Cerity Partners, one of the nation’s leading independent wealth management firms, has entered into a major strategic partnership with Nasdaq Private Market (NPM) a move set to redefine how private company employees navigate liquidity events. Under this collaboration, Cerity Partners will become the exclusive wealth advisor for NPM clients participating in tender offers, offering personalized financial guidance at moments that often bring both opportunity and uncertainty.
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With private companies staying private longer and employees increasingly relying on secondary liquidity, the need for tailored financial advice has surged. This partnership aims to meet that demand by integrating Cerity Partners’ planning and advisory services directly into NPM’s liquidity workflows. The result is a smoother, more informed experience for employees, while reducing the administrative pressure typically placed on HR and finance teams during liquidity events.
The partnership is mutually beneficial: Cerity Partners’ high-net-worth and ultra-high-net-worth clients will gain access to exclusive private market investment opportunities through NPM’s marketplace, SecondMarket an increasingly attractive avenue as investor interest in private markets accelerates.
Cerity Partners has also deepened its commitment through a strategic investment in NPM. As part of the arrangement, Michael Barry, Partner and Chief Growth Officer at Cerity Partners, will join NPM’s board of directors to help shape future growth.
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“Nasdaq Private Market enhances our ability to guide clients through the full private markets ecosystem,” said Kurt Miscinski, President and CEO of Cerity Partners. “This collaboration allows us to better support corporations and employees during transformative financial moments.”
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NPM’s CEO, Tom Callahan, emphasized the value of integrating wealth advice directly into liquidity events. “Liquidity events are exciting but can bring complicated decisions,” he said. “Together with Cerity Partners, we’re ensuring employees get the expert guidance they need right when they need it, while helping companies offer a seamless and supportive experience.”
The partnership unlocks new possibilities for both organizations and reflects a growing trend: employees and investors want deeper support, better access, and smarter tools to navigate the increasingly complex world of private markets.
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