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Each morning you get the ones worth your time right now: who to reach, why now, and who you already know there. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.
Trusted by
Acquiring Company
Cerity Partners
Acquired Company
Cornerstone Capital
New YorkPalo AltoNon ProfitFinancial ServicesFinanceAngel InvestmentDescription
Cerity Partners has completed three mergers, adding about $2.1 billion in assets under management. The acquisitions include Cornerstone Capital in Palo Alto, Compass Wealth Management in Atlanta, and Echo Wealth Management in Minneapolis. Each firm will operate under the Cerity name. This expansion enhances Cerity's national presence and wealth management capabilities.
Fundz sees it the moment Cerity Partners makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Cornerstone Capital?
Cornerstone Capital was acquired by Cerity Partners, based in New York. The deal was reported on October 12, 2026. 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. Cerity Partners is privately held and operates in Non Profit.
When did Cerity Partners acquire Cornerstone Capital?
Cerity Partners's acquisition of Cornerstone Capital was reported on October 12, 2026. Cerity Partners has completed three mergers, adding about $2.1 billion in assets under management. The acquisitions include Cornerstone Capital in Palo Alto, Compass Wealth Management in Atlanta, and Echo Wealth Management in Minneapolis. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Cornerstone Capital do?
Cornerstone Capital is a wealth management firm founded in 1978. It specializes in serving high-net-worth individuals and families, along with charitable foundations and endowments. The firm provides investment management and financial planning services. It is privately held, operating in Financial Services, and is based in Palo Alto.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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