Simple, transparent pricing
Public facts stay free. Workflow is Pro.
Research the wealth market openly, then upgrade when you need to save, monitor, and export it.
Free
$0
No card required
- ✓ Every public firm, person, fund, custodian, charity, and plan profile
- ✓ Source documents, methodology, and as-of dates
- ✓ Search by firm, CRD, registration, category, state, and AUM
Pro
$149 / user / month
Or $1,490/year — two months free
- ✓ Advanced filters across custodians, holdings, retirement plans, and charities
- ✓ Unlimited saved searches and saved firms
- ✓ Weekly change alerts
- ✓ Up to 10,000 exported rows per month
- ✓ Priority email support
Cancel any time. Access continues through the paid billing period.