Insights

High-Net-Worth Advisory Cerity Partners specializes in delivering objective financial advice to high-net-worth individuals and families, presenting an opportunity to tailor sales strategies for this lucrative segment.

Comprehensive Financial Services With expertise extending beyond investments to legal, tax, and financial planning services, Cerity Partners offers a holistic approach that can be leveraged to provide comprehensive financial solutions to clients.

Recent Strategic Investments Noteworthy recent investments in companies like Marqeta, LivaNova PLC, and Kadant Inc. indicate capital capacity and potential partnership opportunities that align with Cerity Partner's investment strategy.

Expanding Investment Portfolio Cerity Partners continues to diversify its investment portfolio with acquisitions in various sectors, presenting potential avenues for collaboration and cross-selling opportunities.

Established Private Partnership Model The private partnership business model of Cerity Partners has attracted top financial advisors, indicating a strong reputation and potential for building strategic partnerships with like-minded professionals.

Cerity Partners Tech Stack

Cerity Partners uses 8 technology products and services including Bill.com, MySQL, Shopify, and more. Explore Cerity Partners's tech stack below.

  • Bill.com
    Accounting And Finance
  • MySQL
    Database
  • Shopify
    E-commerce
  • Google Font API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • FedEx
    Transportation And Fleet Management
  • WPMU DEV Smush
    Web Platform Extensions

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 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 November 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 November 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 Operating Officer: K. 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 Bill.comMySQLShopifyGoogle Font APIFont AwesomejQueryFedExWPMU DEV Smush.

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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