Cerity Partners
Company · InvestorNew York, United States· Asset & Wealth Management
US wealth management firm.
Minutes holds 1 development and 2 deals naming Cerity Partners, recorded from September 2026.
Intelligence
Deals in Minutes
| Company | Deal | Amount | Counterparties | Date ↓ | Status |
|---|---|---|---|---|---|
| RelaySoftware | Funding | $36M | Led by International PaperWith Cerity Partners, Harmonic Growth Partners +1 | 30 Sep | Closed |
| Contant-Leit and Wacht GroupsAsset & Wealth Management | Acquisition | Not recorded | Acquired by Cerity PartnersSold by Shufro Rose & Co. | 22 Sep | Announced |
- Contant-Leit and Wacht GroupsNot recordedAsset & Wealth Management · 22 Sep · Announced