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 $76,896 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, CA, NY, MA, OH, CO, KY
Identified clients:
118
Avg client size:
$168 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 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 Edwin S Webster Foundation 501(c)(3) Boston, MA
10 Broadcom Foundation 501(c)(3) Wilmington, DE
... and 108 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, Merrill Lynch Pierce Fenner and Smith, Edward Jones, Mercer, Conduent HR Consulting, LLC, Bmo Harris Bank Na, Nixon Peabody, PNC Bank, Capfinancial Partners, and Towers Watson.

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