Certus Wealth Management

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

(416) 595-9191

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Certus Wealth Management

Certus Wealth Management is an independent Registered Investment Advisor that specializes in customized financial planning and investment management services. The firm is dedicated to empowering clients with the knowledge and tools needed to make informed financial decisions, focusing on their best interests as fiduciary advisors. Their services include retirement planning, estate planning, investment management, and more, tailored to meet the unique needs of each client. Certus Wealth Management aims to build strong relationships with clients to help them achieve their financial goals and secure their future.Explore more
Certus Wealth Management's Social MediaPopular SearchesCertus Wealth ManagementMA Private WealthSIC Code 62,628NAICS Code 52,523Show more

Certus Wealth Management Org Chart

PhoneEmail
JH

Founder

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Certus Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Certus Wealth Management

Compare insights from companies similar to Certus Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Certus Wealth Management

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Certus Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Certus Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Certus Wealth Management.

Certus Wealth Management Tech Stack

A closer look at the technologies used by Certus Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Certus Wealth Management

What is Certus Wealth Management's official website?
Certus Wealth Management's official website is www.certuswealthmanagement.com
What is Certus Wealth Management's Revenue?
Certus Wealth Management's revenue is <$5 Million
What is Certus Wealth Management's SIC code?
Certus Wealth Management's SIC: 62,628
What is Certus Wealth Management's NAICS code?
Certus Wealth Management's NAICS: 52,523
How many employees does Certus Wealth Management have?
Certus Wealth Management has 1-10 employees
What industry does Certus Wealth Management belong to?
Certus Wealth Management is in the industry of: Finance, Securities Trading
What is Certus Wealth Management competition?
Certus Wealth Management top competitors include: Tetrault Wealth Advisory Group, Investment Planning Counsel, Theresa Bartley - Investment Planning Counsel, Investment Planning Counsel
What technology does Certus Wealth Management use?
Some of the popular technologies that Certus Wealth Management uses are: Proofpoint, HubSpot, Microsoft 365, Google Tag Manager
How do I contact Certus Wealth Management?
Certus Wealth Management contact info: Phone number: (416) 595-9191 Website: www.certuswealthmanagement.com
What does Certus Wealth Management do?

Certus Wealth Management is an independent Registered Investment Advisor that specializes in customized financial planning and investment management services. The firm is dedicated to empowering clients with the knowledge and tools needed to make informed financial decisions, focusing on their best interests as fiduciary advisors. Their services in... clude retirement planning, estate planning, investment management, and more, tailored to meet the unique needs of each client. Certus Wealth Management aims to build strong relationships with clients to help them achieve their financial goals and secure their future.Read More

What are Certus Wealth Management social media links?
Certus Wealth Management Linkedin page
Is Certus Wealth Management a public company?
Certus Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Certus Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.