Per active client. Annual billing. No surprises.
Pricing reflects how the platform is actually used: a license is active when a client has completed onboarding and set up their vault — not when invitations were sent. Your firm pays for what advisors and clients actually deploy.
- ✓Billed per active client license
- ✓Firm minimums, not per-seat
- ✓Pilot rates 50–70% off list
- Small RIAs (1–5 advisors)
Starter
$120 / client / year
$6,000 / year
50 license minimum
- Full zero-knowledge vault, advisor view & audit chain
- Self-serve advisor onboarding
- Email support
- Standard data residency
- RecommendedMid-size RIAs (5–20 advisors)
Growth
$100 / client / year
$20,000 / year
200 license minimum
- Everything in Starter
- Guided firm onboarding & training
- Priority support
- Firm-branded client invitations
- Large RIAs, broker-dealers, private banks
Enterprise
$75 / client / year
$45,000 / year
600 license minimum
- Everything in Growth
- SSO / SCIM & custom data residency
- Named implementation manager
- Security questionnaire & DPA support
Worked exampleA mid-size RIA on Growth with 200 active clients lists at $100/client/yr ($20,000/yr). At the pilot rate (≈60% off), that’s ≈ $40/client/yr — about $8,000 for the 12-month pilot. Final numbers are set in the conversation.
Multi-year contracts (2–3 years) carry additional discount and waive the implementation fee. Pilot rates: 50–70% off list for the 12-month pilot period.
For family offices.
A separate shape of engagement — not a higher rung. Smaller, more complex books, so pricing is per-license rather than per firm size.
Family Office
$250 / client / year
$10,000 / year
40 license minimum
- Everything in Growth
- Complex household & entity structures
- White-glove concierge onboarding
- Direct line to the team
What we deliberately never charge for.
These are commitments, not loss-leaders. They reflect what the product is for.
- Data export — always free, always available, regardless of subscription status.
- Crisis-mode access for survivors — full functionality regardless of payment state.
- Executor onboarding — the executor never pays to receive their designation.
- Unlinking — removing firm visibility is free and immediate.
- Document storage of final wishes — funeral preferences, letters to family remain accessible to designated recipients indefinitely.
Discuss your firm’s pricing.
Custom pricing applies for large bank deployments (5,000+ licenses) and bespoke arrangements. The pilot conversation is the right place to start.