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 Texas, New York, California, and Ohio (although they are present in other states as well).

Most Cerity Partners clients are trade associations, elementary and secondary schools, professional and management development training, hospitals, child and youth services, community housing services, and grantmaking foundations with revenues ranging from $27,060 to $19 million.

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

Primary location:
Cleveland, OH
All locations:
OH, TX, NY
Identified clients:
47
Avg client size:
$148 mil revenue
Median client size:
$49 thou revenue

Cerity Partners client list

 NameTypeLocation
1The Cleveland Clinic Foundation501(c)(3)Independence, OH
2American Health Care Association (AHCA)501(c)(6)Washington, DC
3Acero Charter Schools (UCSN)501(c)(3)Chicago, IL
4The Knight Family Foundation501(c)(3)Lake Forest, IL
5West Side Federation for Senior and Supportive Housing501(c)(3)New York, NY
6Tgr Foundation501(c)(3)Anaheim, CA
7The Baby Fold501(c)(3)Normal, IL
8Health Occupations Students of America (HOSA)501(c)(3)Southlake, TX
9Hosa Group Subsidiary Filing501(c)(3)Southlake, TX
10Roger Federer Charitable Fund501(c)(3)New York, NY
...and 37 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 Towers Watson, Capfinancial Partners, LLC, Conduent HR Consulting, LLC, Bmo Harris Bank Na, Nixon Peabody, Ropes and Gray LLP, Merrill Lynch Pierce Fenner and Smith, Edward Jones, Mercer, and Bank Of America, N.a..

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