Pricing Plans
Find Your Financial Fit
Simple, transparent pricing for every stage of your financial journey. Limited time select pricing currently available.
Core
Your financial foundation.
$3
per monthAn app to track your full financial picture, access to an AlphaCash account, a personalized investment portfolio, and the ability to message a licensed financial coach.
Most Popular
Blue
Guidance for growth.
$9
per monthEverything in Core, and the ability to schedule live calls with your coach.
Interested in only opening an AlphaCash account?
Standalone pricing is 0.1% of assets under management per year.
| Features | Core | Blue | Signature |
|---|---|---|---|
| Full access to budgeting & investing app | |||
| Starter portfolio recommendation | |||
| Tax support via email | |||
| Unlimited messaging with a financial coach | |||
| AlphaCash | |||
| Priority messaging with a financial coach | — | ||
| Schedule live review calls | — | ||
| Tax prep and filing | — | ||
| Real-time budget & cash flow review/feedback | — | — | |
| Investment allocation management, monitoring & rebalancing | — | — | |
| Tax strategy execution | — | — | |
| Equity compensation strategy | — | — | |
| Access to full range of private market / alternative investments* | — | — | |
| Unlimited live calls | — | — | |
| Full-service tax prep and filing | — | — |
*Access to alternative assets may be limited based on individual accreditation status due to government regulations.