Cerity Partners key facts
as of Oct 2026- Provider of investment and wealth management services to high-net-worth individuals, businesses, and nonprofit organizations.
- Cerity Partners is valued at approximately $8.5B as of Oct 2026 (last reported valuation).
- It has raised $1.9B; the latest was Secondary Transaction - Private ($1.5B) in Feb 2026.
- Notable investors include Genstar Capital, Harvest Partners, W Capital Partners, Lightyear Capital.
- Status: Privately Held (backing).
Cerity Partners's last reported valuation, Feb 2026. Nothing priced has surfaced since.
- ·Watch Cerity Partners: the Monday email on marks, rounds and moves
Cerity Partners funding rounds
No funding rounds for Cerity Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Who backs Cerity Partners
4Cerity Partners valuation
Cerity Partners's last reported valuation was $8.5 billion in Feb 2026. No priced round, secondary trade or fund mark has surfaced since.
Cerity Partners investors
4 investors are on record for Cerity Partners, including Genstar Capital, Harvest Partners, W Capital Partners and Lightyear Capital.
About Cerity Partners
Provider of investment and wealth management services to high-net-worth individuals, businesses, and nonprofit organizations. The company offers financial planning, risk management, gift planning, wealth accumulation, and defined benefit plans advisory, enabling clients to receive customized financial advice after a comprehensive review of existing investments and the development and implementation of an investment plan.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 2009
- Employees
- 1,500
- Website
- ceritypartners.com/
- Ownership
- Privately Held (backing)
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