Insights

Expanding Client Base Cerity Partners' recent mergers and acquisitions, including the integration of firms like Verus Investments, Austin Private Wealth, and SOL Capital Management, indicate a strategy of rapid geographic and market segment expansion, presenting opportunities to offer new tailored financial solutions and advisory services to their growing client portfolio.

High Net-Worth Focus With a target clientele of high-net-worth individuals, families, and institutional clients managing assets in the trillions, there is a significant opportunity to introduce specialized investment products, estate planning, and tax optimization services tailored to their complex financial needs.

Technology Adoption Cerity’s integration of advanced tech tools like CrowdStrike, Microsoft Intune, and JSON-LD suggests a focus on cybersecurity and data management; offering enhanced cybersecurity solutions, compliance tools, or client reporting platforms could align well with their digital infrastructure investments.

Strategic Partnerships Partnership with Nasdaq Private Market to facilitate liquidity solutions shows an openness to innovative financial services; collaborating on private equity liquidity, secondary market access, or asset optimization services could be highly attractive to their clients seeking alternative investments.

Market Leadership As a leading independent wealth management firm managing substantial assets, Cerity Partners presents an opportunity to deliver advanced portfolio analytics, ESG investment strategies, or fiduciary compliance tools aimed at maintaining their competitive edge and catering to their sophisticated client base.

Cerity Partners Tech Stack

Cerity Partners uses 8 technology products and services including SurePrep, SQL, Figma, and more. Explore Cerity Partners's tech stack below.

  • SurePrep
    Accounting
  • SQL
    Database
  • Figma
    Design
  • CrowdStrike
    Endpoint Protection
  • Microsoft Intune
    Enterprise Mobility Management
  • JSON-LD
    Javascript Frameworks
  • USPS
    Transportation And Fleet Management
  • Nginx
    Web Servers

Media & News

Cerity Partners's Email Address Formats

Cerity Partners uses at least 1 format(s):
Cerity Partners Email FormatsExamplePercentage
FLast@ceritypartners.comJDoe@ceritypartners.com
90%
First.Last@ceritypartners.comJohn.Doe@ceritypartners.com
9%
Last@ceritypartners.comDoe@ceritypartners.com
1%

Frequently Asked Questions

Where is Cerity Partners's headquarters located?

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Cerity Partners's main headquarters is located at 99 Park Avenue New York, New York 10022 United States. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is Cerity Partners's phone number?

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You can contact Cerity Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cerity Partners's stock symbol?

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Cerity Partners is a publicly traded company; the company's stock symbol is N/A.

What is Cerity Partners's official website and social media links?

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Cerity Partners's official website is ceritypartners.com and has social profiles on LinkedInCrunchbase.

What is Cerity Partners's NAICS code?

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Cerity Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Cerity Partners have currently?

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As of February 2026, Cerity Partners has approximately 1.4K employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer: S. L.Chief Legal And Compliance Officer: R. S.Chief Operating Officer: R. J.. Explore Cerity Partners's employee directory with LeadIQ.

What industry does Cerity Partners belong to?

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Cerity Partners operates in the Financial Services industry.

What technology does Cerity Partners use?

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Cerity Partners's tech stack includes SurePrepSQLFigmaCrowdStrikeMicrosoft IntuneJSON-LDUSPSNginx.

What is Cerity Partners's email format?

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Cerity Partners's email format typically follows the pattern of FLast@ceritypartners.com. Find more Cerity Partners email formats with LeadIQ.

Cerity Partners

Financial ServicesNew York, United States1001-5000 Employees

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 and their employees, and nonprofit organizations. 

Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. 

This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. 

https://ceritypartners.com/award-disclosures

Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Section iconCompany Overview

Headquarters
99 Park Avenue New York, New York 10022 United States
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Cerity Partners's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Cerity Partners's revenue is estimated to be in the range of $1B$10B

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