Basic info
Industry
financial services
Sectors
DIY platform for Single Family Offices
Service Industry
digitally enabled wealth management platform
multi product order management systems
Investment Product marketplace
PAAS
SAAS
multi asset reporting
Family Office
InvesTech
Financial Product Marketplace
Private Wealth Management Platform for advisors
Private Wealth Management
Digital Private Wealth Management
Wealth Management
Estate Planning
digital Family Office platform
FinTech
Credit Solutions
WealthTech
Date founded
2022
Funding rounds raised
Total raised
$4M
from 1 investors over 1 rounds
C
Centricity WealthTech raised $4M on September 14, 2022
Investors: Burman Family Holdings