When was Cerity Partners founded?

Cerity Partners was founded in 2011 and raised its 1st funding round 15 years after it was founded.

Where is Cerity Partners located?

Cerity Partners is headquartered in New York City, United States.

How many employees does Cerity Partners have?

As of Sep 30, 2026, the latest employee count at Cerity Partners is 1678.

Is Cerity Partners a funded company?

Cerity Partners is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on 2026.

When was the latest funding round of Cerity Partners?

Cerity Partners' latest funding was a $***** Seed round on 2026, with participation from 1 investor.

Where does Cerity Partners rank among its competitors?

Cerity Partners ranks 239th amongst 12094 active competitors, of which 368 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Cerity Partners?

Cerity Partners' top competitors include Fidelity Investments, FIS and Investec. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Cerity Partners - 2026 Company Profile, Team, Funding & Competitors

Company Details

Online platform for investment, wealth planning, and insurance planning solutions. It offers wealth management services to executives, individuals, and families. It caters to HR professionals who want to validate compensation, benefit, and retirement plans, companies wanting to manage personal financial management, and mitigate fiduciary risk can all avail services from the platform.

Website: ceritypartners.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2011

Location

New York City, United States

Stage

Acquired

Latest Funding Round

Seed, 2026, $*****

Investors

Warburg Pincus

Ranked

239^th among 12094 active competitors

Employee Count

1,678 as on Sep 30, 2026

Investment & Acquisitions

Relay & 13 more

Similar Companies

Dezerv & 3543 more

Exit Details

Acquired by Genstar Capital (Jun 14, 2022)

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Cerity Partners got acquired by Genstar Capital on Jun 14, 2022.

Click here to take a look at Cerity Partners's acquisition in detail

Cerity Partners has raised funding over 1 round. Its latest funding round was a Seed round on 2026 for $*****. 1 investor participated in its latest round. Cerity Partners has 1 institutional investor.

Here is the list of recent funding rounds of Cerity Partners:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
2026	2430	Seed	1515	8881	5083	3652

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View details of Cerity Partners's funding rounds and investors

The founders of Cerity Partners is Cecilia Brunetti.

Here are the details of Cerity Partners' key team members:

Cecilia Brunetti: Co-Founder, Senior Consultant of Cerity Partners.

View details of Cerity Partners's Founder profiles and Board Members

Cerity Partners' employee count trend

Cerity Partners has 1,678 employees as of Sep 26. Here is Cerity Partners's employee count trend over the years:

Employee count trend for Cerity Partners

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Top competitors of Cerity Partners include Fidelity Investments, FIS and Investec. Here is the list of Top 10 competitors of Cerity Partners, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Public	Provider of software suite for banks and financial institutions	-	Venture Worx, Thomas H Lee Partners & 1 others	78/100
3rd	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	77/100
4th	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	76/100
5th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
6th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	74/100
8th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	73/100
9th	Apollo Global Management 1990, New York City (United States), Public	Provider of asset management services for credit and equity markets	-	-	72/100
10th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
239th	Cerity Partners 2011, New York City (United States), Acquired	Online platform for investment, wealth planning and insurance planning solutions	-	Warburg Pincus	47/100

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Cerity Partners has made 3 investments in companies including Relay and Nasdaq Private Market. Cerity Partners has also acquired 11 companies including Cook Wealth and Fishman Block Diamond.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Sep 30, 2026	Investments	Relay	2016	Raleigh (United States)
Jan 16, 2026	Investments	Nasdaq Private Market	2013	New York City (United States)
Jul 01, 2025	Investments	Syntis	2021	Boston (United States)