Cerity Partners Tech Stack

Wealth advisory platform for HNW individuals, families, and institutions

Financial Services New York, NY 1,001–5,000 employees Privately Held

Cerity Partners operates a multi-disciplinary wealth advisory firm serving high-net-worth clients, families, and nonprofit organizations. The tech stack centers on Salesforce, Bloomberg, Addepar, and Riskalyze — standard for wealth management — but reveals acute operational friction: CRM data accuracy and Salesforce data integrity are named pain points, while active projects include CRM maintenance and client onboarding process redesign. Finance hiring dominates (39 roles), with accelerating velocity and mid-to-senior seniority mix, suggesting investment in advisor capacity and operational scaling.

Tech Stack 27 technologies

Core StackSalesforce QuickBooks Zoom Docusign JavaScript TypeScript WordPress HubSpot MySQL Workday Google Analytics Power BI Asana PowerPoint Word Excel Outlook Bloomberg Microsoft Office Teams Lacerte Google Search Console YouTube Riskalyze Addepar Eclipse LinkedIn

What Cerity Partners Is Building

◆Challenges

Crm data accuracy
Skill gaps
Client onboarding process
Identifying capability gaps
Migrating to new web hosting platform
Reducing trading errors
Cross-department coordination
Maintaining data integrity in salesforce
Streamlining client onboarding
Growing assets under management

▲Active Projects

Rollout key firmwide initiatives
Integration of new advisors onto the orion system
Crm system maintenance
Process improvement initiatives for advisor and csa team
Develop colleague cohorts
Year-end rmd process
Implementation of new processes and technology solutions
Client onboarding process
Modernizing and migrating to a new web hosting platform
Evolution of cpfo processes and technology

Hiring Activity

Accelerating75 roles · 35 in 30d

Department

Finance

Support

Marketing

Ops

Operations

Compliance

Data

Seniority

Mid

Senior

Junior

Director

Principal

Intern

Lead

Manager

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About Cerity Partners

Cerity Partners is a privately held investment adviser and wealth management firm headquartered in New York, serving high-net-worth individuals, families, business owners, and nonprofits. The firm combines investment advisory, tax planning, estate planning, and financial wellness services across a 1,001–5,000-person organization. The advisor-led model is supported by in-house counsel, tax specialists, and financial planners. Active projects span CRM system maintenance, new advisor onboarding workflows (via Orion), and web hosting platform migration, indicating ongoing infrastructure and process modernization.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Hiring MarketsUnited States, Peru

Frequently Asked Questions

What technology does Cerity Partners use for wealth management?

Cerity Partners operates on Salesforce (CRM), Addepar and Riskalyze (portfolio analytics), Bloomberg (market data), Orion (advisor onboarding), and Workday (HR). The stack also includes traditional tools: Excel, Word, QuickBooks, and Lacerte for tax work.

What is Cerity Partners working on operationally?

Key projects include Salesforce data maintenance, Orion system integration for advisor onboarding, client onboarding process redesign, web hosting platform migration, and year-end RMD process automation. Pain points center on CRM data accuracy, client onboarding efficiency, and cross-department coordination.