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CharityVest
Atlanta, GA-based fintech company founded 2016. Private. Operates donor-advised fund platform for tax-smart charitable giving. Serves individual donors, financial advisors, and corporate clients with modern DAF technology.
Entry price
Free
Free plan available
Plans tracked
3
no add-ons
Pricing changes
0
None published yet
Pricing model
Usage-based
Free tier available
Pricing Change History
0 changesNo tracked pricing changes yet — new verified changes land here automatically.
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Ask the agentCurrent Plans
AnnualMonthly
Charityvest
Plan
Free
Charityvest Invested
Plan
0.6% of fund balance per year (first $500K; tiered lower for larger balances)
Charityvest + Investing
Plan
0.6% of fund balance per year (first $500K; tiered lower for larger balances)
Company Facts
CategoryFinance & Accounting
Free tierYes
Employees1-10
Tracked since2026-02-26
Pricing last seen2026-06-08
Websitecharityvest.com
