CERITY PARTNERS
Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
CERITY PARTNERS
Industry:
Banking Finance Financial Services
Founded:
2009-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.ceritypartners.com
Total Employee:
51+
Status:
Active
Contact:
(212) 850-4260
Total Funding:
0
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2020-12-15 | Worldview Wealth Advisors | Worldview Wealth Advisors acquired by Cerity Partners | N/A |
| 2020-12-15 | Algonquin Advisors LLC | Algonquin Advisors LLC acquired by Cerity Partners | N/A |
Investors List
Audax Private Debt
Audax Private Debt investment in Debt Financing - Cerity Partners
Official Site Inspections
http://www.ceritypartners.com Semrush global rank: 1.64 M Semrush visits lastest month: 15.19 K
- Host name: 141.193.213.20
- IP address: 141.193.213.20
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Cerity Partners" on Search Engine
Meet Our Team | Cerity Partners
The collective experience and knowledge of more than 900 colleagues in over 35 offices across every wealth management discipline position Cerity Partners to deliver on our …See details»
Cerity Partners | LinkedIn
About us. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses...See details»
Merger of Cerity Partners and Bingham, Osborn & Scarborough
Nov 23, 2021, 16:28 ET. Share this article. SAN FRANCISCO, Nov. 23, 2021 /PRNewswire/ -- Cerity Partners, one of the nation's premier independent wealth management firms, …See details»
Cerity Partners - Crunchbase Company Profile & Funding
Company Type For Profit. Phone Number (212) 850-4260. Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, …See details»
Cerity Partners Announces Combination with Agility to Offer …
Apr 08, 2024, 10:00 ET. Share this article. The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non …See details»
Cerity Partners Review 2024 - investor.com
March 14, 2024. Cerity Partners, registered in 2009, serves 53 state (s) with a licensed staff of 397 advisors. Cerity Partners manages $80.6 billion and provides investment …See details»
Cerity Partners - Contacts, Employees, Board Members, Advisors …
Organization. Cerity Partners. Connect to CRM. SummaryFinancialsPeopleTechnologySignals & NewsSimilar Companies. Highlights. …See details»
Cerity Partners Company Profile - Office Locations, Competitors …
Cerity Partners is a financial services company specializing in banking, finance, and personal loans. It serves individuals, families, businesses, and non-profit organizations …See details»
Cerity Partners - Funding, Financials, Valuation & Investors
Jul 29, 2022 Highlights. Funding Rounds 2. Lead Investors 1. Investors 1. Funding. Cerity Partners has raised 2 rounds. Their latest funding was raised on Jul 29, 2022 from a …See details»
Cerity Partners Announces Combination with Agility to Offer …
NEW YORK, April 8, 2024 – Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a …See details»
Cerity Partners Review - ComparisonAdviser
3 days ago Cerity Partners is a registered investment advisor ( RIA) based in New York City, with additional locations in 14 other states. It offers a range of wealth management …See details»
Cerity Partners Merging With Agility - SWFI - Sovereign Wealth …
Posted on 04/09/2024. Established in 2009, Cerity Partners is a wealth management firm in the U.S. It announced that it is combining with Denver’s Agility, a provider of …See details»
Cerity Partners Announces Combination with Agility to Offer …
Apr 8, 2024 Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a provider of outsourced …See details»
Nonprofit Investment Consulting | Cerity Partners
Cerity Partners’ disciplined investment consulting for nonprofits helps them grow & preserve their endowments & fulfill their missions. Learn more.See details»
Financial Planners in Virginia | PlannerSearch
Partner. Specialties: Comprehensive Financial Planning, 401 (k)/403 (b)/IRAs, Buying a Home, Career Change, Asset... More. Financial Advisor serving Virginia and the …See details»
Financial Planners in Reston, Virginia | PlannerSearch
Cerity Partners. 1900 Campus Commons Dr, Ste 500 Reston, VA 20191 + 1 More Address. Cerity Partners 3100 North A St Midland, TX 79705. CONNECT WITH Laurie.See details»
Home | PPL First
Self-directed care will change your world. Long-term care is stressful. Really stressful. Loss of independence, worries about quality of care, financial pressure, limited personal …See details»
Trust Services | Cerity Partners
Trust Services | Cerity Partners. Protect what you have worked for, and ensure your intentions are fulfilled with the objective support of a team of financial professionals who …See details»
Therapy Animals With Pet Partners
Pet Therapy Program - Volunteer with Your Pet. There’s something special about your animal, and you want to share their love with the people in your community who need it …See details»
Chicago Office | Cerity Partners
Your Introduction to an Expert Financial Partner Awaits Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule your …See details»