Free during our founding period
Full platform access at no cost while we partner with advisory firms to deliver real results. No credit card required.
Founding partner program — leads, webinars, appointments, and recruitment included. Paid plans will be introduced after early partners see measurable outcomes.
Solo Advisor
For independent financial advisors building their pipeline.
Free
$49/month planned after founding period
- Unlimited client leads
- Webinar registration pages
- Email confirmations & reminders
- 1 advisor seat
No credit card. Full access from day one.
Team
For advisory teams with recruitment and shared pipelines.
Free
$99/month planned after founding period
- Everything in Solo
- Recruitment pipeline
- Up to 5 team seats
- Priority support
No credit card. Full access from day one.
How founding access works
- Create your workspace — no payment information needed
- Use every feature free while we validate outcomes with partner firms
- We'll notify you before any paid subscription begins
- Early partners receive preferred pricing when billing launches