32 Followers on Owler

Cerity Partners

is a New York-based financial firm that provides services such as estate planning, investment and wealth management for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & Insights

Cerity Partners

is a New York-based financial firm that provides services such as estate planning, investment and wealth management for individuals and businesses... Read more
Cerity Partners President & CEO: Kurt Miscinski

President & CEO

Kurt Miscinski

CEO Approval Rating

90/100

2009

PrivateMerged with Cook Wealth, LLC

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$25-100M
Agree?
Est. Employees
250-500
Agree?
Acquisitions
5
Investments
1

News

investment
Feb 02, 2025
https://www.sec.gov/Archives/edgar/data/1363045/000136304525000002/xslFormDX01/primary_doc.xml
Cerity Partners, LLC has invested $3M in Tego, Inc.
Acquisition
Dec 18, 2024
Citybizlist
Cerity Partners acquired Fishman, Block & Diamond Llp for undisclosed amount

Cerity Partners Competitors

1FAM
2CapWealth Advisors
3TMG
4Edelman Financial Services
5C2b Suite
6Financial Foundations, Inc.
7BenefitWorks
8SageView
9True Link
10M. Griffith
Unlock 17 + competitors

Trending Companies