Certuity

Independent financial guidance tailored to your best interests

General Information
Company Name
Certuity
Founded Year
2004
Location (Offices)
North Palm Beach, United States +4
Founders / Decision Makers
Number of Employees
35
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Certuity - Company Profile

Certuity is a wealth management and multifamily office firm established in 2003. The company prides itself on delivering independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor operating under the fiduciary standard, Certuity is committed to acting in its clients’ best interests, enabling them to achieve their financial goals for today, tomorrow, and generations to come. The company's slogan, "Independent financial guidance tailored to your best interests," encapsulates its core mission. Operating within the Finance, Financial Services, and Wealth Management industries, Certuity is headquartered in the United States. Currently, there is no public information available about the last investment or the investors involved.

Taxonomy: Wealth Management, Family Office, Multifamily Office, Financial Planning, Estate Planning, Legacy Planning, OCIO Services, Investment Advisory, Fiduciary Standard, Registered Investment Advisor

Funding Rounds & Investors of Certuity (0)

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There is no investment information

Latest News of Certuity

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