PRICING
Built for solo wealth advisors. Priced for BGAs.
Start free with the sponsor-supported brief. Upgrade when you want the full HNW Signal Board and Wealth Advisor Playbook library at your fingertips.
Sponsor-supported
Free
For wealth advisors getting started with voice-of-client intelligence.
- Daily HNW Brief (headline + top objections)
- Top 3 public HNW signals each day
- 1 Wealth Advisor Playbook preview / week
- Sponsor-disclosed content.
Most popular
Individual wealth advisor
$49/month
For solo wealth advisors and small practices.
- Full HNW Signal Board (all categories)
- Full Wealth Advisor Playbook library + PDF export
- Daily + Weekly HNW Brief, ad-free
- Suggested meeting questions in your inbox
- Compliance flags on every card.
Firm
$299/month
For firms with up to 25 wealth advisors.
- Everything in Individual
- Up to 25 wealth advisor seats
- Branded PDF export
- Shared meeting-prep notes
- Single-sign-on (Google / Microsoft).
BGA / Enterprise
$999/month
For BGAs, IMOs, RIAs, and broker-dealers serving wealth advisors.
- Unlimited wealth advisor seats
- Custom HNW signal categories
- Carrier-neutral playbook library
- API + data export
- Dedicated editorial liaison.
Not sure which plan fits?
Read a free brief, browse one Wealth Advisor Playbook guide, and decide from there.