Company profile

Centricity WealthTech

Digital private wealth management platform

Industry
Financial Services
Employees
659
Headquarters
Gurugram, HARYANA
Founded
2022
LinkedIn followers
20,033
Office locations
1

Centricity WealthTech company summary

Centricity WealthTech is a company in the Financial Services industry, headquartered in Gurugram, HARYANA, founded in 2022. On LinkedIn the company has around 659 employees and 20,033 followers. Its listed specialties include WealthTech, InvesTech, FinTech, Private Wealth Management, Family Office.

What technology does Centricity WealthTech use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Centricity WealthTech

Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories. We are boutique by design and an institution by default.

Specialties

WealthTechInvesTechFinTechPrivate Wealth ManagementFamily OfficeDigital Private Wealth Managementdigitally enabled wealth management platformFinancial Product MarketplaceWealth Managementmulti asset reportingmulti product order management systemsEstate PlanningCredit SolutionsInvestment Product marketplacedigital Family Office platformDIY platform for Single Family OfficesPrivate Wealth Management Platform for advisorsPAASSAAS

Where is Centricity WealthTech located?

Centricity WealthTech lists 1 location.

Gurugram, HARYANA, INHQ
GLOBAL BUSINESS PARK 201-203, Mehrauli-Gurgaon Road Gurugram,

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Frequently asked questions about Centricity WealthTech

What does Centricity WealthTech do?

Founded in January 2022, Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS based investment management platform including digital transactional capabilities for a diversified product suite. Wealth management professionals prefer focusing on their clients’ interests and not their employers ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in consistency of the family office experience for a spectrum of investors across emerging affluent, affluent and high net worth categories. We are boutique by design and an institution by default.

How many employees does Centricity WealthTech have?

Centricity WealthTech has around 659 employees on LinkedIn.

Where is Centricity WealthTech headquartered?

Centricity WealthTech is headquartered in Gurugram, HARYANA.

When was Centricity WealthTech founded?

Centricity WealthTech was founded in 2022.

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