Insights

Strategic Acquisition Opportunities Cerity Partners recent acquisition of Graypoint LLC and significant asset investments indicate a strategic focus on expanding their client base and assets under management. Sales efforts can target complementary financial firms or asset managers looking to partner or be acquired.

High-Net-Worth Client Services Cerity caters to high-net-worth individuals, families, and nonprofits, suggesting a demand for sophisticated wealth management and personalized financial advisory solutions. This presents opportunities to cross-sell advanced financial planning tools and exclusive investment products.

Technology Integration Needs With a tech stack including Salesforce, Sage Intacct, and SAP Concur, Cerity demonstrates an emphasis on operational efficiency and client relationship management. Opportunities exist for offering advanced fintech solutions to enhance their integrated service platform.

Investment Strategy Expansion The company's recent asset investments in stocks, ETFs, and private firms reveal active portfolio management. Sales prospects include alternative investment platforms, analytics tools, or services that support diversified and global asset allocation.

Market Positioning and Growth Cerity’s reputation as a leading private partnership firm combined with its substantial revenue range indicates a stable financial position with growth potential. Business development efforts can focus on premium consulting and technology tailored for robust asset growth and operational scalability.

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
89%
First.Last@ceritypartners.comJohn.Doe@ceritypartners.com
10%
First.L@ceritypartners.comJohn.D@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 Ave, New York, NY 10022, US. 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 October 2025, Cerity Partners has approximately 1.3K employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer: S. L.Chief Solutions Officer: T. C.Chief Revenue Officer: A. H.. 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

Cerity Partners

Financial ServicesUnited 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 Ave, New York, NY 10022, US
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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