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Home·Deals·Wealth Management·Cerity Partners acquires Austin Private Wealth
SEO URLwww.firestrike.ai/deals/austin-private-wealth-cerity-partners-acquisition-2026
acquisitionAnnounced · Jan 8, 2026Wealth ManagementSource · CredibleArticle · Factual
Austin Private Wealth
Cerity Partners
Austin Private Wealth · Cerity Partners

Cerity Partners acquires Austin Private Wealth

David Najork
David Najork · Founding Software Engineer
Published · Updated · 1 min read
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Deal value
$1.4B
Target
Austin Private Wealth
Austin Private Wealth
Austin, Texas
Acquirer
Cerity Partners
Cerity Partners
Merger
Status
Announced

Cerity Partners agreed to acquire Austin Private Wealth. Reported deal value: $1.4B. Status: Announced. Sector: Wealth Management. Target headquarters context: Austin, Texas, United States.

This page summarizes publicly available information about the transaction as of 2026-01-08. Figures and status may change as filings and press coverage update.

By Edward Rueda Cerity Partners LLC , a New York -based independent wealth management firm, announced Tuesday a partnership with Austin Private Wealth LLC , a registered investment adviser headquartered in Austin , Texas

Deal timeline

Announced
Jan 8, 2026 · ai-cio.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in Wealth Management with a reported deal value of $1.4B. Figures and status may change as sources update.

Sources: ai-cio.com · Primary article · FireStrike proprietary index