Graypoint

EST. AUM
$4,645,122,439

CONTACTS
16

CLIENT ACCOUNTS
818

Firm Details

Metro area Albany
CRD Number 135950
Website graypointllc.com
Client types

Overview

Graypoint was merged with Cerity Partners in September, 2025. Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Graypoint

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company