Cerity Partners Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Cerity Partners's estimated annual revenue is currently $206.2M per year.(i)
  • Cerity Partners's estimated revenue per employee is $182,000

Employee Data

  • Cerity Partners has 1133 Employees.(i)
  • Cerity Partners grew their employee count by 2% last year.

Cerity Partners's People

NameTitleEmail/Phone
1
Executive Assistant to PresidentReveal Email/Phone
2
Head Corporate Business DevelopmentReveal Email/Phone
3
Head Risk ManagementReveal Email/Phone
4
Head TraderReveal Email/Phone
5
Managing Director, Senior Client AdvisorReveal Email/Phone
6
Partner & Chief People OfficerReveal Email/Phone
7
Chief Operating OfficerReveal Email/Phone
8
Chief Technology OfficerReveal Email/Phone
9
Partner and Chief Client Officer at Cerity PartnersReveal Email/Phone
10
Director Operations and IntegrationReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20M1401%N/AN/A
#2
$0.2M30%N/AN/A
#3
$12.6M97-19%N/AN/A
#4
$39.4M282-2%$161.4MN/A
#5
$28.4M203-5%$57MN/A
#6
$34.8M249-11%$40MN/A
#7
$16M123-12%N/AN/A
#8
$17.8M137-14%$115.9MN/A
#9
$1.1M14-50%N/AN/A
#10
$12M92-11%$64MN/A
Add Company

What Is Cerity Partners?

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. 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/.

keywords:N/A

N/A

Total Funding

1133

Number of Employees

$206.2M

Revenue (est)

2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Cerity Partners News

2022-04-20 - Otis Worldwide Co. (NYSE:OTIS) Given Consensus Rating of ...

Cerity Partners LLC now owns 6,128 shares of the company's stock worth $473,000 after purchasing an additional 532 shares in the last quarter.

2022-04-17 - Lightyear Capital pursuing new investor in $45bn Cerity ...

Raymond James' Liz Nesvold is running the process. Private equity firm Lightyear Capital is pursuing a new investor in $45bn RIA Cerity Partners...

2022-03-30 - Cerity Partners with California Restaurant Association to ...

Cerity is a subsidiary of Employers Holdings, Inc. (NYSE: EIG). This preferential designation expands an existing collaboration with Employers...

2021-02-02 - Cerity Partners Adds Bainco International Investors

CHICAGO, Feb. 2, 2021 /PRNewswire/ -- Cerity Partners, one of the nation's leading independent financial advisory firms, announced today that Bainco International Investors (Bainco) has joined its growing firm. This addition expands Cerity Partners' presence to New England and brings $1.1 bill ...

2020-01-14 - Cerity Partners Announces Merger with $3 Billion AUM Wealth Management Firm, EMM Wealth

Chicago, January 14, 2020 – /PRNewswire/ -- , one of the nation's leading independent financial advisory firms, announced today that it has merged with New York-based wealth management firm EMM Wealth. With this merger, Cerity Partners now manages approximately $26 billion in assets. EMM Wea ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$211.4M113741%$424M
#2
$430.2M11384%N/A
#3
$1060M1139-10%$1.1B
#4
$971.4M1141-1%$394M
#5
$255.8M1142-12%N/A