FOR FAMILY OFFICES

Pricing Built for Private Markets

Transparent pricing based on your portfolio scale. No hidden fees.

No per-user pricing games. Just forward-looking portfolio intelligence that scales with you.

Boutique
$3,500/mo
Up to $100M AUM

Purpose-built for family offices managing 10-30 private fund commitments. Forward-looking portfolio intelligence with blended actuals+projections.

  • Up to 30 private funds
  • Up to 5 users
  • Up to 5 public portfolios
  • AI document intelligence
  • Blended view (actuals + projections)
  • Strategic scenario modeling
  • Priority support
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Most Popular
Institutional
$8,500/mo
$100M - $500M AUM

The complete portfolio intelligence platform for family offices managing 30-60+ private fund commitments. Monte Carlo simulations, API access, and dedicated success management.

  • Up to 75 private funds
  • Up to 20 users
  • Up to 15 public portfolios
  • Full AI co-pilot suite
  • Advanced Monte Carlo simulations
  • Full REST API access
  • Dedicated success manager
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Sovereign
Custom
$500M+ AUM

White-glove service for family offices, endowments, and institutions operating at sovereign scale. Custom integrations, bespoke security requirements, and dedicated infrastructure.

  • Up to 200 private funds
  • Up to 50 users
  • Up to 30 public portfolios
  • Custom AI model training
  • White-label AI assistant
  • Custom SLA & security
  • Dedicated infrastructure
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All plans include: Full AI capabilities • Multi-currency support • Production-grade infrastructure • SOC 2 compliant

Annual billing available (save 15%) • Volume discounts for larger portfolios