Simple, transparent pricing
Start free. Upgrade when you need more. All SaaS plans include a 30-day free trial for paid tiers. Prefer to run the platform in your own environment? Explore White-Label Infrastructure below.
Investor
Free
forever
Perfect for individual investors
- Portfolio tracking
- Social networking & messaging
- Matching algorithm
- Research reports (read-only)
- Profile & account management
- 50 AI queries per month
Advisor
$99.99/month
For professional financial advisors
- Everything in Free
- Unlimited AI Assistant
- Client portfolio management
- Fee structure setup
- Portfolio analysis & reports
- 30-day free trial
Analyst
$99.99/month
For research analysts
- Everything in Free
- Unlimited AI Assistant
- Research report generation
- Advanced analysis tools
- Data feeds & API access
- 30-day free trial
Enterprise — SaaS
For organizations and teams. Includes all roles, admin dashboard, and consolidated billing. Fully managed by WealthBrainAI — priced by company size.
| 1–10 employees | $499.99/mo |
| 11–50 employees | $1,499.99/mo |
| 51–200 employees | $2,499.99/mo |
| 201–1000 employees | $4,999.99/mo |
| 1000+ employees | Custom |
Enterprise — White-Label Infrastructure
The same platform, deployed inside your own data center or private cloud. Single-tenant, custom-branded, and built for regulated firms and enterprises with data residency, security, compliance, or governance requirements.
- ✓ Deployed in your data center or private cloud
- ✓ Single-tenant, isolated environment
- ✓ Custom branding under your firm’s name
- ✓ Data residency, compliance, and governance controls
- ✓ Your identity provider (SSO), admin roles, and audit pipeline
Custom pricing
Tailored to your deployment footprint, scale, and support needs.
All paid plans include a 30-day free trial. No credit card required. Need more time? Request an extended trial. Questions? info@wealthbrainai.com | (203) 722-2138