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


The Advisor Platform

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






  • 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
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:






  • 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.






  • Consolidated performance and tax reporting
  • Secure document vault
  • Electronic signatures
  • Operational workflows
  • Prospect data mining




  • Customized CRM
  • Advisor management reports
  • Financial planning
  • Content management and analytics
  • Marketing automation
Are you an advisor looking for a new home?
Are you an existing RIA?

Find out how we can work together.