Company

Certuity

Financial Services North Palm Beach, Florida, United States 39 employees CLOSE

Employees: 39
Contacts: 4
Emails: 4
Phones: 3

certuity.com LinkedIn

Certuity Overview

Headquarters: North Palm Beach, Florida, United States
Website: certuity.com
Industry: Financial Services
Employees: 39
Founded: 2004
Stock Symbol: CLOSE
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Family Office Multifamily Office Financial Planning Estate Planning Legacy Planning OCIO Services Investment Advisory

About Certuity

Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.

Certuity Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Certuity Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mark Udis	Partner at Certuity	Los Angeles Metropolitan Area, United States	Email Phone
Natashia Rogers	Family Office Director at Certuity	Port St Lucie, Florida, United States	Email Phone
Mariia Eroshin, Cfa, Cfp, Cpa, Mba	Family Office Executive, CEO, CFO, Head	San Francisco Bay Area, United States	Email
Scott Welch, Cima®	Chief Investment Officer at Certuity	Potomac, Maryland, United States	Email Phone