Pricing

    Affordable Pricing for Every Practice

    We can offer affordable pricing compared to our competitors as we do not have expensive salespeople who will re-sell products that you don't need. We would rather let you try our product free of cost, and you pay only if you are satisfied at the end of the free trial.

    Lead pricing is determined by the prospect's investable assets. There is no monthly minimum commitment required.

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    MonthlyYearly
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    Most Popular

    Essential

    $297/mo billed annually
    $330/moSave $396/year
    Billed annually at $3564

    Perfect for growing advisory practices

    Unified Customer Profile View
    Customer Experience Automation
    Financial Calculators with Lead-gen Automation
    Engagement Builder with Automation Templates
    Unlimited Landing Pages
    Unlimited Email Templates
    Audience Segmentation
    Web Analytics
    Tags and Events
    A/B Testing
    Reporting and Analytics
    Compliance Monitoring
    Custom Branding
    Integrations
    AI Match-making
    Email Support
    Up to 5 Financial Blogs (3500+ to choose from)
    10X Email Send
    Compliance Workflow
    Dedicated IP for Email Send
    IP Warming for Email Send
    Up to 10 Users. Additional Users as you Scale
    24/7 Tech Support
    Advanced Automation Workflows
    Priority Support
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    Enterprise

    Contact Us
    Custom Pricing

    For large advisory practices with advanced needs

    All Essential Plan Features
    Core Banking Integration
    AI Moments of Truth
    Life and Financial Events
    FICO Score Tracking and Credit Inquiries
    Fintech Apps
    On-Premise Hosting
    Unlimited Users
    Dedicated Account Manager
    Custom Training & Onboarding
    Request Demo

    Additional Services

    Add-on Services

    Additional emails$25/100K emails/month
    Additional users$10/user/month
    Additional IP$50/IP/month
    Additional blogs$15/blog/month

    Consulting Services

    Additional marketing and content strategy consulting options are available. Contact our team to discuss your specific needs and get a custom quote.

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    Publishers and Influencers

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    Frequently Asked Questions

    How are pre-qualified leads priced?

    Pre-qualified leads are priced based on the investable assets of the prospects. This ensures you pay a fair price based on the quality and potential value of each lead. Contact us to learn more about our lead pricing structure.

    Can I upgrade or downgrade my plan?

    Yes, you can upgrade or downgrade your plan at any time. Changes will be reflected in your next billing cycle, and we'll prorate any differences in pricing.

    Ready to Get Started?

    Get started today and see how Kapitalwise can transform your practice.

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