Basic info
Industry
financial services
Sectors
Wealth Management
DIY platform for Single Family Offices
Credit Solutions
multi asset reporting
Financial Product Marketplace
WealthTech
Private Wealth Management Platform for advisors
multi product order management systems
Estate Planning
Family Office
digitally enabled wealth management platform
Digital Private Wealth Management
SAAS
PAAS
InvesTech
Service Industry
FinTech
Private Wealth Management
Investment Product marketplace
digital Family Office platform
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