Cerity Partners Merges with Daintree Advisors
March 1, 2022
Cerity Partners has merged with Boston-based Daintree Advisors, combining Daintree’s New England wealth management practice into Cerity’s national platform and operating under the Cerity Partners name. The transaction deepens Cerity’s East Coast presence and expands its wealth management, tax and financial planning capabilities.
- Buyers
- Cerity Partners
- Targets
- Daintree Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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