Pricing Plans
Choose the plan that fits your financial goals, whether you're an individual or institution managing complex portfolios..
Basic
Essential financial guidance for curious individuals
$/month
- Budget and savings planning
- Spending insights
- Basic portfolio tracking
- Monthly check-ins
- Behavioral summaries
- Access to community
MOST POPULAR
Pro
Advanced financial tools for smarter decisions
$/month
- Dynamic financial planning
- Real-time portfolio insights
- Goal-based optimization
- AI-driven tax guidance
- Spending pattern analysis
- Behavioral coaching
- Secure account linking
- Priority support
Enterprise
Custom solutions for teams and institutions
$/month
- Tailored financial engines
- Dedicated advisory models
- Private infrastructure options
- Multi-user management
- Custom integrations
- Advanced analytics and reports
- Compliance support
- Dedicated success manager
- 24/7 enterprise support