Graypoint
- Company typePrivate
- Founded2019
- HeadquartersAlbany, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Graypoint does
Graypoint is a multi-family office founded in 2019 and headquartered in Albany, New York, providing comprehensive wealth management and financial advisory services to high-net-worth individuals and families, nonprofit organizations, and corporate clients. The firm offered an integrated suite of services including investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, marital financial planning, cross-border advisory, wealth management for women, business owner advisory, and family office capabilities. On the institutional side, it delivered outsourced CIO (OCIO) services, institutional consulting, retirement plan consulting, workplace solutions, and corporate venture capital services.
The firm's technology stack was built on third-party integrations with leading wealth management platforms including Addepar, Orion, and Black Diamond for portfolio reporting; eMoney and MoneyGuide Pro for financial planning; and ShareFile, Box, and Secure Email for document management and client communication. There is no evidence of proprietary technology development or AI/ML capabilities in the source data. The business model relied on financial advisory fees, likely structured as AUM-based or fee-only arrangements, with quote-based pricing scaled across investable-asset tiers ranging from under $1M to $50M+.
In October 2025, Graypoint completed a merger with Cerity Partners, a larger wealth management platform operating across 20+ states. Graypoint now operates under the Cerity Partners brand, with President & CEO Daniel Nolan taking a leadership role in the combined entity. The transaction was advised by Republic Capital Group as exclusive investment banking advisor, with legal counsel from Lowenstein Sandler and Alston & Bird. Graypoint's headcount of 51-100 employees and six-year operating history positioned it as a mid-sized regional player that achieved scale attractive enough to consolidate into a national platform.
Graypoint firmographics
Firmographics- Name
- Graypoint
- Legal name
- Graypoint
- Website
- https://graypointllc.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Graypoint industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Banking & UHNW Wealth Advisory (FSAEABAC), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where Graypoint is headquartered
LocationHeadquarters
- HQ city
- Albany
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Graypoint business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management Advisory Fees: Graypoint generates revenue through financial advisory fees for serving high-net-worth individuals and nonprofits. The firm provides comprehensive wealth management services including investment solutions, estate planning, financial planning, insurance planning, and tax planning. Revenue is derived from advisory fees, likely asset-under-management (AUM) based or fee-only arrangement.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Investable Assets Tiers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Graypoint product offering
Product offeringCore offering
Graypoint is a multi-family office providing comprehensive wealth management and investment advisory services, including investment solutions, estate and gift planning, financial planning, tax planning and preparation, trust services, and family office capabilities for high-net-worth individuals, families, corporations, and nonprofit institutions.
Product overview
Graypoint, now part of Cerity Partners, offers a unified wealth management platform with multiple integrated service modules. The core offering centers on Wealth Management, which encompasses investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, tax planning, trust services, and specialized services for women and business owners. The platform also includes Family Office services for comprehensive financial oversight. For institutional clients, Graypoint provides Cerity Partners OCIO (Outsourced CIO) and Institutional Consulting. Corporate services include Workplace Solutions with executive and beneficiary financial counseling, Retirement Plan Consulting (defined benefit and defined contribution), and Corporate Venture Capital. All services are delivered through integrations with leading financial planning platforms (eMoney, MoneyGuide Pro) and portfolio reporting tools (Addepar, Orion, Black Diamond).
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management offering for high-net-worth individuals and families, bundling investment solutions, estate and gift planning, financial planning, insurance planning, tax planning and preparation, marital financial planning, cross-border services, and trust services.
- Family Office Family office services providing comprehensive financial oversight for high-net-worth families, including consolidated reporting, financial administration, and bespoke planning.
- Business Owner Advisory Advisory services for business owners including business owner financial planning plus CFO and accounting services tailored to owner-operated businesses.
- Cerity Partners OCIO Outsourced Chief Investment Officer (OCIO) services for institutions and nonprofits seeking professional investment management and governance.
- Institutional Consulting Institutional consulting services for nonprofits, endowments, foundations, and other institutions to support investment strategy, asset allocation, and fiduciary oversight.
- Retirement Plan Consulting Retirement plan consulting for corporations covering defined benefit plans and defined contribution services, supporting plan design, compliance, and investment menu oversight.
