Choose the plan that fits your needs. Start free and upgrade as you grow.
Get full access to the complete platform with all Enterprise features. No credit card required.
Perfect for getting started with personal wealth tracking.
For individuals with growing portfolios who need more capacity.
For family offices and small teams managing shared portfolios.
Full power with AI-driven insights and unlimited capacity.
See exactly what's included in each plan.
| Free | Starter | Team | Enterprise | |
|---|---|---|---|---|
| Capacity | ||||
| Assets | 5 | 25 | 100 | Unlimited |
| Entities | 2 | 10 | 50 | Unlimited |
| Document storage | 50 MB | 500 MB | 1 GB | Unlimited |
| Workspaces | 1 | 2 | 5 | Unlimited |
| Team members | 1 | 1 | 10 | Unlimited |
| Features | ||||
| Valuation tracking | ||||
| Cashflow planning | ||||
| Exchange rates | ||||
| Role permissions | ||||
| AI assistant | ||||
| Document AI (RAG) | ||||
| Contract analysis | ||||
| Support | ||||
| Email support | ||||
| Priority support | ||||
Everything you need to know about our pricing.
Start with our free plan and upgrade when you need more power.