Pricing

Intelligence at a price
the incumbents can't touch

Orion charges $15K–$400K/year. ApexWealth starts at $499/month.
Same intelligence layer. A fraction of the cost.

Starter
Dip your toes in. Prove the model.
$499 /month
  • ✓ 2 AI agents Market Monitor + Compliance Guardian
  • ✓ Up to 20 clients
  • ✓ Real-time market alerts
  • ✓ Basic compliance scanning
  • — Tax-loss harvesting
  • — Automated client reporting
  • — Dedicated onboarding
Join Waitlist
Most Popular
Professional
The full stack. Most firms land here.
$999 /month
  • ✓ All 4 AI agents Market Monitor + Tax Optimizer + Client Reporter + Compliance Guardian
  • ✓ Up to 100 clients
  • ✓ Real-time market alerts
  • ✓ Tax-loss harvesting Est. avg 23% savings per client
  • ✓ Automated monthly reporting
  • ✓ Full compliance monitoring
  • — Dedicated onboarding
Join Waitlist — Most Popular
Enterprise
Scale without ceiling. Priority everything.
$1,999 /month
  • ✓ All 4 AI agents Unlimited clients
  • ✓ Unlimited clients
  • ✓ Everything in Professional
  • ✓ Priority support < 4h response SLA
  • ✓ Dedicated onboarding 1:1 session + workflow setup
  • ✓ Custom compliance rules
  • ✓ API access For custom integrations
Join Waitlist
What's included
Feature Starter Professional Enterprise
AI Agents 2 agents 4 agents 4 agents
Client Limit 20 clients 100 clients Unlimited
Market Monitor ✓ ✓ ✓
Compliance Guardian ✓ ✓ ✓
Tax Optimizer — ✓ ✓
Client Reporter — ✓ ✓
Automated Reporting — ✓ ✓
Priority Support — — ✓
Dedicated Onboarding — — ✓
API Access — — ✓
Early Access

Be first to launch

We're onboarding firms in cohorts. Join the list and we'll reach out before your cohort opens.

Current cohort: 23 firms in queue  ·  Estimated launch: Q3 2026