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Mark J.
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+14
Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories. We are boutique by design and an institution by default...
Wealthtech,investech,fintech,private wealth management,family office,digital private wealth management,digitally enabled wealth management platform,financial product marketplace,wealth management,multi asset reporting,multi product order management systems,estate planning,credit solutions,investment product marketplace,digital family office platform,diy platform for single family offices,private wealth management platform for advisors,paas,and saas
Centricity wealthtech operates in the Financial services industry.
Centricity wealthtech's revenue is 11m - 100m
Centricity wealthtech has 201 - 500 employees.
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