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AJ Wealth Logo
AJ Wealth CB Rank
2880970
Heat Score
19
AJ Wealth is a comprehensive wealth management company that thoughtful planning and a clear focus on your objectives creates peace of mind.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private New York, New York, United States11-50 ajwealthllc.com/
Asset Management
Finance
Financial Services
Overview

AJ Wealth
Heat Score
19

Growth Score
pts
in past quarter
Heat Score 19
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About AJ Wealth

CB Rank
2880970
AJ Wealth is a comprehensive wealth management company that thoughtful planning and a clear focus on your objectives creates peace of mind.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private New York, New York, United States11-50 ajwealthllc.com/
Asset Management
Finance
Financial Services

Details

Legal Name AJ Wealth
Operating Status Closed
Company Type For Profit
Phone Number 212-729-7750
Contact Email info@ajwealthllc.com
Predictions & Insights

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Financials

M&A Details

AJ Wealth merged with Cerity Partners on
obfuscation
.
Transaction Name 
AJ Wealth acquired by Cerity Partners Logo
AJ Wealth acquired by Cerity Partners
Acquired by 
Cerity Partners Logo
Cerity Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 32
News

News and Press

News•Jul 5, 2023
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$783.1KThis year, AJ Wealth is projected to spend $783.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Real-Time Dashboards Logo
Real-Time Dashboards
80
Lavender Logo
Lavender
75
Forbes Logo
Forbes
72

Actively Used Products

9AJ Wealth uses 9 technology products and services including HTML5, GoDaddy, and  jQuery, according to G2 Stack.

Active Website Tech Count

3AJ Wealth is actively using 3 technologies for its website, according to BuiltWith. These include Google Maps and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is AJ Wealth's headquarters? AJ Wealth is located in New York, New York, United States.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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