About Cook Wealth
Cook Wealth is a Financial Services company based in Raleigh (United States) founded in 2008, and was acquired by Cerity Partners in April 2025. It operates as a provider of investment management services. Cook Wealth offers products and services including Wealth Management, Investment Solutions, and Estate Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Cerity Partners LLC. 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
Cook Wealth was founded in 2008 and is headquartered in Raleigh, United States. As a wealth management firm, financial advising, tax advising, and investment management services are offered to professionals and business owners. Operations center on handling clients financial affairs within the investment sector, with a focus on practical money management solutions in the local geography.
- Headquarters Raleigh, United States
- SectorsFinancial Services
- Website cookwealth.com
- Social LinkedIn
- Acquired by Cerity Partners (Apr 2025)
- Legal Name Cerity Partners Llc
- Investors
- Acquired byCerity Partners
(Apr 2025)
Products & Services of Cook Wealth
Cook Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, and Estate Planning.
Offers personalized financial planning and investment advice
Provides strategies for portfolio management and risk assessment
Assists with gift, estate, and tax planning services
Investors in Cook Wealth
Cook Wealth has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and planning services are provided online. | 2011 | ceritypartners.com | New York, United States |
Investor details for Cook Wealth
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People of Cook Wealth
6 people are tracked at Cook Wealth (2 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Sophie Howell | Chief Operating Officer | Leadership |
Jason Deshayes | Chief Executive Officer / Visionary | Leadership |
Brian Cook | Executive Chairman | Team |
Jake Rudy | Financial Planner | Team |
Kim C. | Wealth Advisor | Team |
Michael Holloway | Senior Wealth Advisor | Team |
Complete people profiles for Cook Wealth
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Timeline of Cook Wealth
2 dated milestones of Cook Wealth across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Cook Wealth is founded.
- Exit Acquired by Cerity Partners.
Competitors of Cook Wealth
Cook Wealth 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 Cook Wealth
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Top companies in Asset Management
10 companies that operate in the same segment as Cook Wealth (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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Related news about Cook Wealth
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Frequently Asked Questions about Cook Wealth
Cook Wealth was founded in 2008.
Cook Wealth is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
Cook Wealth was founded in 2008 and is headquartered in Raleigh, United States. As a wealth management firm, financial advising, tax advising, and investment management services are offered to professionals and business owners. Operations center on handling clients financial affairs within the investment sector, with a focus on practical money management solutions in the local geography.
Cook Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
Cook Wealth offers Wealth Management, Investment Solutions, and Estate Planning.
Cook Wealth has 1 investor. Key investors include Cerity Partners.
Cook Wealth operates through Cerity Partners Llc.
Yes. Cook Wealth was acquired by Cerity Partners in April 2025.