Round Table Wealth Management

Wealth Management Advisoryroundtablewealth.com

Company typePrivate
Founded1999
HeadquartersNew York, United States
Headcount11–50
GTM typeB2B and B2C
OfferingServices

What Round Table Wealth Management does

Round Table Wealth Management is a U.S. wealth management advisory firm that has merged with Cerity Partners, a larger national RIA. The firm historically served high-net-worth individuals and families, business owners, corporations, and institutional clients from offices in Westfield (New Jersey), Boca Raton (Florida), and New York City. Following the merger, the combined entity operates under the Cerity Partners brand with a presence across more than 20 U.S. states.

The firm's product offering is a full-service wealth management platform centered on investment management, financial planning, estate and gift planning, tax planning and preparation, insurance planning, trust services, and specialized offerings for business owners, women, and ultra-high-net-worth families (Family Office Services). The technology stack is composed of third-party platform integrations rather than proprietary infrastructure: Addepar, Orion, and Black Diamond for portfolio reporting; eMoney and MoneyGuide Pro for financial planning; ShareFile and Box for document management; DeliverySlip for secure email; and a proprietary Cerity Partners Cash Management module. No proprietary AI/ML capabilities are disclosed.

Round Table generated revenue via fee-based recurring advisory arrangements targeting clients with $1M+ investable assets, with a sales-led go-to-market executed through a Concierge Program offering complimentary 30-minute discovery calls followed by advisor matching. Regulatory oversight is provided through FINRA membership, SIPC coverage, and BrokerCheck verification. The firm holds a Barron's Mega Award (2025) as a credibility signal. Since the merger, the legacy Round Table book has been integrated into Cerity Partners' broader national platform, with principals Dustin Ribergaard and Stephanie Bellisario continuing as Principals within the combined organization.

Round Table Wealth Management firmographics

Firmographics

Name: Round Table Wealth Management
Legal name: Round Table Wealth Management
Website: https://roundtablewealth.com
Company type: Private
Founded year: 1999
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Round Table Wealth Management industry classification

Industry

Product category: Wealth Management Advisory
NAICS: Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
SIC: Investment Advice (6282)
akta.pro primary industry: Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
akta.pro secondary industries: Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

Wealth management advisory
Investment management services
Financial planning services
Estate and tax planning
Family office services

Where Round Table Wealth Management is headquartered

Location

Headquarters

HQ city: New York
HQ country: United States
HQ region: North America

Offices3 records

Markets served

Round Table Wealth Management business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Wealth Management Advisory Fees: Comprehensive wealth management services including investment solutions, financial planning, estate planning, tax preparation, and insurance planning delivered through fee-based advisory arrangements

Pricing tiers

Model	Billing	Price
Other	Annual	High-net-worth and ultra-high-net-worth clients served through personalized advisory relationships

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Round Table Wealth Management product offering

Product offering

Core offering

Round Table Wealth Management delivers comprehensive fee-based wealth management advisory services to high-net-worth individuals, families, business owners, corporations, and institutions. The offering integrates investment solutions, estate and gift planning, financial planning, insurance planning, tax planning and preparation, trust services, business owner advisory, family office services, and corporate workplace financial solutions under a single advisory relationship. Client engagement is supported through principal/advisor-led relationships and a Concierge Program intake process, with reporting and planning delivered through third-party technology integrations.

Product overview

Round Table Wealth Management is a wealth management firm that has merged with Cerity Partners. The firm offers a comprehensive suite of wealth management services centered around a core financial advisory platform. Services include investment solutions, estate and gift planning, financial planning, insurance planning, tax planning, and specialized offerings for business owners and families. The product architecture is organized as an integrated platform combining investment management, planning tools, and trust services, supplemented by client portal access through third-party integrations (Addepar, Orion, Black Diamond, eMoney, MoneyGuide Pro) for reporting and planning purposes. Following the merger with Cerity Partners, the firm now operates under the Cerity Partners brand with expanded geographic presence across 22 U.S. states.

Differentiator

Problem solved

Functional benefit

Products and services

Wealth Management Comprehensive wealth management services for high-net-worth individuals and families, integrating investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning, and trust services under one advisory relationship.

Companies that use Round Table Wealth Management

Customer profile

Segments4 records

Ideal customer profiles3 records

Round Table Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration8 records

Feature2 records

Round Table Wealth Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

Cerity PartnerscoreOthersRound Table Wealth Management has merged with Cerity Partners, creating a combined firm with expanded resources, broader service offerings, and increased geographic presence across 20+ states. The merged entity operates under the Cerity Partners brand.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Round Table Wealth Management competitors and assessment

Company assessment

Direct peers

Brown Brothers Harriman (Wealth Management): Private partnership offering private banking, investment management, and trust services to HNW families and institutions—comparable in integrated wealth, trust, and estate offering.
Creative Planning: Large independent RIA serving HNW and UHNW clients with comprehensive wealth, estate, tax, and financial planning—directly comparable in service breadth, fee-based model, and target segment to Round Table.
Aspiriant: Independent RIA focused on HNW individuals and families with comprehensive wealth management, tax, and estate planning—directly comparable in target segment and fee-based advisory approach.
Edelman Financial Engines: Large RIA combining financial planning, investment management, and workplace solutions for HNW households; comparable in fee-based advisory model and cross-segment reach including corporate retirement plan services.
Bessemer Trust: Private wealth and family-office firm serving UHNW families with investment management, trust, estate, and tax services—directly comparable in target segment and integrated service architecture.
Pathstone: Multi-family office and wealth manager serving UHNW families and institutions with integrated investment, trust, and family-office services—comparable in service breadth and target client.
Focus Financial Partners: Partnership platform for independent wealth management firms serving HNW clients; comparable business model of consolidating advisory firms and providing scale, technology, and back-office support.
Mariner Wealth Advisors: National RIA serving HNW individuals, families, and institutions with integrated wealth management, tax, estate, and family-office services—comparable in client mix, fee model, and consolidation-driven growth strategy.

Broad incumbents

Morgan Stanley Private Wealth Management: Incumbent wirehouse private wealth division serving UHNW households with investment, lending, and trust services—comparable client segment and integrated offerings, but as part of a much larger diversified firm.
Goldman Sachs Private Wealth Management: Large incumbent private wealth platform serving UHNW families with investment management, banking, and estate planning—comparable in UHNW focus but operates within a global full-service financial institution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Round Table Wealth Management compliance and trust

Trust signal

Compliance3 records

Round Table Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Round Table Wealth Management leadership team

Management profile

Number of profiles

Profiles2 records

Round Table Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Round Table Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Round Table Wealth Management

What does Round Table Wealth Management do?

Is Round Table Wealth Management a public or private company?

Round Table Wealth Management is a private company. It is classified as corporate owned and is currently operating.

When was Round Table Wealth Management founded?

Round Table Wealth Management was founded in 1999. It employs 11 to 50 people.

Where is Round Table Wealth Management based?

Round Table Wealth Management is headquartered in New York, United States, in the North America region.

How does Round Table Wealth Management make money?

One revenue line is on record: wealth Management Advisory Fees.

Who are Round Table Wealth Management's main competitors?

Direct peers on record are Brown Brothers Harriman (Wealth Management), Creative Planning, Aspiriant, Edelman Financial Engines, Bessemer Trust, Pathstone, Focus Financial Partners and Mariner Wealth Advisors. Broad incumbents are Morgan Stanley Private Wealth Management and Goldman Sachs Private Wealth Management.

Does Round Table Wealth Management have an API?

No public API is recorded for Round Table Wealth Management.

What industry is Round Table Wealth Management in?

Round Table Wealth Management's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.