Choose Your Plan
Select the plan that best fits your needs
Foundation
Core fund administration tools to onboard and manage your first 100 investors.
$750.00 /month
- Up to 100 investors (hard cap — upgrade to add more)
- Up to 2 funds
10 free investor onboardings/month
$35.00 per additional investor onboarded
Growth
Advanced reporting and CRM integrations for funds scaling past their first 1,000 investors.
$1,500.00 /month
- Up to 1000 investors (hard cap — upgrade to add more)
- Up to 5 funds
40 free investor onboardings/month
$30.00 per additional investor onboarded
Scale
Unlimited investors, integrations, and priority support for large, established fund managers.
$4,500.00 /month
- Unlimited investors
- Unlimited funds
- Advanced reports
- White-labeling
- Priority support
150 free investor onboardings/month
$25.00 per additional investor onboarded
Need a custom plan for your organization? Contact us