Cerity Partners

Comprehensive Financial Management | Cerity Partners.

Launch date

2009

Employees

New York City New York (HQ)

http://ceritypartners.com

https://twitter.com/ceritypartners https://www.linkedin.com/company/cerity-partners/

Date	Investors	Amount	Round
-	Lightyear Capital	N/A	-
Feb 2021*	Audax Private Debt	N/A	Debt
Nov 2021*	Bingham, Osborn & Scarborough	N/A	Merger
Jan 2022*	Brouwer & Janachowski	N/A	Merger
Feb 2022*	Investec Wealth Strategies	N/A	Merger
Jul 2022*	Audax Private Debt	N/A	Debt
Total Funding		-

Tech stackLearn more about the technologies and tools that this company uses.

ARGI Financial Group

ACQUISITION by Cerity Partners Jan 2023

Algonquin Advisors

ACQUISITION by Cerity Partners Dec 2020

Worldview Wealth Advisors

ACQUISITION by Cerity Partners Dec 2020

Lumina Financial Consultants

ACQUISITION by Cerity Partners Jul 2023

Bingham, Osborn & Scarborough

Brouwer & Janachowski

Investec Wealth Strategies

Gamble Jones Investment Counsel

ACQUISITION by Cerity Partners Mar 2023

ACQUISITION by Cerity Partners Jul 2023

ACQUISITION by Cerity Partners Apr 2024