About Certuity
Certuity is a wealth management firm and multifamily office that provides services for high-net-worth families, entrepreneurs, and business leaders. It offers wealth management, tax strategy, private investments, and legacy planning.
Certuity is a wealth management firm and multifamily office specializing in services for entrepreneurs, business leaders, and high-net-worth families. The firm provides an integrated approach, combining wealth management, tax strategy, private investments, and legacy planning. Owned by its employees and ultra-high-net-worth families, Certuity operates as a fiduciary, tailoring its services to client needs. Their offerings include custom portfolio strategies, family office services, and OCIO consulting. They serve various client types, including founders, multigenerational families, high-income professionals, and executives, helping them navigate financial complexity, growth, and generational wealth transfer. The firm has multiple office locations across the United States.
Pros & Cons
- Provides integrated services including wealth management, tax strategy, and legacy planning.
- Serves a specialized clientele of entrepreneurs, high-net-worth families, and executives.
- Operates as a fiduciary, aligning its interests with clients.
- Offers access to private and alternative investments.
- Maintains multiple office locations across the United States.
- Services are tailored to ultra-high-net-worth individuals and families, making it inaccessible for a broader audience.
- No public information on pricing or fees for services.
- The firm's offerings are complex and may not be suitable for those with simpler financial needs.
Features
Key features
Provides a unified view of investments, banking accounts, real estate, insurance, and other financial assets.
Supports investment monitoring, asset allocation, portfolio construction, and ongoing investment oversight.
Helps clients monitor their total financial position across different asset classes and accounts.
Additional features
Through ALTS+, provides access to curated private equity, private credit, venture capital, real estate, and specialised investment opportunities.
Consolidates investment performance information to help clients evaluate their financial progress.
Stores important financial documents, including estate plans, insurance policies, tax documents, and trust records.
Integrates with DocuSign to enable secure electronic signing of documents.
Supports tax-aware investment decisions, tax-loss harvesting, and strategies for managing concentrated stock positions.
Helps families develop strategies for preserving wealth and transferring assets across generations.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Certuity
Certuity is a wealth management firm and multifamily office that provides services for high-net-worth families, entrepreneurs, and business leaders. It offers wealth management, tax strategy, private investments, and legacy planning.
Certuity Details
Certuity's In-App Market Place
Does Certuity have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), CAD (C$), AUD (A$), CHF (CHF), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Provides integrated services including wealth management, tax strategy, and legacy planning.
- Serves a specialized clientele of entrepreneurs, high-net-worth families, and executives.
- Operates as a fiduciary, aligning its interests with clients.
- Offers access to private and alternative investments.
- Maintains multiple office locations across the United States.
- Services are tailored to ultra-high-net-worth individuals and families, making it inaccessible for a broader audience.
- No public information on pricing or fees for services.
- The firm's offerings are complex and may not be suitable for those with simpler financial needs.
Certuity's Support Options
Contact
(561) 693-3255Certuity's Alternatives
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