Certuity
Highly Engaged Employees
Highly Engaged EmployeesFinance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1295 US Highway 1 Fl 3, North Palm Beach...Phone Number
(561) 693-3255Website
www.certuity.comRevenue
<$5 MillionIndustry
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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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2005
AO
Andrea Olsen-CondonPresident & Chief Investment Officer & Tanglewood Registered Securities Principal (Lpl Financial)
Certuity Tech Stack
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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
