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Cerity Partners

New York City, New York, United Statesceritypartners.com ↗

Ownership: Private
Development stage: Other

Overview

Cerity Partners is a leading independent wealth management and financial advisory firm serving high-net-worth individuals, families, businesses, executives, and nonprofit organizations across the United States. The company offers comprehensive services including investment management, tax planning/preparation, estate planning, retirement plan consulting/advisory services, executive counseling and more. Its venture capital division operates strategic VC funds for large organizations—including in healthcare—but does not itself develop therapeutics or medical technologies.

Industry: Investors

Partnerships

Operates ~20 strategic corporate VC funds with large organizations including those in healthcare/pharma/medtech sectors.

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