Certuity
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1295 Us Hwy 1 Fl 3, North Palm Beach, Fl...Phone Number
(561) 693-3253Website
www.certuity.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Certuity
Certuity is a nationally-recognized wealth management firm and multifamily office that caters to high-net-worth families. As a Registered Investment Advisor, they provide fiduciary services including wealth management, tax strategies, alternative investments, and legacy planning. The firm is dedicated to delivering customized financial strategies in a boutique, high-touch service environment. Their primary clients are high-net-worth individuals, families, and family offices seeking to preserve wealth and empower their legacies.Explore more
Certuity Org Chart
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Certuity is experiencing very low activity levels compared to other companies in the Finance sector.
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Certuity Tech Stack
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Certuity News & Media
Certuity CIO Explains Firm's Focus on Consistent Returns - Wealth Management
Scott Welch details how the RIA allocates for its extra-wealthy client base.Certuity: Focusing on Consistent Performance Over Time
Certuity Partner and CIO Scott Welch believes some international equity exposure helps build all-weather portfolios, with more consistent performance over time.Silicon Valley Business Journal Recognizes Certuity Partner Mariia Eroshin as a Woman of Influence
MOUNTAIN VIEW, CALIF.--(BUSINESS WIRE)--Certuity Partner Mariia Eroshin, CFA, CPA, CFP®, MBA has been recognized by the Silicon Valley Business Journal as a Woman of Influence for 2025. Eroshin is a Partner at Certuity and head of Certuity’s Mountain View office and has more than 20 years of experience serving ultra-high-net-worth families, foundations, endowments, family offices, and attorneys. “Mariia represents the client-centered approach that defines Certuity. We're proud to see her recognCertuity Names Constantine Hatzivassiliou as Partner
NORTH PALM BEACH, Fla.--(BUSINESS WIRE)--Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Managing Director Constantine Hatzivassiliou to Partner. Hatzivassiliou has more than 25 years of expertise in investment management, banking, financial planning, and family office services and has resided in south Florida for over 35 years. Since joining Certuity in 2014, he has played a pivotal role in ex
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Certuity is a nationally-recognized wealth management firm and multifamily office that caters to high-net-worth families. As a Registered Investment Advisor, they provide fiduciary services including wealth management, tax strategies, alternative investments, and legacy planning. The firm is dedicated to delivering customized financial strategies i... Read More
