Simple, transparent pricing

Choose the plan that fits your needs. Start free and upgrade as you grow.

Limited time offer

All features free — including AI

Get full access to the complete platform with all Enterprise features. No credit card required.

Free

0

Perfect for getting started with personal wealth tracking.

  • Up to 5 assets
  • 2 entities
  • 50 MB document storage
  • Manual valuations
  • Basic reports
  • Team members
  • AI assistant
Start for Free

Starter

9/month

For individuals with growing portfolios who need more capacity.

  • Up to 25 assets
  • 10 entities
  • 500 MB document storage
  • Valuation history
  • Cashflow planning
  • Exchange rate tracking
  • Email support
  • Team members
  • AI assistant
Get Starter
Most Popular

Team

29/month

For family offices and small teams managing shared portfolios.

  • Up to 100 assets
  • 50 entities
  • 1 GB document storage
  • Up to 10 team members
  • Role-based permissions
  • Full valuation history (5 years)
  • Advanced cashflow scenarios
  • Priority email support
  • AI assistant
Get Team
AI Powered

Enterprise

79/month

Full power with AI-driven insights and unlimited capacity.

  • Unlimited assets
  • Unlimited entities
  • Unlimited document storage
  • Unlimited team members
  • AI-powered portfolio insights
  • Document vector search (RAG)
  • Natural language queries
  • Contract analysis
  • Priority support
Get Enterprise

Compare plans

See exactly what's included in each plan.

FreeStarterTeamEnterprise
Capacity
Assets525100Unlimited
Entities21050Unlimited
Document storage50 MB500 MB1 GBUnlimited
Workspaces125Unlimited
Team members1110Unlimited
Features
Valuation tracking
Cashflow planning
Exchange rates
Role permissions
AI assistant
Document AI (RAG)
Contract analysis
Support
Email support
Priority support

Frequently asked questions

Everything you need to know about our pricing.

Can I switch plans later?
Yes, you can upgrade or downgrade your plan at any time. When upgrading, you'll get immediate access to new features. When downgrading, the change takes effect at your next billing cycle.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) and SEPA direct debit for European customers.
Can I cancel anytime?
Absolutely. There are no long-term contracts. Cancel anytime and you'll retain access until the end of your billing period.
What happens to my data if I downgrade?
Your data is always safe. If you exceed the limits of your new plan, you'll keep read access to everything but won't be able to add new items until you're within limits or upgrade again.
Is there a discount for annual billing?
Yes! Annual billing gives you 2 months free (equivalent to ~17% discount). Contact us to switch to annual billing.
Do you offer discounts for non-profits?
Yes, we offer special pricing for registered non-profit organizations and educational institutions. Contact our sales team for details.

Ready to take control of your wealth?

Start with our free plan and upgrade when you need more power.