About Sullivan & Serwitz
Sullivan & Serwitz is a Financial Services company based in Los Altos (United States) founded in 1998, and was acquired by Cerity Partners in January 2020. It operates as an investment management, financial planning, and advisory services are provided. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Sullivan Serwitz was established in 1998 and is headquartered in Los Altos, United States. Operations are centered in the financial services sector, where investment management, financial planning, and advisory services are delivered to clients. Focus is placed on comprehensive wealth strategies, portfolio oversight, and personalized guidance. The firm maintains a presence through its domain, sullivanserwitz.com, supporting regional and broader U.S. clientele in asset allocation and risk assessment.
- Headquarters Los Altos, United States
- Stage Acquired
- SectorsFinancial Services
- Website sullivanserwitz.com
- Acquired by Cerity Partners (Jan 2020)
- Investors
- Acquired byCerity Partners
(Jan 2020)
Investors in Sullivan & Serwitz
Sullivan & Serwitz 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 Sullivan Serwitz
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Timeline of Sullivan & Serwitz
2 dated milestones of Sullivan & Serwitz across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Sullivan & Serwitz is founded.
- Exit Acquired by Cerity Partners.
Competitors of Sullivan & Serwitz
Sullivan & Serwitz has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Sullivan Serwitz
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Top companies in Asset Management
10 companies that operate in the same segment as Sullivan & Serwitz (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
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 |
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Frequently Asked Questions about Sullivan & Serwitz
Sullivan & Serwitz was founded in 1998.
Sullivan & Serwitz is headquartered in Los Altos, United States. It is registered at Los Altos, California, United States.
Sullivan Serwitz was established in 1998 and is headquartered in Los Altos, United States. Operations are centered in the financial services sector, where investment management, financial planning, and advisory services are delivered to clients. Focus is placed on comprehensive wealth strategies, portfolio oversight, and personalized guidance. The firm maintains a presence through its domain, sullivanserwitz.com, supporting regional and broader U.S. clientele in asset allocation and risk assessment.
Sullivan & Serwitz's top competitors include Fidelity Investments, Investec and S&P Global.
Sullivan & Serwitz has 1 investor. Key investors include Cerity Partners.
Yes. Sullivan & Serwitz was acquired by Cerity Partners in January 2020.