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Cerity Partners expands again through merger with VC firm


Cerity Partners expands again through merger with VC firm

Touchdown will operate as Cerity Partners Ventures and enable Cerity to expand its offering to include 'venture capital as a service' and ...

Cerity Partners Welcomes Touchdown Ventures

NEW YORK, September 19, 2024 – Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging ...

Cerity Partners Merges With VC Firm Touchdown - FA Mag

Cerity Partners, a New York City-based independent wealth management firm, today announced that it is merging with Touchdown Ventures.

Cerity Partners Welcomes Touchdown Ventures - PR Newswire

PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with Touchdown ...

Cerity Partners to Merge With Venture Capital Advisory Shop

The merger with Touchdown Ventures will expand the firm's offering ... into the firm alongside Cerity Partners' broader service offerings.

Cerity Partners Welcomes Touchdown Ventures - Lightyear Capital

19, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with ...

Cerity Partners is merging with Touchdown Ventures. The ... - LinkedIn

Cerity Partners is merging with Touchdown Ventures. The addition of Touchdown Ventures will expand Cerity Partners' offering to corporations ...

Cerity Partners continues merger tear with SBC Wealth Management

The national wealth firm's latest deal adds $1B in assets while extending its reach to affluent clients in Indiana. ... Cerity Partners is ...

Touchdown Ventures merges with wealth manager Cerity Partners -

The acquisition was for an undisclosed amount. Founded in 2014, Touchdown Ventures manages corporate venture capital for more than 12 ...

David Horowitz's Post - Cerity Partners - LinkedIn

We are excited to announce that Touchdown Ventures is merging with Cerity Partners, a $100B wealth management and financial services firm.

Cerity Partners merges in corporate venture advisor - Citywire

The New York City-based mega-RIA said Thursday that it will merge with Touchdown Ventures, a company that advises on corporate venture capital programs.

Cerity Partners Acquires $1B AUM Indianapolis Wealth Manager

Earlier this month the RIA, founded in 2009, announced its acquisition of Janiczek Wealth Management, a Denver firm specializing in high- and ...

Cerity Partners acquires $1.1bn Denver RIA - Citywire

The New York City-based firm has agreed to merge in Janiczek Wealth Management, a Denver-area RIA with 10 employees and roughly $1.1bn in assets under ...

Cerity Partners Welcomes AJ Wealth

Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with New York City-based AJ Wealth, a ...

Cerity Partners Welcomes Janiczek Wealth Management

PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with Janiczek ...

Cerity Partners Merges With Touchdown Ventures - VCWire

The addition of Touchdown Ventures will expand Cerity Partners' offering to corporations and businesses, and deepen the firm's VC capabilities ...

Cerity Partners merges with Touchdown Ventures to deepen VC ...

Cerity Partners, an independent wealth management firm, is merging with Touchdown Ventures (Touchdown).

Lumina Completes Merger with Cerity Partners | Results

The firm will operate under the Cerity Partners name, and the partnership will allow the firm to expand its service offerings in the San Francisco Bay Area and ...

Cerity Partners Adds $2.4 Billion RIA Catering to Ultrawealthy Clients

AJ Wealth provides family-office services, including sophisticated tax and estate planning, and reported nearly $2.4 billion in assets under management.

Lowenstein Sandler Supports Strategic Expansion of Nationally ...

Founded in 2009, Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. From 15 markets ...