Certuity - Crunchbase Company Profile & Funding

Overview

Certuity

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Certuity

CB Rank

599072

Certuity is a financial services firm that offers wealth management, legacy planning, and investment advisory services.

Founded

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Private

North Palm Beach, Florida, United States

11-50

certuity.com

Finance

Financial Services

Wealth Management

Key People

Scott Welch: Chief Investment Officer
Giuliano Celle: Managing Director & Head of Institutional Wealth
Past Role: UBS, Managing Director- Global Families & Institutional Wealth - LatAm/ International

Details

Legal Name

Certuity, LLC

Operating Status

Active

Company Type

For Profit

About the Company

Certuity is a financial services company that offers a comprehensive approach to wealth management and legacy planning. The company caters to high-net-worth individuals, families, and family offices, providing customized strategies for wealth preservation and legacy planning. Certuity's services include investment advisory and brokerage

services, with the company registered with the Securities and Exchange Commission (SEC) as an investment adviser.

Phone Number

1 (561) 693-3255

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Dynamic Wealth Management Strategies

Provides tailored investment advice and portfolio construction to preserve and grow client wealth, including estate and tax planning, risk management, and executive compensation planning.

Alts Plus Fund

An evergreen alternative investment fund providing qualified high-net-worth investors access to diversified private market opportunities with consolidated reporting and reduced minimums.