On March 1, 2022, Cerity Partners announced that it had merged with Daintree Advisors.
Under the terms of the transaction, Cerity Partners (“Cerity”) merged with Daintree Advisors (“Daintree”). The combined firm plans to use the Cerity Partners name and will have over $45 billion in client assets under advisement. Further terms were not disclosed.
Cerity, based in New York, is an independent wealth management firm serving high-net-worth individuals and families, as well as businesses and nonprofit organizations.
Daintree, based in Boston, is a wealth management firm providing services throughout the New England region. Echelon Partners advised Daintree on the deal.
To read the press release: please click here.