What departments does Certuity have?

Certuity has employees across 6 departments including Finance, Marketing, Administrative, Accounting, Business.

What is the largest department at Certuity?

The largest department at Certuity is Finance with 7 employees.

Where are Certuity employees located globally?

Certuity has employees across 1 continents and 1 countries including United States Of America.

How has Certuity's team size changed over time?

Certuity's team has decreased from approximately 41 to 40 employees based on available data.

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Certuity Employee Directory

Q: Who are Certuity's key employees and leadership?

Certuity's key employees include: Cfo & Cco: C. M., Cfo: R. S., President & Partner: R. B..

Financial ServicesFlorida, United States11-50 Employees

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.

Find Certuity employees' phone numbers or email addresses

Certuity Global Highlights

North America
57

United States Of America
57

Certuity's Leadership

C. M.
Cfo & Cco
Mobile Phone
Email
R. S.
Cfo
Mobile Phone
Email
R. B.
President & Partner
Mobile Phone
Email
S. W.
Partner And Chief Investment Officer
Mobile Phone
Email
M. E.
Partner
Mobile Phone
Email
J. B.
Partner
Mobile Phone
Email
M. U.
Partner
Mobile Phone
Email
C. H.
Partner
Mobile Phone
Email

Certuity Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Program & Project Management
Administrative
Other

Contact profiles from Certuity

Name

Title

Contact Info

Location

Last Update

S. W.
Partner And Chief Investment Officer
Mobile Phone
Email
United StatesMaryland
Apr 01, 2026
M. E.
Partner
Mobile Phone
Email
Bay
Apr 01, 2026
J. B.
Partner
Mobile Phone
Email
United StatesFlorida
Apr 01, 2026
R. B.
President & Partner
Mobile Phone
Email
United StatesFlorida
Mar 10, 2026
M. U.
Partner
Mobile Phone
Email
Apr 01, 2026
C. M.
Cfo & Cco
Mobile Phone
Email
United StatesFlorida
Apr 01, 2026
C. H.
Partner
Mobile Phone
Email
Apr 01, 2026
R. S.
Cfo
Mobile Phone
Email
United StatesFlorida
Feb 17, 2026
J. B. C.
Partner
Mobile Phone
Email
Dec 18, 2023
G. A.
Managing Director
Mobile Phone
Email
United StatesGeorgia
Apr 01, 2026

Frequently Asked Questions

What is Certuity known for?

Certuity was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1295 us Highway 1 North Palm Beach, Florida 33408 United States; you can contact the main corporate office by phone at

+1-561-693-****

. Explore Certuity's company overview page for more information.

What is Certuity's most common email format?

Certuity employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certuity email formats with LeadIQ.

How many employees does Certuity have currently?

Certuity has approximately 42 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Certuity's key employees and leadership?

As of April 2026, Certuity's key employees include:

Cfo & Cco: C. M.
Cfo: R. S.
President & Partner: R. B.
Partner And Chief Investment Officer: S. W.
Partner: M. E.

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