Revolutionizing wealth management with AI.
Centry is redefining wealth management. By synergizing advanced AI technology with expert financial perspectives, we offer bespoke strategies, primarily targeting individuals with $1M+ in liquid assets. We fill an existing gap in traditional wealth management, which mainly serves ultra-high-net-worth individuals. At Centry, we ensure enhanced returns, optimized growth and democratized access to refined financial services.
Mission: Scale AI-driven wealth management for clients. Vision: Democratize family office returns for the underserviced affluent market.
Our customers are individuals with over $1M in liquid assets seeking optimized, democratized financial strategies.
Our product addresses the gap in financial advisory services for affluent individuals who, with assets under $100M, are underserved by multi-family offices but too large for traditional advisors. This lack of specialized service can cause a decrease of up to 80% in potential wealth growth over time.
The problem is severe as affluent individuals risk losing up to 80% potential growth due to subpar advisory services and limited access.
Our solution is an AI-driven family office for those with $1M+ assets. By merging technology and expert insights, we democratize premium financial strategies to scale wealth efficiently.
Advanced AI technology, machine learning, big data analytics and proprietary algorithms.
Centry combines AI-driven automation with expert human oversight to create personalized financial strategies, optimize tax planning, and provide deal flow access for $1M+ investors at scale.
Our customers secure elite wealth management, optimized tax strategies, better returns and exclusive deal flow—yielding results previously unattainable for $1M+ investors.
We estimate the market size for which our solution is designed in monetary terms as follows
Is our goal in the next 3 years
My key role is COO and I'm responsible for overseeing the day-to-day administrative and operational functions of our startup.
Brad is our CEO, a serial fintech founder with expertise in AI and actuarial science. Co-founded Jago bank ($2bn value) and RelyComply; startups sold to major insurers.
Our main competitors are Compound Planning and Kairos Arta. Besides, traditional wealth managers, independent financial advisers (IFAs), robo-advisors, and portfolio aggregators pose a threat to our market share.
Centry merges AI with expert guidance, offering boutique wealth management to $1M+ investors. Unlike others, we scale personalized strategies and give access to exclusive opportunities. Our tech-driven precision ensures efficiency and unmatched results.
AUM fees 0.4% of assets managed Placement fees 1% on syndicated deals Lending spread 1% on base rate Advisory automation fees 40% of automated workflow fees. 10% of assisted workflows fees.
First client onboarded and using platform Multiple commitment agreements secured from target customers Professional services partnership in negotiation stage Lending partnership advancing with institutional balance sheet provider 4 Multi-Family Office managers in active discussions
Our startup has successfully reached a significant milestone; we are now entirely self-sustaining and have achieved break-even status, resulting in solid financial footing while ensuring our venture's longevity without external funding.
Our startup thrives on product metrics, focusing closely on user engagement and retention. Our customer base is diverse with steadily growing assets under management (AUM), as we prioritize value creation for our stakeholders.
Our company incorporated in
singapore
The main risks of my startup include the regulatory complexities in financial services, data privacy concerns linked to use of AI, potential technological failures and misjudgments by AI models leading to customer dissatisfaction, and stiff competition in fintech sector.
$
20000
We raised investments
founders
$
5000000
Currently, we are raising investments
$
2500000
Estimated pre-investment valuation of the company
