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
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Frequently asked questions about Cerity Partners
What sectors does Cerity Partners invest in?
Cerity Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Virginia, United States. Cerity Partners is listed as a family office in the ConnectSafely investor database.
What stage does Cerity Partners invest at?
Cerity Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Cerity Partners invest in?
Cerity Partners invests across United States.
Who are the partners at Cerity Partners?
Team members listed for Cerity Partners include Charlotte McGibbon (Principal, Project Manager for Cerity Partners Family Office) and Katie Pfeifer (Head of Strategic Engagement - Ky Market).
What companies has Cerity Partners invested in?
Cerity Partners's portfolio includes Graypoint, Investec Wealth Strategies, Karsten Advisors, Ashfield Capital Partners and Permit Capital Advisors.
How do I contact Cerity Partners?
Cerity Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
