asset Management, Diversified, FinTech and Investment Tech. Its competitors include Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Phone•••• ••••
- Website ceritypartners.com
- Social LinkedIn X
- Acquired by Genstar Capital (Jun 2022)
- InvestorsLightyear Capital
& 2 more
- Investments & AcquisitionsAgility | Cerity Partners
& 10 more
- Acquired by
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
Funding Insights of Cerity Partners
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Cerity Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2026 | – | Seed | – | – |
3 investors in total: 3 institutional.
Investors in Cerity Partners
Cerity Partners has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Lightyear Capital, Genstar Capital and Warburg Pincus.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in financial services sector | – | lycap.com | New York, United States | |
- | – | gencap.com | - | |
- | – | warburgpincus.com | - |
Investor details for Cerity Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Cerity Partners
57 people are tracked at Cerity Partners (13 in leadership, 30 in board & advisors, 14 in team).
| Name | Role | Group |
|---|---|---|
Tony Salewski | Managing Partner | Leadership |
Michael Waller | Vice President | Leadership |
Eli Weiss | Managing Partner | Leadership |
Carson Ewanich | Vice President, Investor Solutions | Leadership |
Matt McCabe | Vice President | Leadership |
Rob Rutledge | Managing Partner | Leadership |
Melissa Dickerson | CFO & Managing Director, Operations | Leadership |
Katie Solomon | Managing Director, Talent Management | Leadership |
Ryan Clark | President & Managing Partner | Leadership |
Ben Marshall | Managing Director | Leadership |
Terry McKenna | Vice President | Leadership |
Paul Clark | Operating Partner | Leadership |
Sid Ramakrishnan | Director | Leadership |
Mitch Vernick | Advisor | Board & advisors |
Tony Reisz | Advisor | Board & advisors |
Dennis Chookaszian | Advisor | Board & advisors |
Alan Fortier | Advisor | Board & advisors |
Charles Goldman | Advisor | Board & advisors |
Ed Purvis | Advisor | Board & advisors |
Jeff Greene | Advisor | Board & advisors |
37 more people are available in the full profile.
Complete people profiles for Cerity Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of investment management services | cookwealth.com | Raleigh, United States | 2008 | Apr 2025 | •••• | |
Firm providing accounting, auditing, real estate planning, and financial advisory services | fbco.com | Marina Del Rey, United States | 1980 | Dec 2024 | •••• | |
Outsourced CIO services are provided to long-term investors by Agility. | agilitycio.com | – | 2017 | Apr 2024 | •••• | |
Investment management and financial planning services are provided to clients. | luminafi.com | Mill Valley, United States | 2012 | Jul 2023 | •••• | |
Provider of wealth & investment management services | jmkadvisors.com | Lafayette, United States | 2006 | May 2023 | •••• | |
Financial advisory services are offered by FJY Financial. | fjyfinancial.com | Reston, United States | 2006 | Jun 2022 | •••• | |
Financial advisory services are provided to international clients. | bainco.com | Boston, United States | 1987 | Feb 2021 | •••• | |
Diversified investment management services are provided to various clients. | algonquinadvisors.com | Greenwich, United States | 1998 | Dec 2020 | •••• | |
Wealth management firm | worldviewwealth.com | San Francisco, United States | 2005 | Nov 2020 | •••• | |
Investment management, financial planning, and advisory services are provided. | sullivanserwitz.com | Los Altos, United States | 1998 | Jan 2020 | •••• |
Complete acquisition details for Cerity Partners
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Cerity Partners
14 dated milestones of Cerity Partners across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Cerity Partners is founded.
- Exit Acquired by Lightyear Capital.
- Acquisition Acquires Sullivan & Serwitz.
- Acquisition Acquires Worldview Wealth Advisors.
- Acquisition Acquires Algonquin Advisors.
- Acquisition Acquires Bainco International Investors.
- Acquisition Acquires FJY Financial.
- Exit Acquired by Genstar Capital.
- Acquisition Acquires Jurika, Mills & Keifer.
- Acquisition Acquires Lumina Financial Consultants.
- Acquisition Acquires Agility | Cerity Partners.
- Acquisition Acquires Fishman Block Diamond.
- Acquisition Acquires Cook Wealth.
- Funding First funding round.
Competitors of Cerity Partners
Cerity Partners has 10 listed competitors in our database, 5 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Cerity Partners
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Cerity Partners
The website of Cerity Partners (ceritypartners.com) receives about 88.3K visits a month and ranks #394,841 among all websites worldwide, #4,070 in Investing.
- Monthly visits88.3K
▲ 7.3% vs previous month
- Unique visitors40K
per month
- Global rank#394,841
among all websites
- Category rank#4,070
Finance · Investing
- Bounce rate52%
- Pages per visit2.9
- Average visit4 min 00 sec
- DevicesDesktop 56% · Mobile 44%
Websites whose visitors overlap most with Cerity Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| indyfin.com | 100% | 32.9K | #998,077 | View details | |
| corient.com | 100% | 101.7K | #324,866 | View details | |
| creativeplanning.com | 96% | 262.4K | #241,055 | View details | |
| eatonvance.com | 91% | 49.6K | #983,639 | View details | |
bairdwealth.com | bairdwealth.com | 91% | – | #465,749 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Cerity Partners
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Cerity Partners
Complete news archive for Cerity Partners
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Cerity Partners (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Cerity Partners
Cerity Partners was founded in 2011 and raised its 1st funding round 15 years after it was founded.
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 3 investors. Key investors include Lightyear Capital, Genstar Capital, and Warburg Pincus.
Yes. Cerity Partners was acquired by Genstar Capital in June 2022.