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
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. 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.
Offers integrated solutions for growing and protecting client wealth
Provides goal-oriented portfolio management and risk assessment
Delivers strategies for tax optimization and compliance
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Funding Insights of Cerity Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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. 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 |
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Private equity firm investing in financial services sector
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2017 | ||||
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Investment management and financial planning services are provided to clients.
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2012 | ||||
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Provider of investment management services
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2008 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Cerity Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cerity Partners Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cerity Partners
Frequently Asked Questions about Cerity Partners
When was Cerity Partners founded?
Cerity Partners was founded in 2011.
Where is Cerity Partners located?
Cerity Partners is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Cerity Partners do?
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.
Who are the top competitors of Cerity Partners?
Cerity Partners's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Cerity Partners offer?
Cerity Partners offers Wealth Management, Investment Solutions, and Tax Planning.
How many acquisitions has Cerity Partners made?
Cerity Partners has made 11 acquisitions, including Agility | Cerity Partners, Algonquin Advisors, and Bainco International Investors.
Who are Cerity Partners's investors?
Cerity Partners has 2 investors. Key investors include Lightyear Capital, and Genstar Capital.