On September 5, 2025, Cerity Partners announced its planned acquisition of Graypoint.
Cerity Partners LLC (“Cerity”) announced, on September 5, 2025, its planned acquisition of Graypoint. As part of the transaction, Graypoint will operate under the Cerity brand. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is a registered investment advisor serving high-net-worth individuals and families, as well as businesses and nonprofit organizations. As of March 2025, Cerity managed approximately $122.84 billion in client assets.
Graypoint, based in Albany, New York, is a registered investment advisor offering financial advisory and investment services. Graypoint manages $4.5 billion in client assets. Republic Capital Group is advising Graypoint in the transaction.
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