About Certuity
Certuity is a company based in North Palm Beach (United States) founded in 2003. It operates as a B2B, and B2C. Certuity offers products and services including Wealth Management, Alternative Investments, Family Office Services, Legacy Planning, and OCIO Services. Certuity operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter North Palm Beach, United States
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Certuity, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Products & Services of Certuity
Certuity offers a comprehensive portfolio of products and services, including Wealth Management, Alternative Investments, Family Office Services, Legacy Planning, and OCIO Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides strategies for wealth preservation and growth for clients
Manages non-traditional assets for high-net-worth individuals
Offers comprehensive planning for family finances and legacies
Assists in estate and succession planning for wealthy families
Outsourced investment management for institutional clients
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Funding Insights of Certuity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Certuity
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Certuity
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Certuity Comparisons
Competitors of Certuity
Certuity operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Certuity
Frequently Asked Questions about Certuity
When was Certuity founded?
Certuity was founded in 2003.
Where is Certuity located?
Certuity is headquartered in North Palm Beach, United States. It is registered at North Palm Beach, Florida, United States.
What does Certuity do?
Certuity is a financial services firm focused on wealth management, alternative investments, and family office services. It delivers personalized strategies for preserving wealth and planning legacies for high-net-worth individuals and families. Operating in the United States, with offices in Florida, New York, and California, the company emphasizes high-touch advisory and investment support to ensure long-term financial stability and peace of mind.
Who are the top competitors of Certuity?
Certuity's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Certuity offer?
Certuity offers Wealth Management, Alternative Investments, Family Office Services, Legacy Planning, and OCIO Services.