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.