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Austin Private Wealth Logo
Austin Private Wealth CB Rank
489336
Heat Score
30
Austin Private Wealth offers financial planning, wealth management, and advisory services.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private Austin, Texas, United States11-50 austinprivatewealth.com
Advice
Financial Services
Wealth Management
Overview

Austin Private Wealth
Heat Score
30

Growth Score
pts
in past quarter
Heat Score 30
-6 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
Learn More >
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About Austin Private Wealth

CB Rank
489336
Austin Private Wealth offers financial planning, wealth management, and advisory services.
Acquired by
Cerity Partners Logo
Cerity Partners
Founded
obfuscation
Private Austin, Texas, United States11-50 austinprivatewealth.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Austin Private Wealth, LLC
Operating Status Closed
Company Type For Profit
Founders  Raoul Celerier
About the Company
Austin Private Wealth offers financial planning, wealth management, and advisory services.
Phone Number (512) 886-4114
Contact Email info@austinprivatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates personalized financial plans based on clients' needs, risk tolerance, and tax situations to guide their financial future.
Wealth Management
A service that manages clients' investment portfolios through due diligence and access to diverse investment opportunities aligned with their financial goals.

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Financials

M&A Details

Austin Private Wealth merged with Cerity Partners on
obfuscation
.
Transaction Name 
Austin Private Wealth acquired by Cerity Partners Logo
Austin Private Wealth acquired by Cerity Partners
Acquired by 
Cerity Partners Logo
Cerity Partners
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 24

Employee Profiles

News

News and Press

News•Jan 7, 2026
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News•Jan 6, 2026
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News•Jan 6, 2026
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News•Mar 13, 2024
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$293KThis year, Austin Private Wealth is projected to spend $293K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Amazon (AMZN) Logo
Amazon (AMZN)
89
CrowdStrike Logo
CrowdStrike
88
Technology Research Logo
Technology Research
85

Active Website Tech Count

10Austin Private Wealth is actively using 10 technologies for its website, according to BuiltWith. These include Euro, DNSSEC, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is Austin Private Wealth's headquarters? Austin Private Wealth is located in Austin, Texas, United States.Who are Austin Private Wealth's competitors? Alternatives and possible competitors to Austin Private Wealth may include HighTower Advisors, Creative Planning, and  Facet.
Who We Are
What We Do
Helpful Links
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