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Insights

Recent Expansions Cerity Partners has recently expanded into key growth markets such as Chicago, San Francisco, Los Angeles, and Philadelphia through strategic partnerships and office openings. These expansions indicate potential opportunities for partnership and client acquisition in these regions.

Merger Activities By merging with firms like SBC Wealth Management and Janiczek Wealth Management, Cerity Partners has demonstrated a proactive approach to enhancing its service offerings and client base. Leveraging these mergers can lead to collaborative opportunities and cross-selling possibilities.

Tech Stack Cerity Partners utilizes a tech stack that includes platforms like QuickBooks, Shopify, React, and Google Tag Manager. Understanding their technology infrastructure can help identify integration opportunities or provide solutions that complement their existing systems.

Financial Health With a revenue ranging from $100 million to $1 billion, Cerity Partners showcases financial stability and growth potential. Exploring synergies with a financially robust company like Cerity Partners can lead to mutually beneficial opportunities.

Competitive Landscape In a competitive landscape that includes companies like Itiviti, Wealthfront, and eToro, Cerity Partners stands out with its unique approach to comprehensive financial advisory services. Leveraging this differentiation can be a key selling point in positioning solutions to clients within the high-net-worth segment.

Similar companies to Cerity Partners

Cerity Partners Tech Stack

Cerity Partners uses 8 technology products and services including QuickBooks, Shopify, Sage, and more. Explore Cerity Partners's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Shopify
    E-commerce
  • Sage
    Enterprise
  • React
    Javascript Frameworks
  • Backbone.js
    Javascript Frameworks
  • Flickity
    Javascript Libraries
  • Google Tag Manager
    Tag 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%
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 Ave New York, NY 10022 US. The company has employees across 6 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 LinkedIn.

How much revenue does Cerity Partners generate?

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As of September 2024, Cerity Partners's annual revenue reached $750M.

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 September 2024, Cerity Partners has approximately 1.1K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Technology Officer: S. L.Chief Revenue Officer: A. H.Chief Training And Quality Officer: A. W.. 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 QuickBooksShopifySageReactBackbone.jsFlickityGoogle Tag ManagerNginx.

What is Cerity Partners's email format?

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

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 Ave New York, NY 10022 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $100M$1B

    Cerity Partners's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Cerity Partners's revenue is in the range of $100M$1B

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