Plans
What it costs
Pricing is published because you should not have to ask.
Principal
List price: $500 a month, or $5,000 a year.
Founding rate: $200 a month, or $2,000 a year, for the first ten paying principals. The founding rate stays for as long as the account stays active.
One securities-backed facility, verified every statement, cushion estimated daily. Alerts, accrual verification, and the distance to a maintenance call.
Join the waitlist →Adviser view
Free
Advisers see the facilities their clients choose to share. There is no charge for the adviser seat, ever.
Join the waitlist →Access opens after our SOC 2 audit and the close of the KAIROS study on October 31, 2026. Join the waitlist.