Cause IQ vendor profile

Cerity Partners


Cerity Partners is a firm that provides tax accounting, financial advisor, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Kentucky, New York, and Texas (although they are present in other states as well).

Most Cerity Partners clients are civic and social organizations, trade associations, and grantmaking foundations with revenues ranging from $84,828 to $31 million.

Previous legal names, trade names, or just variations of their name include: Cerity Partners LLC.

Primary location:
Cleveland, OH
Clients in:
CA, KY, OH, TX, NY
Identified clients:
104
Avg client size:
$184 mil revenue
Median client size:
$155 thou revenue

Cerity Partners client list

  Name Type Location
1 American Health Care Association (AHCA) 501(c)(6) Washington, DC
2 Children's Aid 501(c)(3) New York, NY
3 DAFgiving360 501(c)(3) San Francisco, CA
4 Pepperdine University 501(c)(3) Malibu, CA
5 Acero Charter Schools (UCSN) 501(c)(3) Chicago, IL
6 Illinois Health and Hospital Association (IHA) 501(c)(6) Naperville, IL
7 The Young Center for Immigrant Childrens Rights 501(c)(3) Chicago, IL
8 The Knight Family Foundation 501(c)(3) Lake Forest, IL
9 Broadcom Foundation 501(c)(3) Wilmington, DE
10 Copley Memorial Hospital 501(c)(3) Aurora, IL
... and 94 more Cerity Partners not-for-profit tax-exempt clients identified by Cause IQ

Cerity Partners competitors

Competitors to Cerity Partners in the nonprofit sector include Bank Of America, Towers Watson, US Bank, Capfinancial Partners, LLC, Mercer, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Foley and Lardner LLP, Ropes and Gray LLP, and Maloney Novotny LLC.

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