Centricity WealthTech

Overview

Centricity WealthTech is a private wealth management platform founded in 2022 and based in New Delhi, India. The company provides investment professionals, single-family offices, and corporate treasuries with efficient and transparent portfolio management solutions.

The company's OneDigital Platform supports over 5,000 financial product distributors across India, enabling independent client portfolio management. Products like One Digital Plus and One Digital Premium offer enhanced portfolio management capabilities, while the Invictus insights engine delivers consolidated reporting and analytical tools for self-directed single-family offices. Centricity emphasizes innovation in Generative AI and InsureTech, and has secured considerable seed funding while focusing on transparency, cost-effectiveness, and technology-driven investment management.

Basic Information

Industry	financial services
Founded	2022
Revenue	135M
Headquarters	GLOBAL BUSINESS PARK 201-203, Mehrauli-Gurgaon Road, TOWER-B, Gurugram, Haryana 122002, India

Contact Details

Phone: +91 96544 46999
Website: centricity.co.in
LinkedIn: linkedin.com/company/centricity-wealthtech

Key Focus Areas & Initiatives

Private wealth management platform
Digital family office solutions
Investment product marketplace
Multi-asset portfolio reporting
Client engagement platform
Portfolio tracking and guardrails
Generative AI in wealth management
Wealth management digital transformation
Consolidated reporting tools
Client analytics
InsureTech solutions
Digital onboarding and KYC
Asset class diversification
AI-powered portfolio optimization
Client portfolio visualization

Technologies Used

AI
Android
Apache
Basis
Bootstrap Framework
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
GoDaddy Hosting
Google Tag Manager
Mobile Friendly
Outlook
React Native
WordPress.org
YouTube

Affiliated Organizations & Regional Branches