Start growing your
practice today.
Choose your plan, complete payment, and you'll be set up to receive your first matched prospects within days - no sales call required.
Pick the plan that fits your practice.
Both plans include full platform access, your prospect pipeline, and the Engagement Engine.
- ✓Prospect pipeline2 matched meetings/month, with algorithmic backfill guarantee
- ✓Full Engagement Engine access3 AI credits/day for prospect analyses, outreach, and content
- ✓Enhanced Support - included freeDedicated account manager, guided onboarding call, 4 strategy meetings/year, expedited support
- ✓SOC 2 Type II platform
- ✓Standard background checkCompleted post-payment. Full refund if any issues arise.
- ✓Prospect pipeline2 matched meetings/month, with algorithmic backfill guarantee
- ✓Full Engagement Engine access3 AI credits/day for prospect analyses, outreach, and content
- ✓SOC 2 Type II platform
- ✓Standard background checkCompleted post-payment. Full refund if any issues arise.
Need a custom plan for your team? Contact us about Enterprise - from $5,000/month. | Not sure which plan is right? See the full comparison.
Here's exactly what happens next.
From payment to first prospect match - typically within a few days, not weeks.
Confirmation email
You'll receive a welcome email immediately after payment with your login credentials and a clear overview of your next steps.
Background check (48 hours)
We run a standard background check to maintain the quality of our advisor community. If anything unexpected comes up, you'll be fully refunded - no questions asked.
Onboarding
Annual plan advisors and Monthly advisors who added Enhanced Support will book a 1-on-1 onboarding call. Self-serve advisors follow the guided setup in their welcome email.
More on onboarding belowGo live - receive your first matches
Once your profile is configured and matching criteria are set, you'll start receiving prospect matches. Direct bookings are benchmarked at 2 per month.
Guided onboarding call
A 30-45 minute 1-on-1 session with your dedicated account manager. We'll optimize your profile, configure your matchmaking criteria, walk through the Engagement Engine, and share what top-performing advisors on the platform are doing differently.
Included free with Annual. Available for $250 one-time on Monthly.
Self-serve setup guide
Follow the step-by-step setup guide in your welcome email. Build your profile, set your matching criteria, and connect your calendar - at your own pace, typically under 30 minutes.
Available to all Monthly plan advisors. You can always upgrade to Enhanced Support later for $250.
Your practice and your reputation
are in good hands.
SOC 2 Type II
Independently audited security controls, data handling, and operational processes. View details
Background-checked advisors
Every advisor on the platform passes a standard background check. Quality is protected on both sides of the marketplace.
Morningstar "Best in Show"
Winner at the Morningstar Investment Conference Fintech Showcase.
1871 "People's Choice"
Winner at the 1871 FinTech Innovation Summit.
Not ready to commit? That's completely fine.
Two new clients pays
for the whole year.
At $400K average AUM and a 1% fee, two converted clients generates $8,000 in annual revenue. That's your subscription covered. Everything after is upside.