Insights

Recent Expansions Cerity Partners has recently expanded its offices to Alpharetta, Georgia, showcasing growth potential and an opportunity to target clients in new geographical areas.

Investment Portfolio Diversification The company has been actively investing in various assets such as Vermilion Energy Inc., Golden Ocean Group, Monarch Casino & Resort, and Global X Uranium ETF, indicating a diverse investment portfolio that could be leveraged for cross-selling financial services.

Merger with Cook Wealth Cerity Partners merged with Cook Wealth, presenting a potential avenue to tap into Cook Wealth's client base and cross-sell additional financial products and services to enhance revenue streams.

Tech Stack Integration Utilizing a tech stack including Sage Intacct, Salesforce, and SAP Concur signifies a focus on digital transformation and efficiency, presenting an opportunity to offer tech-driven financial solutions to tech-savvy clients.

Serving High-Net-Worth Individuals With a focus on serving high-net-worth individuals, businesses, and non-profit organizations, there is an opportunity to tailor premium financial services and wealth management solutions to affluent clients, potentially increasing revenue through tailored offerings.

Cerity Partners Tech Stack

Cerity Partners uses 8 technology products and services including Sage Intacct, Salesforce, MySQL, and more. Explore Cerity Partners's tech stack below.

  • Sage Intacct
    Accounting
  • Salesforce
    Customer Relationship Management
  • MySQL
    Database
  • Google Font API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • SAP Concur
    Travel And Expense 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 335 Madison Ave New York, NY 10017 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 May 2025, 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 May 2025, Cerity Partners has approximately 1.2K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Solutions Officer: T. C.Chief Technology Officer: S. L.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 Sage IntacctSalesforceMySQLGoogle Font APIFont AwesomejQuery MigrateSAP ConcurNginx.

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
335 Madison Ave New York, NY 10017 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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