Republic Capital Group Advises $4.5 Billion AUM Graypoint on its merger with Cerity Partners, Over $130 Billion in AUM

Republic Capital Group (“Republic”), a leading investment bank specializing in strategic and financial advisory services for wealth and asset management firms and their clients, today announced that it served as the exclusive investment banking advisor to Graypoint in its merger with Cerity Partners.

Graypoint, headquartered in Albany, NY, with $4.5 billion in assets under management as of March 2025, has built a strong reputation for providing tailored financial advisory and investment services to high-net-worth and ultra-high-net-worth individuals and institutions.

Cerity Partners, a leading independent wealth management firm in the U.S., stated that the merger will meaningfully enhance its presence in the Capital Region. Following the closing, Graypoint will operate under the Cerity Partners brand. Daniel Nolan, President & CEO of Graypoint, will assume the role of Partner and Vice Chairman of Cerity Partners…..