Key facts
- Notable investors include Nicklaus Brown & Co.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Certuity
- ·The full record, as it builds
Funding rounds
No funding rounds for Certuity are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Certuity
Provider of multifamily office and wealth management advisory services designed for comprehensive financial planning and legacy support. The company provides holistic wealth management, family office services, independent fiduciary guidance, access to alternative investments, and personalized financial strategies, enabling high net worth individuals and families to manage, preserve, and grow their assets with structured planning and long-term financial clarity.
- Sector
- Financial Services
- HQ
- North Palm Beach, FL, United States
- Founded
- 2004
- Employees
- 43
- Website
- certuity.com/
- Ownership
- Privately Held (backing)
Certuity doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Certuity shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Certuity in its N-PORT filings yet. We sweep new filings monthly.