Join Certuity

Certuity empowers you to generate wealth and enhance your career on your own terms.

Be Empowered

Each Certuity advisor is empowered to build a business to fit their lifestyle, and we provide the tools and support to make this a reality.

Generate Wealth

Our typical compensation package includes a base salary with quarterly revenue payouts. Revenue payouts do not reset annually.

Best Benefits

Each Certuity advisor has access to a dedicated marketing team, a world-class technology platform, paid medical and dental insurance, 401(K) and expense reimbursements.

Enhance Your Career

We offer continued education opportunities, one-on-one coaching and ongoing career development.

Advisor Platform

Full service wealth management and family office platform tailored to meet the customized needs of your clients.

Learn more
  • Open architecture investment platform
  • Family office services
  • Alternative investments
  • Fiduciary standard
  • Financial planning
  • Consolidated performance & tax reporting
  • Institutional custodian access
  • Exceptional margin lending rates
  • Marketing and public relations

*Offered for qualified clients only

World-Class
Team

Recognized by leading financial publications, including Barron’s, Forbes, The Financial Times, Financial Advisor Magazine and the Los Angeles Business Journal.

View recognition

 

Marketing & Sales

Personalized and customized marketing platform. Features include:

Learn more
  • Corporate branding and marketing materials
  • Personalized advisor marketing materials
  • Targeted marketing campaigns
  • Advisor management reports
  • Client data analytics
  • Customized CRM
  • Prospect data mining
  • Content management

Robust Technology

Designed to enhance the quality of life of advisors and clients.

Learn more
  • Consolidated performance & tax reporting
  • Secure document vault
  • Electronic signatures
  • Operational workflows
  • Prospect data mining
  • Customized CRM
  • Advisor management reports
  • Financial planning
  • Content management & analytics
  • Marketing automation

Are you an advisor looking for a new home?

complete questionnaire

Are you an existing RIA?

Find out how we can work together.

Utilize our platform

Next

Contact Us