Key facts
- Cerity Partners’s last known valuation is $8.5B (Feb 2026).
- 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).
- ·The complete investor list — 4 names
- ·Watchlist + deal alerts for Cerity Partners
- ·The full record, as it builds
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.
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)
Cerity Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cerity Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cerity Partners in its N-PORT filings yet. We sweep new filings monthly.