Deals & People February 11th, 2026 Cerity Partners to Merge with Verus to Expand Investment Capabilities The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.
Deals & People January 6th, 2026 Cerity Partners Merges With Austin Private Wealth The registered investment adviser, based in Austin, Texas, will operate under Cerity’s name.
Deals & People April 17th, 2024 Product Partnerships – 4/17/24 Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...