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GROWTH
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FINTECH
FEBRUARY 17, 2026
Warburg Pincus
invests in
Cerity Partners
TARGET
Cerity Partners
Cerity Partners provides integrated investment management, financial planning, tax, and estate services to high-net-worth individuals, families, businesses, and nonprofits.
Ownership
PE-backed
Investors
Genstar Capital
,
Lightyear Capital
Headcount
1,200+ FTEs
Headquarters
New York, New York
Leadership
Kurt Miscinski
, Chief Executive Officer
Sell-side advisor
—
INVESTOR
Warburg Pincus
Global private equity firm
Deal value
$1bn invested
Ownership
—
Buy-side advisor
—
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Warburg Pincus -> Cerity Partners (2026-09-11) growth_investment | FinTech | $1bn | announced Target: Cerity Partners provides integrated investment management, financial planning, tax, and estate services to high-net-worth individuals, families, businesses, and nonprofits. Website: ceritypartners.com | Buyer site: warburgpincus.com HQ: New York, New York | Ownership: pe-backed Advisors - not yet credited Source: Thematic - https://thematichq.com/software/d/warburg-pincus-cerity-partners.html
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