Everyone deserves access to the best financial planning tools and advice.
Whether you're a beginner just starting out, a seasoned investor, or a high-net-worth individual with complex needs, we have a plan tailored just for you. Our subscription tiers are designed to provide you with the guidance, tools, and insights necessary to take control of your financial future and build lasting wealth.
Annual Subscriptions Plans
FREE
Your Wealth Journey Starts Here
Curious about your financial health? Ready to get organized, but not sure where to start? Celerey Free is the perfect first step.
What You Get, Absolutely Free:
Your Personalized Financial Health Check
Instantly understand your current financial position and identify key areas to improve.
Access to Your Private Wealth Dashboard
Track your income, spending, investments, and net worth—all in one place.
Smart Insights Backed by AI
Get simple, actionable suggestions to grow your wealth and build financial stability.
Free Intro Session with a Celerey Advisor
Talk to a real human who understands where you are—and where you want to go.
100% Confidential. 100% Judgment-Free.
We meet you where you are, no matter your background or bank balance.
Core Lite
$15.99
Billed Monthly
Ideal for:
Young professionals and first-time planners who want accountability, financial discipline, and small but consistent steps toward stability.
Features
Stay on track with light, flexible access.
6 check-ins per year (every 2 months) with a Celerey Advisor
Focus on everyday money habits:
Budgeting basics
Debt management tips
Building a savings culture
Staying accountable to your financial goals
2 Masterclasses per year + access to quarterly Market Outlook briefings
Celerey Dashboard for personal budgeting & tracking
Core (Best Value)
$299.99
Billed Annually
Ideal for:
Families and professionals who want structured support, accountability, and a personalized plan to grow and protect their wealth.
Features
Your financial plan, structured and supported.
Everything in Core Lite
2 full sessions per year with globally certified Expert Advisors for deep planning
6 check-ins per year with a Celerey Advisor for tailored guidance:
Personalized financial roadmap
Cashflow & expense planning
Savings & investment allocation
Insurance & protection planning
Portfolio review and risk alignment
2 Masterclasses per year + Market Outlook briefings
Full access to Celerey Dashboard (wealth overview, budgeting, portfolio integration)
Concierge
$999.99
Billed Annually
Ideal for:
Executives, entrepreneurs, and high-net-worth individuals seeking a “virtual family office” experience.
Features
Premium support, whenever you need it.
Everything in Core
8 full sessions per year with globally certified Expert Advisors (includes annual roadmap + portfolio review)
12 check-ins per year with a Celerey Advisor for continuous support covering:
Advanced portfolio structuring
Retirement & succession planning
Tax efficiency strategies
Global investment insights
Ongoing accountability and monitoring
Unlimited access to Masterclasses + exclusive Celerey Circles (private peer groups & events)
Premium Dashboard with AI-powered insights, retirement tools, and global market intelligence
Open a Celerey Account
Annual Subscriptions Plans
Standard
$299
Billed Annually
Ideal for:
Individuals seeking expert financial guidance with occasional check-ins.
Features
Celerey dashboard with personalized insights & goal tracking
Two private advisory sessions per year
Access to finance guides, market reports & expert content
Discounts on events, services & exclusive offers
Pro
$1,499
Billed Annually
Ideal for:
Wealth builders seeking expert guidance and proactive financial strategy.
Features
Includes all Standard features, plus:
Advanced investment insights & analysis
Four flexible advisory sessions per year
Priority access to events, workshops & webinars
Complimentary entry to elite networking events
Exclusive global investment opportunities
Elite
$4,999
Billed Annually
Ideal for:
Individuals seeking elite advisory services, premium networking, and hands-on financial strategy support.
Features
Includes all Pro features, plus:
Unlimited private advisory sessions (in-person optional)
Exclusive invitations to high-net-worth networking events
Discounted access to wealth-matching services
VIP insights into emerging investments & private markets
Dedicated concierge financial advisory support