Certuity Employee Directory

Q: What is Certuity known for?

Certuity was founded in 2004. Certuity operates in the Financial Services industry.

Q: How many employees does Certuity have currently?

Certuity has approximately 37 employees.

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
55

United States Of America
55

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

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

Contact profiles from Certuity

Name

Title

Contact Info

Location

Last Update

G. A.
Managing Director
Mobile Phone
Email
United StatesFlorida
Dec 10, 2025
M. P.
Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
S. H.
Marketing Director
Mobile Phone
Email
United StatesNew York
Dec 11, 2025
A. S.
Controller, Private Funds
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
H. P.
Director Of Alternative Investments
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
E. R.
Associate Director, Financial Reporting
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
H. W.
Associate Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
M. N.
Director
Mobile Phone
Email
United StatesTennessee
Dec 16, 2025
R. O.
Associate Director Of Private Funds Reporting
Mobile Phone
Email
United StatesFlorida
Sep 10, 2025
N. R.
Family Office Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025

Frequently Asked Questions

What is Certuity known for?

Certuity was founded in 2004 operates in the Financial Services industry; 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 37 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Certuity's key employees and leadership?

As of December 2025, 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.