Certuity
Finance · 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
Signal Type
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ZI Rank
2
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1
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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 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
