Pricing
Simple per-seat pricing, sized to your team
Priced per seat, in tiers sized to your team. Every plan includes the full platform: AI lead sourcing, multi-channel outreach across email, LinkedIn, and phone, the Fin AI co-pilot, qualification, and CRM push. You pick the tier that matches your headcount.
Quick answer
Finterest is priced per seat, in tiers sized to your team. Solo is $299 per month for one seat. Team is $249 per seat per month for 2 to 5 seats. Practice is $199 per seat per month for 6 to 20 seats. Firm, for 21+ seats, is custom-priced. Every plan includes the full platform.
Solo
$299
/ month
1 seat
For one financial professional running their own pipeline.
Team
$249
/ seat / month
2 to 5 seats
For small teams working one shared pipeline.
Practice
Best value$199
/ seat / month
6 to 20 seats
Lowest price per seat
For growing practices with several producers.
What every plan includes
- AI lead sourcing with conversational search and lead scoring on fit and timing
- Multi-channel cadences across email, LinkedIn, and phone
- Browser calling with a Twilio and RingCentral softphone
- Fin, the AI co-pilot, for drafting, personalization, pre-call briefings, and call summaries
- Qualification view across all channels and one-click push to HubSpot, Salesforce, and Monday.com
- Compliance controls: pre-send review, audit trail, AES-256 encryption, per-user data isolation, one-click unsubscribe
Frequently asked questions
How much does Finterest cost?
Solo is $299 per month for one seat. Team is $249 per seat per month for 2 to 5 seats, and Practice is $199 per seat per month for 6 to 20 seats. Firm (21+ seats) is custom-priced. Every plan includes the full platform.
How is Finterest priced?
Finterest is priced per seat, in tiers sized to your team. You pick the tier that matches your headcount, and every plan includes the full platform: AI lead sourcing, multi-channel outreach, the Fin AI co-pilot, qualification, and CRM push.
Is there a free trial?
Finterest is offered on paid monthly plans starting at $299 per month for Solo. You can book a demo to see the platform before you buy.
What counts as a seat?
A seat is one person using the platform. You choose the tier that fits your number of seats.
Do you offer custom or enterprise pricing?
Yes. Firm (21+ seats) is custom-priced. Book a demo to get a quote.