AI made execution free. Knowing first is the whole game now.
The advantage goes to whoever is first into the right conversations, most often. Fundz stacks those odds: more of the moments that create demand than anyone else catches, as they happen, matched to who you sell to, with the decision maker to call. Now it answers in Claude too: ask for today’s leads and who to reach, then write the note in the same window. Not a feed. Not a list you rent. A system for being first.
Trusted by
Acquiring Company
Gilbert & Cook
Acquired Company
Cerity Partners
West Des MoinesNew YorkFinancial ServicesNon ProfitDescription
Gilbert & Cook has announced plans to merge with Cerity Partners, effective at the end of September. This merger will enhance the wealth management services offered by both firms. Gilbert & Cook's team will continue serving clients in the Greater Des Moines area.
Fundz sees it the moment Gilbert & Cook makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
M&A Insights
Based on deal dataFrequently asked
Who acquired Cerity Partners?
Cerity Partners was acquired by Gilbert & Cook, based in West Des Moines. The deal was reported on September 21, 2026. Founded in 1993, Gilbert & Cook is a respected wealth management firm dedicated to empowering clients through an integrated, client-centered approach to financial planning and wealth strategies. Gilbert & Cook is privately held and operates in Financial Services.
When did Gilbert & Cook acquire Cerity Partners?
Gilbert & Cook's acquisition of Cerity Partners was reported on September 21, 2026. Gilbert & Cook has announced plans to merge with Cerity Partners, effective at the end of September. This merger will enhance the wealth management services offered by both firms. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Cerity Partners do?
Founded in 2009, Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. It is privately held, operating in Non Profit, and is based in New York.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.
5 screens from a live account. No signup.