One platform · One price
$199/mo for the Founding 50. Locked for life.
Standard pricing is $499/mo per pro. The first 50 firms lock in $199/mo forever — that's $3,600/yr saved every year, every renewal. One login per pro, share with your assistant, discounts as you scale. Clients are always free.
1 pro
Solo Pro
Founding 50 price · locked for life
Standard $499/mo · save $3,600/yr · 2 months free annual
You and (optionally) your assistant on the same login. One seat, one price.
5–10 pros
Small Office
Founding 50 price · locked for life
Standard $449/mo · save $3,240/yr · 2 months free annual
Boutique RIAs, CPA shops, and small law firms running a real team.
10–20 pros
Mid-size
Founding 50 price · locked for life
Standard $399/mo · save $2,880/yr · 2 months free annual
Multi-advisor practices and growing firms with multiple specialists.
21–50 pros
Large
Founding 50 price · locked for life
Standard $349/mo · save $2,520/yr · 2 months free annual
Established firms running coordinated teams across offices.
50+ pros
Corporate / Enterprise
Multi-office firms, RIA aggregators, and enterprise rollouts. Custom pricing, white-label, SSO, dedicated rollout plan with your operations team.
Every pro includes
Role-agnostic. Built for the whole Triad.
- Discovery Canvas + AI structured client data
- Plaid integration — real-time balances
- Document Vault (W-2s, 1040s, K-1s, wills, trusts, POAs)
- Coordinated messaging across advisor / CPA / attorney
- Drift alerts — unfunded trust, beneficiary mismatch, allocation
- Branded Strategy Map PDFs under your firm
- Curated, high-intent prospect leads
- Webhooks into Wealthbox, Redtail, Salesforce, Clio, MyCase
- Push to eMoney, RightCapital, MoneyGuide, QuickBooks
- SOC 2 aligned · audit log · granular access · cancel anytime
Annual billing saves 17% (two months free). 14-day free trial — card required, $0 charged today, you can cancel anytime before day 14.
Average planning opportunities identified per first session
Advisors, CPAs & estate attorneys onboarded
Client assets coordinated across the Triad
From the field
What pros are doing with WealthScan
"Found $148K in missed Roth conversion opportunities for one client in the first 20 minutes. The structured discovery alone pays for the year."
"We used to spend two meetings just gathering the picture. Clients now arrive with the vault populated and the trust funded — we go straight to planning."
"Beneficiary mismatch alerts caught a $2.4M IRA still pointing at an ex-spouse. The drift engine is worth the subscription by itself."
Trusted by firms like
Seats & logins
How "one login per pro" actually works
Plain answers — no double-billing tricks, no hidden seat fees.
For households
Clients are always free. Forever.
WealthScan belongs to the client — their household, their pros, their financial life — in one place. They pay nothing. Ever. Pros pay for the connection layer and the software that comes with it.
No paywall, ever
Full Discovery, Vault, net worth, beneficiaries, life events, family seats — all free for the client.
Owned by the client
Switch pros, add pros, remove pros. The data is theirs. The relationships are theirs.
Pros plug in
Advisor, CPA, attorney — each pays for their seat and gets the connection to the whole household.
14-day trial
Card required, $0 charged today. Cancel anytime before day 14 — no charge.
One login per pro
Share with your assistant — no double billing. Mix advisors, CPAs, attorneys, paralegals at the same price.
No hidden fees
No setup, no per-client charges, no integration fees. What you see is what you pay.