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, Texas, and California (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 $47,642 to $5.1 million.

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

Primary location:
Cleveland, OH
All locations:
NY, KY, TX, OH
Identified clients:
76
Avg client size:
$97 mil revenue
Median client size:
$125 thou revenue

Cerity Partners client list

 NameTypeLocation
1Cleveland Clinic501(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 66 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, US Bank, Bank Of America, Conduent HR Consulting, LLC, Bmo Harris Bank Na, Nixon Peabody, Capfinancial Partners, Edward Jones, and Merrill Lynch Pierce Fenner and Smith.

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