Certuity
Certuity is a North Palm Beach-based multi-family office founded in 2003 that provides wealth management, investment advisory, and legacy planning services to high-net-worth and ultra-high-net-worth individuals, managing multiple billions in AUM.
- Company typePrivate
- Founded2003
- HeadquartersNorth Palm Beach, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Certuity does
Certuity is a North Palm Beach, Florida-based multi-family office founded in 2003 that provides wealth management, investment advisory, legacy planning, and multi-family office services to high-net-worth and ultra-high-net-worth individuals and families. The firm operates as a unified advisory practice rather than a modular software platform, with core offerings spanning investment management, corporate development advisory, private funds reporting, and technology-enabled investment analysis. Under President and Partner Rich Bursek, who joined in 2012, the firm has grown assets under management from approximately $500 million to multiple billions, and has recently extended into institutional wealth via a new Managing Director hire (Giuliano Celle, October 2025).
The business model is fee-based wealth advisory revenue tied to assets under management, with pricing not publicly disclosed but structured around the standard multi-family office model for HNW/UHNW clients. The firm runs an 11-50 person team led by President Rich Bursek and CIO Scott Welch, and has invested in operational buildout through strategic hires in corporate development, private funds reporting, and technology/AI. Discretionary public-equity portfolio activity is evidenced by Q4 2025 holdings across ETFs, energy, staples, healthcare, and small-cap value names, consistent with a diversified multi-asset mandate. There is no evidence of a proprietary technology platform, API, or external product distribution — Certuity is fundamentally a relationship-driven advisory practice that is selectively layering technology and institutional capabilities onto its core wealth management franchise.
Certuity firmographics
Firmographics- Name
- Certuity
- Legal name
- Certuity LLC
- Website
- https://certuity.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Certuity is a North Palm Beach-based multi-family office founded in 2003 that provides wealth management, investment advisory, and legacy planning services to high-net-worth and ultra-high-net-worth individuals, managing multiple billions in AUM.
- Ownership category
- akta.pro rank
Certuity industry classification
Industry- Product category
- Multi-family Office Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Investors, Nec (6799)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Certuity is headquartered
LocationHeadquarters
- HQ city
- North Palm Beach
- HQ country
- United States
- HQ region
- North America
Markets served
Certuity business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Certuity product offering
Product offeringCore offering
Certuity is a multi-family office that delivers wealth management, investment advisory, and legacy planning services to high-net-worth and ultra-high-net-worth individuals and families. The firm manages multiple billions in assets and offers sophisticated strategies including exchange funds for stock-concentration risk, diversified portfolio construction, private funds reporting, corporate development advisory, and technology- and AI-enabled investment analysis as an integrated service model rather than a modular software platform.
Product overview
Certuity operates as a multi-family office offering wealth management services to high-net-worth and ultra-high-net-worth individuals. The firm provides investment management, corporate development advisory, private funds reporting, and technology/AI-enabled investment analysis services. The company has grown from approximately $500 million to multiple billions in assets under management under President and Partner Rich Bursek. The offering is a unified service model rather than a modular software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Wealth Management Services
Companies that use Certuity
Customer profileSegments2 records
Ideal customer profiles2 records
Certuity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Certuity partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights5 records
Certuity competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Pure-play multi-family office serving UHNW families with investment management, trust, and estate services — Certuity's closest direct peer in business model and client segment.
- Glenmede: Independent multi-family office and investment manager serving UHNW families and endowments, comparable to Certuity in size, fee model, and integrated wealth/trust capabilities.
Broad incumbents
- Wilmington Trust (M&T Bank Wealth): Established wealth advisory and trust company serving UHNW clients, comparable service set to Certuity but operating inside a larger bank-owned wealth platform.
- Northern Trust Wealth Management: Large incumbent wealth manager with multi-family office capabilities for UHNW clients and a global institutional asset servicing business — overlaps with both of Certuity's individual and emerging institutional platforms.
- Goldman Sachs Private Wealth Management: Bulge-bracket private wealth platform serving UHNW families with investment advisory and capital markets capabilities, competing for the same client wallet as Certuity.
- Brown Brothers Harriman (Wealth Management): Private partnership providing multi-family office and trust services to UHNW families, comparable to Certuity in fiduciary orientation and client profile.
- BNY Mellon Wealth Management: Large bank-affiliated wealth manager with multi-family office capabilities for UHNW clients, overlapping with Certuity's investment advisory and estate services.
Emerging players
- Cresset Capital: Independent multi-family office and RIA serving HNW and UHNW clients, comparable to Certuity in boutique scale and growth-oriented positioning.
- Beacon Pointe Advisors: Fast-growing RIA and multi-family office with comprehensive wealth planning services, comparable to Certuity in fee-based model and HNW/UHNW focus.
- Corient: National multi-family office serving UHNW clients with investment management and wealth planning — comparable growth-stage peer to Certuity.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Certuity social profiles
Digital presenceCertuity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Certuity leadership team
Management profileNumber of profiles
Profiles8 records
Certuity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Certuity M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Certuity
What does Certuity do?
Certuity is a multi-family office that delivers wealth management, investment advisory, and legacy planning services to high-net-worth and ultra-high-net-worth individuals and families. The firm manages multiple billions in assets and offers sophisticated strategies including exchange funds for stock-concentration risk, diversified portfolio construction, private funds reporting, corporate development advisory, and technology- and AI-enabled investment analysis as an integrated service model rather than a modular software platform.
Is Certuity a public or private company?
Certuity is a private company. It is classified as management employee owned and is currently operating.
When was Certuity founded?
Certuity was founded in 2003. It employs 11 to 50 people.
Where is Certuity based?
Certuity is headquartered in North Palm Beach, United States, in the North America region.
Who are Certuity's main competitors?
Direct peers on record are Bessemer Trust and Glenmede. Broad incumbents are Wilmington Trust (M&T Bank Wealth), Northern Trust Wealth Management, Goldman Sachs Private Wealth Management, Brown Brothers Harriman (Wealth Management) and BNY Mellon Wealth Management. Emerging players are Cresset Capital, Beacon Pointe Advisors and Corient.
Does Certuity have an API?
No public API is recorded for Certuity.
What industry is Certuity in?
Certuity's product category is Multi-family Office Wealth Management. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.