Cerity Partners Ventures
Overview
Independent financial advisory firm for high-net-worth individuals.
Deals · 12mo
2
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Relay | Sep 2026Participated | $36 MSeries B | |
Nasdaq Private Market | Jan 2026Led | $38 MSeries C | |
Syntis Bio | Jul 2025Participated | $38 MSeries A | |
Relay | Sep 2026Participated | $36 MSeries B | |
Nasdaq Private Market | Jan 2026Led | $38 MSeries C | |
Syntis Bio | Jul 2025Participated | $38 MSeries A |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series A | 0 | 1 |
| Series B | 0 | 1 |
| Series C+ | 1 | 0 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Jul '25 | 1 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 0 |
| Jan '26 | 1 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 0 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 1 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Networks, Cloud & Communication | 1 |
| Hardware & Robotics | 1 |
| Fintech | 1 |
| Government & Defense | 1 |
| Enterprise Software | 1 |
| Health & Life Sciences | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 0 |
| $10M-$25M | 0 |
| $25M-$50M | 3 |
| $50M-$100M | 0 |
| $100M-$250M | 0 |
| $250M-$500M | 0 |
| $500M-$1B | 0 |
| $1B+ | 0 |
Deals By Geography
Top 1 of 1 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 3 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Apollo Labs | 1 |
| Bold Capital Partners | 1 |
| Cerberus Ventures | 1 |
| Colorcon Ventures | 1 |
| DRW Venture Capital | 1 |
| G2 Venture Partners | 1 |
| Harmonic Growth Partners | 1 |
| HiJoJo Partners | 1 |
| International Paper | 1 |
| Mansueto | 1 |
| Nasdaq Ventures | 1 |
| National Institutes of Health | 1 |
| Optiver | 1 |
| Portal Innovations | 1 |
| Safar Partners | 1 |
| Thayer Investment Partners | 1 |
| W.R. Berkley Corporation | 1 |
| Wind River Ventures | 1 |
| Woori Venture Partners | 1 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 1 | 33% |
| Participating | 2 | 67% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 1 | 100% |
| Co-led | 0 | 0% |
Team
Partner & Chief People Officer
Partner and Chief Financial Officer
Partner & Market Leader
Partner and Market Leader
President & CEO
Executive Administrative Assistant, Office Manager
Partner & Market Leader
Partner & CGO