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, Texas, New York, and California (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 $76,462 to $34 million.

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

Primary location:
Elizabethtown, KY
Clients in:
TX, OH, NY, KY, CO, MA, CA
Identified clients:
117
Avg client size:
$170 mil revenue
Median client size:
$167 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 Commonwealth Fund 501(c)(3) New York, NY
7 Illinois Health and Hospital Association (IHA) 501(c)(6) Naperville, IL
8 The Young Center for Immigrant Childrens Rights 501(c)(3) Chicago, IL
9 Broadcom Foundation 501(c)(3) Wilmington, DE
10 Rush Copley Medical Center 501(c)(3) Aurora, IL
... and 107 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, Conduent HR Consulting, LLC, Capfinancial Partners, Nixon Peabody, PNC Bank, Bmo Harris Bank Na, Merrill Lynch Pierce Fenner and Smith, Mercer, Edward Jones, and Towers Watson.

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