Centricity offers a digital wealth management platform that connects investors with asset managers through a marketplace for investment products and advanced portfolio reporting tools. This platform enables financial professionals to provide tailored investment intelligence and services, enhancing transparency and accessibility in wealth management.
Funding
$23.8M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Investors, wealth managers, and asset managers often struggle to efficiently connect and access a diverse range of investment products and portfolio reporting tools. Traditional wealth management platforms may lack transparency and accessibility, hindering the ability to provide tailored investment intelligence and services.
Solution
Centricity offers a digital wealth management platform designed to bridge the gap between investors, wealth managers, and asset managers. The platform provides a marketplace for investment products across various asset classes, coupled with advanced portfolio reporting tools. This infrastructure enables financial professionals to deliver tailored investment intelligence and services, enhancing transparency and accessibility in wealth management for self-directed single-family offices and their existing wealth systems. Centricity offers different engagement solutions, including One Digital, One Digital Plus, and One Digital Premium, to cater to diverse partner needs.
Target Audience
Centricity primarily targets investors, wealth managers, asset managers, and self-directed single-family offices seeking a comprehensive digital wealth management platform.
Features
- Digital distribution infrastructure across asset classes and products.
- Insights engine to democratize investment intelligence.
- Consolidated reporting, analytical, and review tools for single-family offices.
- Differentiated and neutral product listing.
- Access to value-added services.