51
30
Growth Score 51 in past quarter
-15 pts
Heat Score 30 in past quarter
-16 pts
Company Performance Metrics
Score
Trend
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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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599072
Certuity is a financial services firm that offers wealth management, legacy planning, and investment advisory services.
- Scott Welch: Chief Investment Officer
- Giuliano Celle: Managing Director & Head of Institutional WealthPast Role: UBS, Managing Director- Global Families & Institutional Wealth - LatAm/ International
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.