Cerity Partners
Curated by SignalFinancial advisory firm offering personalized solutions for complex financial needs.
Overview
Cerity Partners is a firm that offers financial planning and advisory services for individuals, families, and businesses. Their services include estate and gift planning, insurance and risk management, tax preparation, and retirement plan guidance. The firm utilizes tools such as predictive analytics and customizable financial planning software to assist in client management and investment strategies. Cerity Partners primarily targets high-net-worth individuals and business owners who are looking for tailored financial solutions. The firm focuses on providing objective advice and actionable strategies to help clients manage their wealth across generations.
Key facts
- Founded
- 2011
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 12 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
238 rolesReceptionist/Tax Administrative Associate
Raleigh, NC · On-site · Volunteer
Compliance Associate
Louisville, KY · On-site · Volunteer
Business Development Officer
New York, NY · On-site · Volunteer
