Cerity Partners to Merge With Graypoint Financial Advisory Firm

September 5, 2025

Cerity Partners, an independent wealth management firm, announced its intention to merge with Graypoint, a financial advisory firm based in Albany, New York. After closing, Graypoint will operate under the Cerity Partners brand, and Graypoint CEO Daniel Nolan will become Partner and Vice Chairman of Cerity Partners.

Targets
Graypoint
Location
New York, United States
Transaction Type
Buyout

Explore More

Build a buyer list for your deal

Find active buyers from recent acquisition patterns and move straight into outreach.