Product How it works Pricing

Pricing

Pay for
intelligence,
not features.

Every plan runs the full FiND signal engine. The difference is scale — how many prospects you see and how deep the signal goes.

Monthly Annual Save 20%
One new $3M AUM client = ~$30K/yr in fees. At that rate, Starter pays for itself in under two weeks.
Starter
$299
per month · per advisor
For advisors ready to move beyond referrals.
25 matched prospects per month
Core signal intelligence (4 signal types)
AUM-fit filtering and geographic targeting
AI prospect briefings on every match
Email support
Growth · Most popular
$699
per month · per advisor
The complete system, without limits.
Unlimited prospects per month
Full signal suite — all 200+ signal types
Network proximity mapping
CRM integration (Salesforce, Redtail)
Weekly AI prospect digest
Priority support
Enterprise
Custom
team pricing · annual contract
For RIAs and wirehouse teams who need multi-seat access and compliance controls.
Everything in Growth
Unlimited advisor seats
Compliance-mode data controls
Dedicated success manager
Custom integrations + SOC 2 docs
SLA + dedicated onboarding

A few things advisors always ask.

Is the data sourcing compliant?+
Yes. All data is sourced from compliant, permissioned channels — public SEC filings, aggregated network data, and licensed third-party sources. No cold-scraped lists. Full documentation available for Enterprise clients.
When do I see my first prospects?+
Most advisors see their first matched prospects within 24–48 hours of completing setup. The model improves match quality continuously as it learns from your feedback — most advisors see meaningful quality gains within 2–3 weeks.
What makes Growth worth the upgrade?+
Unlimited volume and full signal depth. Starter uses 4 core signal types; Growth unlocks all 200+, including network proximity mapping and advisor churn detection. Growth plan advisors close an average of 2.3 new clients per quarter.
Can I cancel?+
Monthly plans cancel anytime. Annual plans are non-refundable after 30 days. All plans include a 14-day free trial — no credit card required to start.

Not sure? Talk to us first.

We'll find the right fit for where your practice is today.

Most advisors start with Growth. Many start with Starter and upgrade within 60 days.