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.
Company Details
- Employees
- 39
- Founded
- -
- Address
- 1295 Us Highway 1, North Palm Beach,florida 33408,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://certuity.com/
- Keywords
- Wealth Management, Family Office, Multifamily Office, Financial Planning, Estate Planning, Legacy Planning, OCIO Services, Investment Advisory.
- HQ
- North Palm Beach, Florida
Certuity Questions
Certuity's website is https://certuity.com/
Certuity's LinkedIn profile is https://www.linkedin.com/company/certuity
Certuity has
39 employees.
View email and phone details for 39
employees at Certuity.
Certuity's industry is
Financial Services
Certuity's top competitors are
Glasfunds,
Fort Point Capital Partners,
Ria Catalyst,
Validus Capital,
Serenus Wealth Advisors,
Cresset,
Light Cap,
Westmount Partners,
Ieq Capital,
Cerity Partners.
Certuity's categories are Financial Services
Certuity's founding year is 2004
