Choose Your
Plan
Select the perfect plan for your wealth management journey. All plans include Marketplace access and asset valuation features.
MonthlyAnnual(Save up to 20%)
Starter
$0 – $49
per month
New or casual investors
Basic portfolio dashboard and limited aggregation (1–2 accounts)
Read-only market performance view
Marketplace access for browsing assets (yachts, real estate, jets, collectibles)
View sample valuations but cannot list or buy
Standard email support only
Most Popular
Pro
$99 – $299
per month
Active investors & small business owners
Full portfolio management (stocks, bonds, ETFs, alternatives)
Automated rebalancing & cash-flow analytics
Access to Marketplace with ability to list and purchase assets
Asset valuation tools for real estate, luxury assets, collectibles
Transaction & trade engine for execution tracking
Standard compliance logs and reporting downloads
Priority support
Premium
$499 – $899
per month
Advanced investors, entrepreneurs & multi-portfolio users
Everything in Pro + AI-driven wealth insights and risk optimization
Automated asset valuation updates via third-party feeds
Marketplace with full interaction: buy/sell, ROI projections, appraisal requests
Document center for legal/estate and appraisal storage
Dedicated tax & investment advisory sessions (monthly)
Premium support with faster SLAs
Concierge
Custom ($1,000+/mo)
per month
High-net-worth individuals, family offices, institutional clients
All Premium features + bespoke wealth strategy design
Private Marketplace access to exclusive deals & off-market assets
Real-time valuation feeds for properties, art, and collectibles
Dedicated wealth manager & research analyst
Family office tools: delegated access, secure document sharing, escrow integration
Priority onboarding, white-glove 24/7 concierge support
All plans include Marketplace access and asset valuation features. Need help choosing? Contact our team.