Siloed advisors who only look when you ask? One unified team with AI watching 24/7 and experts acting instantly — proactive, not reactive.
Today, David owns the vineyard — and a wealth plan that finally works as hard as he does.
How it works:
Real Estate Trust
Trust
Green Energy Ventures
Investment
We map your current estate
We collect the key data across jurisdictions — income, assets, liabilities, company structures, trusts, family ties — to form a clear, up-to-date picture of your financial world.
That's how real wealth is built.
Traditional advisors check your portfolio once a quarter — if that.
Centry runs 24/7, monitoring your financial world, global markets, and policy shifts in real time. Because your money doesn't stand still — and neither do we.
Always-on, not once-a-month
We don't "check in." Our systems continuously track risk, opportunity, and portfolio performance — and alert when it matters.
Global, not just local
Objective, not incentivised
We don't push products or chase commissions. Our only goal is what's best for you — always.
Exclusive, not ordinary
We unlock opportunities normally reserved for the ultra-wealthy — and use the collective power of our customers and partners to secure better access and terms.
5 step wealth process
1
Connect your data
PDFs, emails, brokerage APIs, we can read it all to get a full picture of your personal context and wealth.
2
Analyze with AI
Our engine crunches the numbers — scanning for inefficiencies, exposure, and alpha.
3
Surface risks and opportunities
From market shifts to structural blind spots, we proactively highlight what matters before it becomes urgent.
4
Generate recommendations
You get clear, data-driven and actionable insights that are reviewed by our team before being served to you.
5
Execute with confidence
We help you act — coordinating execution across accounts and jurisdictions.
Get up and running in weeks.
Implementation shouldn’t take months or even years.
Centry
Running in days
Traditional Wealth Management
Weeks to
implement
From Complexity to Clarity
Milestones that turn plans into results

Pricing
Privacy
Security
Join the founders, families, and professionals already using Centry to optimise life—not just spreadsheets.
No commitment required.
Book a 30-minute consultation to explore how Centry can optimize your financial ecosystem.









