Cerity Partners

Overview

Cerity Partners is a nationally recognized wealth management firm that provides a full suite of financial services to high-net-worth individuals, families, businesses, and nonprofit organizations across the United States. Their offerings include investment management, financial planning, estate and tax planning, retirement plan advisory, and personal financial administration. The firm operates under a fee-only structure, ensuring objective and transparent advice tailored to each client's unique needs. The firm's investment approach is comprehensive, encompassing a wide range of asset classes such as private equity, venture capital, real estate, fixed income, hedge funds, commodities, crypto, ESG and impact investing, infrastructure, distressed and special situations, and collectibles & art. They engage in investments across various stages, including seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed opportunities. Their geographical focus is primarily within the United States, serving clients nationwide. Cerity Partners has a strong track record of growth and expansion, having merged with several firms to enhance its capabilities and market presence. Notably, in 2025, they announced a merger with Graypoint, an Albany, NY-based financial advisory firm, to deepen their offering in the New York Capital Region. In 2022, they expanded their Texas presence through a merger with Investec Wealth Strategies, a Houston-based firm. These strategic mergers have enabled Cerity Partners to broaden its service offerings and strengthen its position in key markets.

Investment Focus

• High-net-worth individuals
• Families
• Businesses
• Nonprofit organizations

Portfolio Companies