Centricity WealthTech

Centricity WealthTech

Financial-Services

Gurugram, HARYANA
India
Website
www.centricity.co.in/
Company Tagline

Digital private wealth management platform

Industry Category
Financial-Services
Business Keywords
WealthTech FinTech Financial Services Investment Management Private Wealth Management SAAS Platform Digital Wealth Management InvesTech Family Office Digital Private Wealth Management digitally enabled wealth management platform Financial Product Marketplace Wealth Management multi asset reporting multi product order management systems Estate Planning Credit Solutions Investment Product marketplace digital Family Office platform DIY platform for Single Family Offices Private Wealth Management Platform for advisors PAAS SAAS
Company Description

Centricity WealthTech is a leading financial services provider, dedicated to empowering finance and investment professionals to establish their independent practices. With a focus on delivering a comprehensive SAAS-based investment management platform, Centricity WealthTech incorporates digital transactional capabilities for a diversified product suite.

Centricity WealthTech aims to bring consistency to the family office experience for a spectrum of investors across emerging affluent, affluent, and high-net-worth categories. The platform enables wealth management professionals to focus on their clients’ interests, offering stability and a client-centric approach, free from institutional product pushes. Centricity WealthTech is located at GLOBAL BUSINESS PARK 201-203, Mehrauli-Gurgaon Road Gurugram, TOWER-B, Gurugram, HARYANA 122002, IN.

Centricity WealthTech is committed to providing a digitally enabled wealth management platform, a financial product marketplace, and tools for multi-asset reporting, multi-product order management systems, estate planning, and credit solutions. Centricity WealthTech continues to innovate and expand its offerings, ensuring clients have access to the best-in-class resources and solutions.

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Centricity WealthTech एक प्रमुख वित्तीय सेवा प्रदाता है, जो वित्त और निवेश पेशेवरों को उनकी स्वतंत्र प्रथाओं को स्थापित करने के लिए सशक्त बनाने के लिए समर्पित है। एक व्यापक SAAS-आधारित निवेश प्रबंधन मंच प्रदान करने पर ध्यान केंद्रित करने के साथ, Centricity WealthTech एक विविध उत्पाद सूट के लिए डिजिटल लेनदेन क्षमताओं को शामिल करता है।

Centricity WealthTech का लक्ष्य उभरते हुए धनी, धनी और उच्च निवल मूल्य वाले श्रेणियों में निवेशकों के एक स्पेक्ट्रम के लिए पारिवारिक कार्यालय के अनुभव में स्थिरता लाना है। मंच धन प्रबंधन पेशेवरों को अपने ग्राहकों के हितों पर ध्यान केंद्रित करने में सक्षम बनाता है, संस्थागत उत्पाद धक्का से मुक्त स्थिरता और ग्राहक-केंद्रित दृष्टिकोण प्रदान करता है। Centricity WealthTech ग्लोबल बिजनेस पार्क 201-203, मेहरौली-गुड़गांव रोड गुरुग्राम, टावर-बी, गुरुग्राम, हरियाणा 122002, IN में स्थित है।

Centricity WealthTech एक डिजिटल रूप से सक्षम धन प्रबंधन मंच, एक वित्तीय उत्पाद बाज़ार और बहु-संपत्ति रिपोर्टिंग, बहु-उत्पाद ऑर्डर प्रबंधन प्रणाली, एस्टेट नियोजन और क्रेडिट समाधान के लिए उपकरण प्रदान करने के लिए प्रतिबद्ध है। Centricity WealthTech ग्राहकों को सर्वोत्तम श्रेणी के संसाधनों और समाधानों तक पहुंच सुनिश्चित करते हुए, नवाचार और अपनी पेशकशों का विस्तार करना जारी रखता है।

हम Centricity WealthTech के प्रबंधक को हमारे मंच पर एक अनुकूलित और विशिष्ट कंपनी शोकेस और उत्पाद लिस्टिंग बनाने के लिए आमंत्रित करते हैं।

Key Personnel / Employees
VIKASH RANJAN CFP Mudit Chaturvedi Rashmi S. Kashyap Ishkaran Chhabra

Compare Companies Side by Side

Compare Centricity WealthTech with 3 companies in Financial-Services

4 Companies
Comparison Field
Centricity WealthTech
Centricity WealthTech
Main Company
Client Associates
Client Associates
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The Wealth Mosaic
The Wealth Mosaic
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Collation.AI
Collation.AI
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Founded Year
— 2002 2017 2023
Company Size
— 201-500 2-10 2-10
City
Gurugram, HARYANA Gurugram, Haryana London, England Stamford, Connecticut
Country
India India United Kingdom United States
Skills & Keywords Comparing with main company
23 Total Skills
WealthTech FinTech Financial Services Investment Management Private Wealth Management SAAS Platform Digital Wealth Management InvesTech Family Office Digital Private Wealth Management digitally enabled wealth management platform Financial Product Marketplace Wealth Management multi asset reporting multi product order management systems Estate Planning Credit Solutions Investment Product marketplace digital Family Office platform DIY platform for Single Family Offices Private Wealth Management Platform for advisors PAAS SAAS
10 Total 1 Common 9 Unique
Match 4%
Common Skills:
Financial Services
Unique Skills:
Advisory Family office private International wealth management Investment Banking Mortgages Multi Family Office +3
17 Total 17 Unique
Unique Skills:
Broker Dealers Content Creation Directory External Asset Managers Family Offices Independent Financial Advisors +11
16 Total 1 Common 15 Unique
Match 4%
Common Skills:
Investment Management
Unique Skills:
Accountants AI Artificial Intelligence Backoffice Client Reporting Data Aggregation +9
4
Total Companies
2002
Oldest Founded
3
Countries
64
Unique Skills

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Alternative Company Names

This company is also known as

Centricity WealthTech 森特里奇财富科技 सेंट्रिसिटी वेल्थटेक سينتريسيتي ويلث تيك সেন্ট্রিসিটি ওয়েলথটেক Сентрисити ВелтТек