Certys Financial Inc. is a financial services firm headquartered in New York City. The company positions itself as a provider of tailored financial solutions for a diverse clientele, including individuals, families, and institutions. Its core services are centered around three main pillars: wealth management, which involves personalized investment strategies and financial planning; investment banking, which includes services like mergers and acquisitions (M&A) advisory and capital raising; and strategic advisory to help businesses navigate complex financial landscapes. The firm is a registered broker-dealer with the Financial Industry Regulatory Authority (FINRA).

Founded in

United States