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, museums, historical sites, and similar institutions, trade associations, professional associations, and grantmaking foundations with revenues ranging from $43,290 to $4.9 million.

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

Primary location:
Cleveland, OH
All locations:
NY, OH, KY, CA, TX
Identified clients:
82
Avg client size:
$105 mil revenue
Median client size:
$122 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
4Broadcom Foundation501(c)(3)Wilmington, DE
5The Knight Family Foundation501(c)(3)Lake Forest, IL
6West Side Federation for Senior and Supportive Housing501(c)(3)New York, NY
7Tgr Foundation501(c)(3)Anaheim, CA
8The Baby Fold501(c)(3)Normal, IL
9Hesed Foundation501(c)(3)Chicago, IL
10Health Occupations Students of America (HOSA)501(c)(3)Southlake, TX
...and 72 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 US Bank, Towers Watson, Capfinancial Partners, LLC, Ropes and Gray LLP, Bank Of America, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Mercer, Conduent HR Consulting, LLC, and Bmo Harris Bank Na.

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