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Cerity Partners

Cerity Partners Revenue

Financial ServicesManhattan, New York, United States1001-2000 Employees

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Cerity Partners revenue & valuation

Annual revenue$40,000,000
Revenue per employee$32,000
Estimated valuation?$128,000,000
Total fundingNo funding

Company overview

Headquarters99 Park Ave, New York, NY 10022, US
Phone number+12122021810
Website
NAICS52
Keywords
Wellness Coaching, Financial Planning, Business Advisory Services, Investment Advisory, Estate Planning, Tax Planning And Preparation, Retirement Plan Consulting, Wealth Planning, Workplace Solutions, Family Office Services, Financial Wellness, Executive Financial Planning, Corporate Venture Capital, Ocio, Executive Financial Counseling
Employees1001-2000
Socials

Cerity Partners Email Formats

Cerity Partners uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@ceritypartners.com), used 87.5% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@ceritypartners.com
87.5%
{first initial}{last name}
jdoe@ceritypartners.com
8.4%
{first initial}{last name}
jdoe@hpmpartners.com
3.1%

About 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. https://ceritypartners.com/award-disclosures 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/.

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry
Partner
Senior

Employees by Department

Cerity Partners has 380 employees across 15 departments.

Departments

Number of employees

Funding Data

Explore Cerity Partners's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-08-2912N/A

Funding Insights

1

Number of funding rounds

Cerity Partners Tech Stack

Discover the technologies and tools that power Cerity Partners's digital infrastructure, from frameworks to analytics platforms.

HubSpot Cookie Policy Banner

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Cloudflare Bot Management

Security

lit-element

lit-element

JavaScript libraries

Hotjar

Hotjar

Analytics

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Cloudflare

Cloudflare

CDN

Algolia

Algolia

Search engines

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Google Ads

Google Ads

Advertising

Frequently asked questions

Cerity Partners is located in Manhattan, New York, US.
You can reach Cerity Partners at +12122021810.
Cerity Partners generates an estimated annual revenue of $40,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Cerity Partners has an estimated valuation of $128,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Cerity Partners has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cerity Partners

Stefan Ludlow

Chief Technology Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles

Cerity Partners Revenue, Funding & Valuation