McLean, Virginia-based wealthtech company founded in 2020. Private. Operates in financial advisory and wealth management. Serves high earners with AI-powered financial planning, investment, tax, and estate advisory services.
Entry price
$3,950
Premium · /mo, billed annually
Plans tracked
3
no add-ons
Pricing changes
3
Latest Wk 38 '26
Pricing model
Subscription
No free tier
Pricing Change History
3 changes20263 changes
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Ask the agentCurrent Plans
AnnualMonthly
Premium
Plan
$3,950 /mo, billed annually
Platinum
Plan
$5,950 /mo, billed annually
Titanium
Plan
$12,500 /mo, billed annually
Company Facts
CategoryFinance & Accounting
Free tierNo
Employees11-50
Tracked since2026-03-02
Pricing last seen2026-06-20
Websiterange.com

