Cerity Partners Merges With Cordant Wealth Partners
July 1, 2026
Cerity Partners announced its merger with Cordant Wealth Partners, an Oregon-based registered investment adviser headquartered in Portland. The deal expands Cerity Partners’ footprint into Oregon and is designed to give Cordant clients access to Cerity’s broader resources and capabilities, particularly for complex tech-compensation and equity decisions.
- Buyers
- Cerity Partners
- Targets
- Cordant Wealth Partners
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Buyout
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