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Simple pricing for serious wealth. Get started in minutes—not weeks of meetings and save $10,000 in advisor, fund, and tax savings.*
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Limited AI insights
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Connect all assets and liabilities
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Collaborate with a family member
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Analyze risk with X-ray
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Track expenses and income
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Everything in Free
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Unlimited tax, retirement, and investment advice
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Delegate monitoring and research to 5 agents
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Securely analyze tax returns, statements, and more.
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Support by video, phone, and email
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Everything in Advisory
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Unlimited active Delegations
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Advanced AI for complex analysis
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Quarterly coaching check-ins
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