Centricity WealthTech, a platform designed to empower finance and investment professionals to establish independent practices, has closed its Series A funding round, raising $30.0M. The investment was secured from backers including MUFG and Susquehanna International Group.
Founded in January 2022, Centricity aims to deliver a comprehensive SaaS-based investment management platform, complete with digital transactional capabilities for a diversified product suite. The company focuses on enabling wealth management professionals to prioritize client interests, offering a consistent family office experience for a spectrum of investors.


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