Pricing

Transparent pricing for
modern family offices

Choose the plan that fits your family's needs. All plans include SOC 2 security, bank-grade encryption, and dedicated onboarding.

Essentials

$5,000/month

For single family offices seeking consolidated visibility across custodians and entities.

  • Up to 5 custodian integrations
  • Consolidated reporting dashboard
  • Basic AI portfolio analytics
  • Document vault (10 GB)
  • Up to 10 entity structures
  • Email support
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Most Popular

Professional

$12,500/month

Full platform access with advanced AI, tax optimization, and governance tools.

  • Unlimited custodian integrations
  • AI portfolio construction & rebalancing
  • Tax & estate optimization engine
  • Alternative investment tracking
  • AI assistant with NL querying
  • Family governance modules
  • Document vault (100 GB)
  • Unlimited entities
  • Dedicated success manager
  • Priority support
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Enterprise

Custom

For multi-family offices and institutions with advanced compliance, custom integrations, and white-label options.

  • Everything in Professional
  • White-label customization
  • Custom API integrations
  • Advanced compliance & audit tools
  • Multi-family office support
  • On-premise deployment option
  • Custom SLA & uptime guarantee
  • Dedicated engineering support
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Feature comparison

A detailed breakdown of what's included in each plan.

FeatureEssentialsProfessionalEnterprise
Custodian integrationsUp to 5UnlimitedUnlimited
Entity structuresUp to 10UnlimitedUnlimited
AI Portfolio ConstructionBasicAdvancedAdvanced + Custom
Tax Optimization—✓✓
Alternative Investments—✓✓
AI AssistantBasicFullFull + Custom Models
Family Governance—✓✓
Document Vault10 GB100 GBUnlimited
API Access—✓✓
White-label——✓
SupportEmailPriorityDedicated