Centricity

Centricity is a digital private wealth management platform that leverages advanced technology to bridge the gap among investors, wealth managers, and asset managers. The company operates in the wealth management market, providing a suite of products designed to meet the needs of investment professionals and self-directed single-family offices (SFOs). Centricity's core offerings include OneDigital, a digital distribution infrastructure across asset classes and products, and Invictus, an insights engine aimed at democratizing investment intelligence. The business model revolves around offering tiered solutions such as OneDigital Plus and OneDigital Premium, which provide enhanced and comprehensive engagement options for their valued partners. Centricity generates revenue through subscription fees and service charges for its digital solutions, catering to a diverse clientele that includes individual investors, family offices, and professional wealth managers. The platform's key features include consolidated reporting, analytical review tools, and a differentiated and neutral product listing, all designed to exceed client expectations.

Keywords: digital wealth management, investment intelligence, asset managers, wealth managers, investors, OneDigital, Invictus, SFOs, financial technology, subscription-based.