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Certuity Appoints Scott Welch As Chief Investment Officer

PRIVATEJun 24, 2024•almost 2 years ago

Position

Chief Investment Officer

Company

Certuity

Scott Welch
FloridaFinancial Services

Description

Certuity announced the appointment of Scott Welch as the Chief Investment Officer. With over 25 years of investment experience, Mr. Welch previously served as the Chief Investment Officer at WisdomTree and Dynasty Financial Partners.

Company Information

Company

Certuity

Location

1295 US Highway 1

Florida, United States

About

Certuity is a multi-family office and SEC registered investment adviser (RIA) that manages more than $4 billion in assets and provides a holistic approach to wealth management, legacy planning, and family office and investment consulting services to high- and ultra-high-net-worth families, founders, business owners, entrepreneurs and select institutions.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.