When was Cerity Partners founded?

Cerity Partners was founded in 2011.

Where is Cerity Partners located?

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

How many employees does Cerity Partners have?

As of Apr 30, 2026, the latest employee count at Cerity Partners is 1543.

Is Cerity Partners a funded company?

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

Where does Cerity Partners rank among its competitors?

Cerity Partners ranks 516th amongst 11407 active competitors, of which 345 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Owkin, which secured $33M in Mar, 2026.

Who are the top competitors of Cerity Partners?

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

Cerity Partners - 2026 Company Profile & Competitors

Cerity Partners is an acquired company based in New York City (United States), founded in 2011. It operates as an Online platform for investment, wealth planning and insurance planning solutions. The company has 11407 active competitors, including 345 funded and 1037 that have exited. Its top competitors include companies like FIS, Fidelity Investments and Goldman Sachs.

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
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Phone Number: +1 **********

Key Metrics

Founded Year

2011

Location

New York City, United States

Stage

Acquired

Ranked

516^th among 11407 active competitors

Employee Count

1,543 as on Apr 30, 2026

Investment & Acquisitions

Nasdaq Private Market & 12 more

Similar Companies

Nutmeg & 2957 more

Exit Details

Acquired by Genstar Capital (Jun 14, 2022)

View Cerity Partners' full profile

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 is a funded company.

Cerity Partners' employee count trend

Cerity Partners has 1,543 employees as of Apr 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 FIS, Fidelity Investments and Goldman Sachs. 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	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, New Enterprise Associates & 10 others	83/100
2nd	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 Holdings ... & 5 others	80/100
3rd	Goldman Sachs 1869, New York City (United States), Public	Provider of financial services including investment management and wealth management	-	Berkshire Hathaway, Bondeinvest.com & 1 others	78/100
4th	Investec 1974, London (United Kingdom), Acquired	Provider of corporate & investment banking and wealth management services	-	RBS International, Swedfund & 1 others	77/100
5th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Bain Capital Private Equity ... Read more	74/100
6th	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	74/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, Stroud Companies & 1 others	73/100
8th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	73/100
9th	Principal 1879, Des Moines (United States), Public	Provider of retirement, investment, and insurance products and services	-	Stone Point Capital	72/100
10th	Owkin 2016, Paris (France), Series B	Developer of agentic AI platform for biomedical research and drug development	$354M	F-Prime Capital, Eight Roads Ventures & 20 others	71/100
516th	Cerity Partners 2011, New York City (United States), Acquired	Online platform for investment, wealth planning and insurance planning solutions	-	-	46/100

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Cerity Partners has made 2 investments in companies including Nasdaq Private Market and Syntis. 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
Jan 16, 2026	Investments	Nasdaq Private Market	2013	New York City (United States)
Jul 01, 2025	Investments	Syntis	2021	Boston (United States)
Apr 03, 2025	Acquisition	Cook Wealth	2008	Raleigh (United States)