Cerity Partners Merges with Prio Wealth
January 9, 2025
Cerity Partners, an independent U.S. wealth management firm, is merging with Boston-based Prio Wealth; Prio will operate under the Cerity Partners name and add $4.1 billion in AUM. The deal expands Cerity Partners' wealth advisory capabilities and strengthens its presence in the Boston metropolitan market.
- Buyers
- Cerity Partners
- Targets
- Prio Wealth
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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