Cerity Partners offers objective, independent, comprehensive financial management for individuals, businesses and nonprofit organizations.
Location: United States, New York
Employees: 201-500
Founded date: 2009
Investors 3
| Date | Name | Website |
| - | Lightyear ... | lycap.com |
| - | Audax Priv... | audaxpriva... |
| 03.08.2022 | Genstar Ca... | gencap.com |
Mentions in press and media 9
| Date | Title | Description |
| 12.09.2024 | The Growing Landscape of Wealth Management and Financial Security | In the bustling world of finance, change is the only constant. Recent developments highlight this truth. Cerity Partners has made a bold move by appointing Todd Cassler as its first Chief Growth Officer. This strategic decision signals a co... |
| 09.09.2024 | Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer | Cerity Partners expands its leadership team with the addition of Todd Cassler to drive the firm's organic growth strategy NEW YORK, Sept. 9, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., ann... |
| 08.04.2024 | Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability | The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices. Cerity Partners will manage approximately... |
| 14.06.2022 | As Celsius freezes assets, a big Canadian pension plan that backed the network is on the hook | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Let’s talk about insolvency. Paid Content How Northrop Grumman uses ESG as an engine of innovatio... |
| 13.06.2022 | Cerity Partners Welcomes a Recapitalization Led by Genstar Capital | NEW YORK, NY, June 13, 2022—Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading private equity firm headquartered in San Francisco. Lighty... |
| 02.02.2021 | Cerity Partners Adds Bainco International Investors | |
| 14.01.2020 | Cerity Partners Announces Merger with $3 Billion AUM Wealth Management Firm, EMM Wealth | Chicago, January 14, 2020 â /PRNewswire/ -- , one of the nation's leading independent financial advisory firms, announced today that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners n... |
| 02.04.2019 | Cerity Partners Announces Merger with $11 Billion Blue Prairie Group | CHICAGO â April 2, 2019 -- , one of the nationâs leading independent wealth management and investment advisory firms, announced today that it will merge with Blue Prairie Group, a prominent retirement and investment consulting firm. Wi... |
| 05.02.2019 | Cerity Partners Announces Merger with $500 Million Wealth Management Firm, Karsten Advisors | CHICAGO – May 2, 2019 -- , one of the nation’s leading independent wealth management and investment consulting firms, announced today it has merged with Fort Worth-based wealth management firm Karsten Advisors. This is the second merger fo... |