Pricing
From a single family office just getting started to a multi-family office managing 200+ entities across multiple jurisdictions. No opaque enterprise quotes. No surprise fees.
Starter
No credit card required
Get organized without spending a dollar.
Not included: Compliance automation, AI extraction, succession planning, API
Get Started FreePro
per month · $89/mo billed annually
Full entity management for a focused family office.
Not included: CTA/BOI automation, AI extraction, succession modeling, API
Start Free TrialBusiness
per month · $449/mo billed annually
Compliance automation and AI-powered workflows.
Not included: Unlimited entities, SSO/SAML, API access, dedicated onboarding
Request a DemoEnterprise
per month · annual contract
Full-platform deployment for complex structures.
| Feature | Starter | Pro | Business | Enterprise |
|---|---|---|---|---|
| Entities | Up to 10 | Up to 50 | Up to 150 | Unlimited |
| User seats | 2 | 5 | 15 | Unlimited |
| External advisors | — | — | Up to 5 | Unlimited |
| Document storage | 5 GB | 25 GB | 100 GB | Custom |
| Ownership visualization | ✓ | ✓ | ✓ | ✓ |
| Document vault | Basic | Full | Full + AI | Full + AI + custom |
| CTA/BOI compliance | View only | Status tracking | Automated | Automated + custom |
| Filing reminders | — | ✓ | ✓ | ✓ |
| Succession planning | — | — | ✓ | ✓ |
| Org chart exports | — | PDF + PNG | PDF + PNG + branded | |
| Custom reporting | — | — | ✓ | ✓ + custom dashboards |
| API access | — | — | — | ✓ |
| SSO / SAML | — | — | — | ✓ |
| Dedicated onboarding | — | — | — | ✓ |
| SLA | — | — | — | 99.9% uptime |
| Support | Email + chat | Priority (4hr) | Dedicated |
Can I start on Starter and upgrade later?
Yes. All your data, entities, and documents transfer when you upgrade. Upgrades take effect immediately.
Is there a free trial on paid plans?
Pro includes a 14-day free trial. Business and Enterprise include a guided onboarding demo before you commit — no trial period, but no pressure.
What counts as an entity?
Any legal entity you manage: LLCs, C-Corps, S-Corps, LPs, LLPs, Trusts, Foundations, Nonprofits, Sole Proprietorships. Inactive entities count against your limit while in the system.
What's included in Enterprise onboarding?
A dedicated specialist works with your team to import existing entity data, configure your ownership hierarchy, connect document storage, and set up compliance workflows. Typical timeline: 2–4 weeks.
Is my data exportable?
Yes, on all plans. Export your full entity registry, ownership records, and document library at any time in standard formats (CSV, PDF). We do not hold your data hostage.
What happens if I exceed my entity limit?
You'll receive a notification when approaching your limit and the option to upgrade before adding new entities. We don't lock your account — we give you time to decide.
Book a 20-minute call with our team. We'll review your entity count, compliance obligations, and advisor access needs — and recommend the right fit with no pressure to go Enterprise if Business is the right choice.
Talk to Us