- Workplace Solutions Corporate workplace solutions including executive financial counseling and beneficiary financial counseling as employee financial wellness benefits.
- Corporate Venture Capital Corporate venture capital services connecting corporations with entrepreneurs and investors, delivered through distinct programs for corporations and for entrepreneurs & investors.
Companies that use Graypoint
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Graypoint technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature1 record
Graypoint partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Cerity PartnerscoreGraypoint completed a merger with Cerity Partners in October 2025. The merger integrates Graypoint's expertise in serving high-net-worth individuals and nonprofits with Cerity Partners' platform. Graypoint now operates under the Cerity Partners brand, with Graypoint's President & CEO Daniel Nolan taking a leadership role. The combined entity serves both individual clients and nonprofits with enhanced resources and geographic footprint in the Capital Region.
- Lowenstein SandlerminorLowenstein Sandler provided legal advisory services to Graypoint in connection with the merger with Cerity Partners.
- Alston & BirdminorAlston & Bird provided legal advisory services to Graypoint in connection with the merger with Cerity Partners.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Graypoint competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is a multi-family office serving ultra-high-net-worth families with investment management, trust, and estate services. It is directly comparable to Graypoint's family office and wealth advisory offerings for affluent clientele.
- Glenmede: Glenmede is an independent wealth management firm and multi-family office providing investment advisory, trust, and institutional services. Comparable to Graypoint across its HNW family office and institutional nonprofit practice.
- Rockefeller Capital Management: Rockefeller Capital Management is a wealth, asset management, and investment banking firm serving ultra-high-net-worth families, foundations, and endowments. Directly comparable to Graypoint's integrated private wealth and institutional advisory model.
- Whittier Trust: Whittier Trust is a multi-family office and trust company offering wealth management, estate planning, and investment advisory to wealthy families. Directly comparable to Graypoint's family office and trust services.
- Pitcairn Trust Company: Pitcairn is a multi-family office providing wealth advisory, investment management, and trust services to HNW families. Comparable to Graypoint across family office, OCIO-style mandates, and trust offerings.
- GenSpring Family Offices: GenSpring is a multi-family office serving HNW families with wealth planning, investment management, and family governance services. Comparable to Graypoint across the core family office offering.
- Homrich Berg: Homrich Berg is a fee-only wealth management firm serving HNW individuals and families with comprehensive financial planning and investment advisory. Comparable to Graypoint in fee-only HNW wealth management model.
Emerging players
- Cresset Asset Management: Cresset is a digitally enabled multi-family office serving HNW and UHNW clients with integrated wealth, tax, and family office services. Comparable to Graypoint in service breadth and HNW target market.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman is a large, established private bank and trust company offering private wealth management alongside investment banking and custody. Comparable to Graypoint in wealth/trust advisory though it is far broader in scope.
- BNY Mellon Wealth Management: BNY Mellon Wealth Management provides advisory, investment management, trust, and banking services to HNW individuals and families as part of a global custody and asset management franchise. Comparable to Graypoint's integrated wealth offering though at much greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Graypoint social profiles
Digital presenceGraypoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
Graypoint leadership team
Management profileNumber of profiles
Profiles4 records
Graypoint funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Graypoint M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Graypoint
What does Graypoint do?
Graypoint is a multi-family office providing comprehensive wealth management and investment advisory services, including investment solutions, estate and gift planning, financial planning, tax planning and preparation, trust services, and family office capabilities for high-net-worth individuals, families, corporations, and nonprofit institutions.
Is Graypoint a public or private company?
Graypoint is a private company. It is classified as corporate owned and is currently acquired.
When was Graypoint founded?
Graypoint was founded in 2019. It employs 51 to 100 people.
Where is Graypoint based?
Graypoint is headquartered in Albany, United States, in the North America region.
How does Graypoint make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Graypoint's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Rockefeller Capital Management, Whittier Trust, Pitcairn Trust Company, GenSpring Family Offices and Homrich Berg. Cresset Asset Management is listed as an emerging player. Broad incumbents are Brown Brothers Harriman (Wealth Management) and BNY Mellon Wealth Management.
Does Graypoint have an API?
No public API is recorded for Graypoint.
What industry is Graypoint in?
Graypoint's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.