Cerity Partners is expanding its venture capital capabilities and offering to corporations and businesses, by merging with a specialist VC firm.
The independent wealth management firm is merging with Touchdown Ventures, a leading provider of advisory services for corporate VC programs.
Touchdown will operate as Cerity Partners Ventures and enable Cerity to expand its offering to include ‘venture capital as a service’ and enhance the firm’s services for private clients. The merger also boosts Cerity’s footprint in key growth-oriented markets, including Philadelphia, Chicago, Los Angeles, and San Francisco.
“Our partnership with Touchdown Ventures comes during a period of significant growth for Cerity Partners and will be instrumental in deepening our offering to corporate partners,” said Kurt Miscinski, CEO of Cerity Partners. “Touchdown’s best-in-industry VC professionals, coupled with our shared fiduciary commitment to deliver exceptional service in our clients’ best interest, make them an ideal partner. We couldn’t be more excited to welcome the Touchdown team.”
Touchdown was founded a decade ago and as part of Cerity it will gain additional experience and scale to serve startup entrepreneurs and their venture capital investors.
“Our relationship with Cerity Partners amplifies our team’s ability to provide the best possible venture capital services for corporations seeking access to external innovation. This merger reinforces the commitment of our team to continue our mission, and I speak for my co-founders in saying that we are excited to keep doing what we are doing together with our new colleagues at Cerity Partners.”
Note: Story updated to remove Touchdown's AUM which was incorrect in the supplied information.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
