Simple, transparent pricing
Choose the plan that fits your needs. Start free and upgrade as you grow.
Limited time offer
All features free — including AI
Get full access to the complete platform with all Enterprise features. No credit card required.
MonthlyAnnualSave 20%
Free
€0
Perfect for getting started with personal wealth tracking.
- Up to 5 assets
- Up to 5 liabilities
- 2 entities
- 50 MB document storage
- 1 team member
- Manual valuations
- Basic reports
- AI assistant
Starter
€7/month
€86/year (save 20%)
For individuals with growing portfolios who need more capacity.
- Up to 25 assets
- Up to 25 liabilities
- 10 entities
- 500 MB document storage
- Up to 5 team members
- Valuation history
- Cashflow planning
- Exchange rate tracking
- Email support
- AI assistant
Most Popular
Team
€23/month
€278/year (save 20%)
For family offices and small teams managing shared portfolios.
- Up to 100 assets
- Up to 100 liabilities
- 50 entities
- 1 GB document storage
- Up to 20 team members
- Role-based permissions
- Full valuation history (5 years)
- Advanced cashflow scenarios
- AI assistant
- Priority email support
AI Powered
Enterprise
€63/month
€758/year (save 20%)
Full power with AI-driven insights and unlimited capacity.
- Unlimited assets
- Unlimited liabilities
- Unlimited entities
- Unlimited document storage
- Unlimited team members
- AI-powered portfolio insights
- Document vector search (RAG)
- Natural language queries
- Contract analysis
- Priority support
Compare plans
See exactly what's included in each plan.
| Free | Starter | Team | Enterprise | |
|---|---|---|---|---|
| Capacity | ||||
| Assets | 5 | 25 | 100 | Unlimited |
| Liabilities | 5 | 25 | 100 | Unlimited |
| Entities | 2 | 10 | 50 | Unlimited |
| Document storage | 50 MB | 500 MB | 1 GB | Unlimited |
| Workspaces | 1 | 2 | 5 | Unlimited |
| Team members | 1 | 5 | 20 | Unlimited |
| Features | ||||
| Valuation tracking | ||||
| Cashflow planning | ||||
| Exchange rates | ||||
| Role permissions | ||||
| AI assistant | ||||
| Document AI (RAG) | ||||
| Contract analysis | ||||
| Support | ||||
| Email support | ||||
| Priority support | ||||
Frequently asked questions
Everything you need to know about our pricing.
- Can I switch plans later?
- Yes, you can upgrade or downgrade your plan at any time. When upgrading, you'll get immediate access to new features. When downgrading, the change takes effect at your next billing cycle.
- What payment methods do you accept?
- We use Stripe for secure payment processing. You can pay with all major credit cards (Visa, Mastercard, American Express) and other payment methods supported by Stripe in your region.
- Can I cancel anytime?
- Absolutely. There are no long-term contracts. Cancel anytime and you'll retain access until the end of your billing period.
- What happens to my data if I downgrade?
- Your data is always safe. If you exceed the limits of your new plan, you'll keep read access to everything but won't be able to add new items until you're within limits or upgrade again.
- Is my financial data secure?
- Yes. All data is encrypted in transit using TLS and at rest using AES-256 encryption. We use industry-standard security practices and your data is stored on secure cloud infrastructure with regular backups.
- Is my data isolated from other users?
- Absolutely. Each workspace (tenant) has complete data isolation. Your financial data, documents, and settings are stored separately and cannot be accessed by other users. Row-level security ensures strict access control at the database level.
Ready to take control of your wealth?
Start with our free plan and upgrade when you need more power.