# CeriFi

CeriFi is a RIA based in Alpharetta, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** cerifi.com
- **LinkedIn:** https://www.linkedin.com/company/cerifi

## Regulatory record

- **Reports private funds:** No

## About

CeriFi is a professional education and workforce training partner for organizations. Formed in 2017, it is an ally for financial and legal learning, providing licensing, certification, and continuing education services through a curated portfolio of leading brands. It connects licensing, continuing education, and professional development in a single connected ecosystem for financial services, accounting, and legal organizations.

## Sectors

- Education
- Enterprise Software

## People

- Chris Monaco — Chief Technology Officer
- Elizabeth Etzbach — SVP of Operations
- Fiona Ramion — EVP of Enterprise Technology
- James Dalton — Chief Academic Officer
- Joe Gillice — Chief Operating Officer
- Julie Sullivan — VP of Marketing
- Keith McKenney — VP of Digital Customer Experience
- Mary Kay Svedberg — EVP of Product & Learning
- Portia James — Chief Human Resources Officer
- Sean Burke — Chief Revenue Officer
- Zac Makin — Chief Financial Officer

## Questions

### Who runs investment decisions at CeriFi?

CeriFi does not publicly identify its investment decision-makers or any executive leadership. No publicly filed regulatory documents or press releases name a CEO, CIO, or board of directors.

### How does CeriFi source deal flow or client relationships?

CeriFi partners with organizations directly, targeting corporate clients, trade associations, and educational institutions. The firm does not describe a formal sourcing channel or investment origination process.

### Does CeriFi participate in fund commitments or direct investments?

CeriFi has not disclosed any fund commitments, direct investments, or venture activity. Its public profile focuses entirely on education and training services.

### Which sectors does CeriFi explicitly avoid?

CeriFi does not publicly state any excluded sectors. Its existing offerings target regulated industries such as financial services, insurance, and real estate, but no formal avoidance list exists.

## Related profiles

- [Everest Clinical Research Corporation](https://altss.com/profile/everest-clinical-research-corporation)
- [Vestmark Advisory Solutions](https://altss.com/profile/vestmark-advisory-solutions)

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Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/cerifi

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