Pricing

Simple, Transparent Pricing

No hidden fees. No surprises. Choose the plan that matches your wealth management needs.

Starter

Free

Perfect for getting started

  • Up to 5 asset accounts
  • Basic portfolio dashboard
  • 1 Trusted Contact
  • Document storage (100MB)
  • Advisor integration
  • Advanced reports
Get Started Free
Most Popular

Professional

$49 /month

For serious wealth builders

  • Unlimited asset accounts
  • Full portfolio dashboard
  • 5 Trusted Contacts
  • Document storage (5GB)
  • Advisor integration
  • Advanced reports & PDF export
  • Plaid bank sync
Start 14-Day Free Trial

Elite

$149 /month

For families & family offices

  • Everything in Professional
  • Unlimited Trusted Contacts
  • Document storage (Unlimited)
  • Multi-entity management
  • Cash flow planning
  • Priority support
  • Dedicated account manager
Contact Sales

Feature Comparison

Feature Starter Professional Elite
Asset Accounts 5 Unlimited Unlimited
Trusted Contacts 1 5 Unlimited
Document Storage 100MB 5GB Unlimited
Portfolio Dashboard
Bank Sync (Plaid)
Advisor Integration
PDF Reports
Cash Flow Planning
Priority Support

Frequently Asked Questions

Yes! The Professional plan includes a 14-day free trial. No credit card required. You can also use our Starter plan completely free, forever.
Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any billing differences.
Your security is our top priority. We use 256-bit AES encryption, SOC 2 compliance, and read-only bank connections through Plaid. We never store your banking credentials.

Start Building Your Legacy Today

Join thousands of families who trust WealthSmith to manage and protect their wealth.

Get Started Free

No credit card required. Free plan available forever.