Cerity Partners
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Venture Capital, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Commodities, Crypto, ESG and Impact Investing, Infrastructure, Distressed and Special Situations, Collectibles & Art
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Industrial
- Financial Technology
- Healthcare Services
- Consumer Services
- Biotechnology
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2009
Cerity Partners is a nationally recognized wealth management firm that provides a full suite of financial services to high-net-worth individuals, families, businesses, and nonprofit organizations across the United States. Their offerings include investment management, financial planning, estate and tax planning, retirement plan advisory, and personal financial administration. The firm operates under a fee-only structure, ensuring objective and transparent advice tailored to each client's unique needs.
The firm's investment approach is comprehensive, encompassing a wide range of asset classes such as private equity, venture capital, real estate, fixed income, hedge funds, commodities, crypto, ESG and impact investing, infrastructure, distressed and special situations, and collectibles & art. They engage in investments across various stages, including seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. Their geographical focus is primarily within the United States, serving clients nationwide.
Cerity Partners has a strong track record of growth and expansion, having merged with several firms to enhance its capabilities and market presence. Notably, in 2025, they announced a merger with Graypoint, an Albany, NY-based financial advisory firm, to deepen their offering in the New York Capital Region. In 2022, they expanded their Texas presence through a merger with Investec Wealth Strategies, a Houston-based firm. These strategic mergers have enabled Cerity Partners to broaden its service offerings and strengthen its position in key markets.
Requirements
- High-net-worth individuals
- Families
- Businesses
- Nonprofit organizations
Contact
[Official Website Hidden]
[LinkedIn Profile Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Portfolio Companies
- Graypoint
- Investec Wealth Strategies
- Karsten Advisors
- Ashfield Capital Partners
- Permit Capital Advisors
Mentioned In
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$49.95
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$99.00
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$14.95
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$19.95
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$24.95
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$19.95
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$24.95
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$95.00
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