{"name":"Cercano","domain":"cercanolp.com","url":"https://optimly.ai/brand/cercano","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Cercano is an integrated investment advisory and wealth management firm serving families and individuals with investment strategy, wealth planning, and family office-informed support.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"description","label":"Description","shape":"text","content":"Cercano provides a coordinated approach to long-term wealth stewardship, combining investment management, private market access, tax and estate planning, family governance, and operational support for high-net-worth families and individuals.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To support enduring wealth and legacy through thoughtful guidance, disciplined stewardship, long-term partnership, and integrated investment and family office support.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Cercano's leadership includes Chris Orndorff, Partner, Chief Executive Officer and Co-Chief Investment Officer; Trish Halper, Partner and Co-Chief Investment Officer; YB Choi and Stuart Nagae, Co-Heads of Venture Capital; Albert Hwang, Co-Head of Private Investments; Joel Shoop, Partner and Chief Operating Officer; Kim Holte, Chief Financial Officer; Michelle Brant, Head of Human Resources; and Malinda Khauv, Chief Compliance Officer.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://cercanolp.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Thoughtful, measured, discreet, experienced, partnership-oriented, and focused on long-term stewardship.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"2021","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Bellevue, Washington, United States","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Cercano helps families and individuals navigate the interconnected investment, wealth, tax, estate, governance, operational, and legacy complexities involved in managing enduring wealth across generations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Investment strategy and stewardship\nPrivate equity, private credit, and venture capital investing\nTax and estate planning\nLegacy development and family governance\nOperational management and continuity support\nFamily office-informed wealth management\nPortfolio construction and market-cycle guidance","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Integrated investment advisory services\nPrivate market investment opportunities\nFamily office support\nWealth planning and stewardship services\nPrivate funds","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment advisory, wealth management, family office services, and private investments.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Families and individuals, including high-net-worth families and individuals seeking comprehensive wealth management and long-term stewardship.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"High-net-worth families and individuals with complex wealth, governance, investment, tax, estate, operational, and generational needs.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing and preserving wealth across generations\nConstructing portfolios aligned with long-term goals\nAccessing private equity, private credit, and venture capital opportunities\nCoordinating investment management with tax and estate planning\nDeveloping family governance and legacy strategies\nSupporting philanthropic objectives\nManaging wealth across geographies, structures, responsibilities, and generations\nProviding ongoing operational and continuity support","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater clarity in complex wealth decisions\nCoordinated investment, tax, estate, governance, and operational planning\nLong-term wealth preservation and stewardship\nContinuity across generations\nPortfolio management aligned with long-term goals\nExperienced guidance through market cycles","source_type":"1p_website","source_label":"Brand's website","source_url":"https://cercanolp.com","updated_at":"2026-11-10T23:32:10.396242+00:00"}]}],"last_refreshed_at":"2026-11-10T23:32:10.409058+00:00","last_changed_at":"2026-11-10T23:32:10.439740+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=38eb809c-cb9d-4cf6-9574-aa95d4375e59"}