Agility

Based in the US, Agility operates as a financial advisory firm, providing tailored investment and wealth management solutions to diverse clients, including individuals, families, and organizations. Founded in 2007, Agility is a financial advisory firm based in Denver, US, specializing in investment management and strategic financial planning. The firm was recently involved in an acquisition where Cerity Partners LLC acquired Agility from Perella Weinberg Partners LP in April 2024. Financial terms were not disclosed.

The acquisition is set to enhance Cerity Partners' offerings in outsourcing executive investment officers' services, particularly within the non-profit sector. Agility offers a comprehensive suite of financial advisory services, including wealth management, investment solutions, estate and gift planning, tax planning, insurance planning, and financial risk management. These services are designed to assist high-net-worth individuals, business owners, and institutional clients in navigating their financial landscapes, emphasizing actionable strategies to achieve their financial goals. Agility generates revenue through a mix of retainer fees, asset management fees, and performance-based compensation structures.

Clients typically engage the firm for tailored financial guidance and ongoing management, leading to a recurring revenue model aligned with client success. Following the acquisition in April 2024, Agility is set to be rebranded as Cerity Partners OCIO, enhancing its capabilities in the outsourcing of executive investment officer services within the non-profit sector. The acquisition will provide avenues for expanding their service offerings and reach into new markets, specifically targeting the non-profit organization sector. The integration with Cerity Partners is expected to facilitate broader market access, enhancing service delivery and operational efficiencies.