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 $76,984 to $21 million.

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

Primary location:
Elizabethtown, KY
Clients in:
CO, OH, MA, NY, TX, KY, CA
Identified clients:
120
Avg client size:
$176 mil revenue
Median client size:
$185 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 Pepperdine University 501(c)(3) Malibu, CA
4 Acero Charter Schools (UCSN) 501(c)(3) Chicago, IL
5 Commonwealth Fund 501(c)(3) New York, NY
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 Tgr Foundation 501(c)(3) Anaheim, CA
9 Edwin S Webster Foundation 501(c)(3) Boston, MA
10 DAFgiving360 501(c)(3) Lone Tree, CO
... and 110 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 Maloney Novotny LLC, Ropes and Gray LLP, Foley and Lardner LLP, CBIZ, Bank Of America, Creative Planning, Towers Watson, Capfinancial Partners, LLC, US Bank, and Merrill Lynch Pierce Fenner and Smith.

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