IM Deals Blog

Cerity to Merge with Janiczek Wealth Management

Written by admin | Oct 24, 2024

On October 3, 2024, Cerity Partners announced that it will merge with Janiczek Wealth Management.

Cerity Partners (“Cerity”) announced, on September 19, 2024, that it will merge with Janiczek Wealth Management (“Janiczek”). The combined firm will operate under the Cerity Partners name. Further terms of the transaction were not disclosed.

Cerity, based in New York City, is an independent wealth management firm serving high-net-worth individuals and families, as well as businesses and nonprofit organizations. As of September 2024, Cerity had $100 billion in assets under advisement.

Janiczek, based in Denver, Colorado, is a financial advisory firm serving high and ultra-high-net-worth individuals and families. As of April 2024, Janiczek had $1.2 billion in assets under management.

To read the press release: please click here.