Transparent pricing

Start free. Scale as you grow. Enterprise when you need it.

Save 20%

New Investor

For investors getting started

$49/mo
  • Single user
  • Up to 2 connected accounts
  • Basic analytics
  • Email support
  • Access to educational resources
Start Free Trial
Most popular

Seasoned Investor

For serious DIY investors

$99/mo
  • Up to 5 users
  • Up to 10 connected accounts
  • Advanced analytics
  • Priority support
  • Enhanced integrations
  • Access to educational resources
Start Free Trial

Professional Investor

Custom solutions for families & advisors

Custom
  • Unlimited users
  • Unlimited connected accounts
  • Custom SLA
  • Dedicated support
  • SSO & custom integrations
  • API Access
Contact Sales

Plan comparison

FeatureStarterProfessionalEnterprise
Users525Unlimited
Integrations5UnlimitedCustom
SupportEmailPriorityDedicated
API—✓✓
SSO——✓

All plans include a 14-day free trial. No credit card required.