On October 8, 2024, Cerity Partners announced that it will merge with SBC Wealth Management.
Cerity Partners (“Cerity”) announced, on October 8, 2024, that it will merge with SBC Wealth Management (“SBC”). SBC 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.
SBC, based in Indianapolis, Indiana, is a wealth management firm serving high-net-worth individuals and businesses. SBC has $1 billion in assets under management.
To read the press release: please click here.