Pricing
Quiet confidence,
priced accordingly.
Three tiers built for serious wealth. No free trial, no gimmicks — full value from day one.
Save up to 2 months
- SOC 2 Type II Certified
- 256-bit Encryption
- FINRA Compliant
- No free trial — serious platform for serious wealth
- Rated 4.9 on App Store
Most Popular
Private
For high net worth individuals and wealth advisory practices
$3,990/yr
or $399/month
Save $798- Everything in Essential, plus
- Unlimited connected accounts
- Full trust and estate suite
- Will and beneficiary manager
- Business section — valuation, financials, succession
- AI-powered insurance document parser
- Family vault — up to 5 members
- Real estate valuation — automatic Zillow sync
- Advisor on file
- Priority support — 24 hour response
- Up to 50 client profiles (B2B)
- White label ready (B2B)
Essential
For individuals and independent advisors
$1,490/yr
or $149/month
Save $298- Up to 3 connected accounts
- Investments, banking and insurance tracking
- Net worth dashboard
- Estate document vault — up to 5 documents
- Mobile app — iOS and Android
- 256-bit bank-level encryption
- Email support
- Up to 10 client profiles (B2B)
Family Office
For ultra high net worth families, private banks and enterprise firms
$9,990/yr
or $1,000/month
Save $2,010- Everything in Private, plus
- Unlimited family members and client profiles
- White-glove account aggregation — we set up your accounts for you
- Family governance facilitation — annual family meeting prep and agenda
- Consolidated multi-entity reporting — trusts, LLCs and foundations in one view
- Role-based access for trustees, CPA and attorneys with full audit log
- Full white label — your brand, your domain
- Dedicated on-call wealth manager
- Custom API integrations
- Multi-generational legacy planning suite
- Advanced business — cap table, exit planning, M&A
- Quarterly strategy review calls
- Custom onboarding and data migration
- SLA guarantee — 99.9% uptime
- Concierge support — direct phone, 1 hour response
- On-site implementation available
Compare tiers
Side by side.
FeatureEssentialPrivateFamily
Net worth dashboard
Mobile app (iOS / Android)
256-bit encryption
Connected accounts
Up to 3
Unlimited
Unlimited
Investments & banking
Insurance tracking
AI insurance parser
Real estate Zillow sync
Advisor on file
Estate document vault
Up to 5
Unlimited
Unlimited
Will & beneficiary manager
Family vault
Up to 5
Unlimited
Multi-generational planning
Valuation & financials
Succession documents
Cap table & exit planning
M&A readiness
Email support
Priority response
24 hours
1 hour
Dedicated on-call wealth manager
White-glove account setup
Family governance facilitation
Quarterly strategy reviews
Consolidated multi-entity reporting
Role-based trustee & advisor access
Full audit log
Client profiles
Up to 10
Up to 50
Unlimited
White label
Ready
Full
Custom API integrations
SLA guarantee
99.9%
FAQ
Questions, answered.
Your wealth deserves more than a spreadsheet.
Join the firms and families who manage everything in one place.