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Cerity Partners

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Kurt Miscinski's photo - President & CEO of Cerity Partners

President & CEO

Kurt Miscinski

CEO Approval Rating

- -/100

Founded:

2009

Status:

PrivateIndependent Company

Est. Annual Revenue
$40M
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Est. Employees
<10
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Sector

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Cerity Partners Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Worldview Wealth Advisors

Dec 2020

Source »
$140M
Worldview Wealth Advisors is a San Francisco-based wealth management firm that offers financial planning services to individuals and institutions.
Algonquin Advisors, LLC

Dec 2020

Source »
$232M
Algonquin Advisors is a Connecticut-based consulting firm that offers wealth management and financial planning services to individuals and institutions.
Blue Prairie Group, LLC

Apr 2019

Source »
undisclosed
Blue Prairie Group is a retirement and investment consulting firm that provides financial consulting and wealth management solutions for individuals.

These are all the companies that Cerity Partners has acquired. Cerity Partners has acquired 3 companies and its latest acquisition was Worldview Wealth Advisors in Dec 2020. Worldview Wealth Advisors is a San Francisco-based wealth management firm that offers financial planning services to individuals and institutions.

Cerity Partners Funding History

No recent funding data found related to Cerity Partners

Cerity Partners Investments

No recent investments found related to Cerity Partners

Cerity Partners News

December 15, 2020InvestmentNews

Cerity acquires two RIAs managing $372 million

Cerity Partners, a Chicago-based registered investment advisory firm managing $27 billion, has acquir... See more »
November 28, 2020ChinaPulse

Cerity Partners LLC Makes New Investment in Invesco China Technology ETF (NYSEARCA:CQQQ)

Cerity Partners LLC Makes New Investment in Invesco China Technology ETF (NYSEARCA:CQQQ) Posted by An... See more »
May 2, 2019Wealth Adviser

Cerity Partners merges with Karsten Advisors

Wealth management and investment consulting firm Cerity Partners has merged with Fort Worth-based wea... See more »
April 3, 2019thediwire

Cerity Partners Acquisition to Create $21 Billion RIA

Cerity Partners, an independent wealth management and investment advisory firm, plans to merge with B... See more »
April 2, 2019Wealth Adviser

Cerity Partners to merge with USD11bn Blue Prairie Group

Cerity Partners, an independent wealth management and investment advisory firm, is to merge with Blue... See more »

Cerity Partners Press Releases

Social Media

Cerity Partners Headquarters

39533 Woodward Avenue

Bloomfield Hills, Michigan48304

248-205-4280

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Cerity Partners Summary

ABOUT

Overview

Cerity Partners provides financial services to individuals, businesses and nonprofit organizations. Cerity Partners was founded in 2009. Cerity Partners' headquarters is located in Bloomfield Hills, Michigan, USA 48304. ...

Frequently Asked Questions about Cerity Partners

  1. When was Cerity Partners founded?

    Cerity Partners was founded in 2009
  2. Who is Cerity Partners's CEO?

    Cerity Partners's CEO is Kurt Miscinski
  3. How much revenue does Cerity Partners generate?

    Cerity Partners generates $40M in revenue
  1. How much funding does Cerity Partners have?

    Cerity Partners has historically raised $0 in funding
  2. Where is Cerity Partners's headquarters?

    Cerity Partners's headquarters is in Bloomfield Hills Michigan, USA
  3. How many employees does Cerity Partners have?

    Cerity Partners has 0 employees