Pricing
Simple, per-seat pricing for advisory teams
Finterest is priced per advisor seat on a flat monthly rate, with 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.
Finterest is priced per advisor seat on a flat monthly rate, with tiers sized to your team. Starter is $1,000 per month for 2 to 10 seats, Growth is $4,500 per month for 11 to 50 seats, and Enterprise for 51+ seats is custom-priced. Every plan includes the full platform.
Starter
$1,000per month
2 to 10 advisor seats
The full platform, fast one-call onboarding, and everything a small advisory team needs to run compliant outbound.
Growth
Most popular$4,500per month
11 to 50 advisor seats
Everything in Starter, plus team-wide lead dedup, lead assignment, manager and advisor roles, and manager dashboards with per-advisor drill-down.
Enterprise
Custom
51+ seats
For broker-dealer and large RIA deployments. Everything in Growth, plus the controls, security review, and support that larger firms require. Contact sales for a quote.
What every plan includes
- AI lead sourcing with conversational search and lead scoring on your own book
- 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, Redtail, 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?
Finterest starts at $1,000 per month for the Starter plan (2 to 10 seats). Growth is $4,500 per month (11 to 50 seats). Enterprise (51+ seats) is custom-priced. Every plan includes the full platform.
How is Finterest priced?
Finterest is priced per advisor seat on a flat monthly rate, with 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, per-seat monthly plans starting at $1,000 per month for Starter. You can book a demo to see the platform before you buy.
What counts as a seat?
A seat is one advisor using the platform. You choose the tier that fits your number of advisor seats.
Do you offer custom or enterprise pricing?
Yes. Enterprise (51+ seats) is custom-priced for broker-dealer and large RIA deployments, with the controls, security review, and support larger firms require. Contact sales for a quote.