Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.
| Website | https://certuity.com/ |
| Revenue | $7.3 million |
| Employees | 42 (32 on RocketReach) |
| Founded | 2004 |
| Address | 1295 US Highway 1, North Palm Beach, Florida 33408, US |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Guidance, Investment Advisor, Registered Investment Advisor, Fiduciary Services, Financial Planning, Portfolio Management, Estate Planning, Tax Planning, Retirement Planning, Investment Management, Wealth Preservation, High Net Worth, Entrepreneurs, Business Leaders, Family Office Services, Financial Consulting, Holistic Financial Planning, Independent Financial Advisor |
| Competitors | Lemonade, Zywave, Next Insurance, Root Inc., Vouch Insurance, CoverWallet, an Aon company, Clearcover, Bold Penguin, Corvus Insurance, Nsure Inc. +34 more (view full list) |
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Certuity Questions
The Certuity annual revenue was $7.3 million in 2026.
Rita Soto is the CFO of Certuity.
32 people are employed at Certuity.
Certuity is based in North Palm Beach, Florida.
Top Certuity Employees
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Rita Soto
CFO at Certuity
Palm Beach Gardens, FL, US45+ -
Scott Welch
Partner and Chief Investment Officer at Certuity
Potomac, MD, US55+ -
Mark Udis
Partner at Certuity
Los Angeles, CA, US45 -
Jayson Brown
Partner at Certuity
Fort Lauderdale, FL, US33 -
Mariia Eroshin
Partner at Certuity
United States52 -
Constantine Hatzivassiliou
Partner at Certuity
Florida, United States23 -
Holly Workman
Associate Director at Certuity
Palm Beach Gardens, FL, US31 -
Sonia Hamilton
Marketing Director at Certuity
New York, NY, US24
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