New York, NY · Founded 2009 · Privately Held (backing)
Provider of investment and wealth management services to high-net-worth individuals, businesses, and nonprofit organizations. Cerity Partners is based in New York, NY and was founded in 2009. Its last reported valuation was $8.5 billion in Feb 2026. It has raised $1.9 billion.
Last reported valuation
$8.5B
Oct 2026
Priced at
—
Total raised
$1.9B
Last round
—
Cap table — not yet on record
Cerity Partners's share-class structure hasn't surfaced in our sources yet. Cap tables are assembled from certificates of incorporation, round filings, and disclosures as they land.
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·Watch Cerity Partners: the Monday email on marks, rounds and moves
