Pricing
No demo gate. Here's the price.
One plan with everything included, for every advisor. $1 today, 30-day Pro trial, then $149 a month until you cancel.
MonthlyAnnual save $298
Founding Member price
WealthLens Pro
One plan, everything included. The AI builds the strategy and you take it to the client.
$149 /mo
Get started for $1or book a demo first- All 22 analysis modules
- AI Strategy Architect
- Interactive client Sandbox
- Purchase, refi, cash-out, DSCR, and fix-and-flip
- WealthLens IQ co-pilot and AI copywriter
- MISMO 3.4 import and engagement tracking
- Live client link plus co-branded PDF
- Property lookup, video studio, listing builder
- Guideline Gary and the Lens Guide
$1 today, 30-day Pro trial, then $149 a month until you cancel. $149 a month is the Founding Member price, for a limited number of advisors. Once those seats are claimed, the price for new advisors goes up. Whatever price you sign up at stays yours for as long as you stay subscribed.
Teams
For teams and branches bringing their advisors on together.
Let us talk
Talk to us- One plan for every advisor on your team
- Pricing and terms built around your team
- Onboarding for your whole team
Pricing questions
- How does the trial work?
- $1 today, 30-day Pro trial, then $149 a month until you cancel. You add a card when you sign up, and the trial is the whole product, the same plan you keep. Cancel online before 12:00 noon ET on day 30 and the plan is never charged. The $1 is non-refundable.
- What is included?
- Everything. There is one plan, WealthLens Pro, and every account gets every feature: all 22 analysis modules, the AI Strategy Architect, the interactive client Sandbox, the investor loan types, and the AI co-pilots. There is no upgrade to buy later.
- What does "Founding Member price" mean?
- $149 a month is the Founding Member price, for a limited number of advisors. Once those seats are claimed, the price for new advisors goes up. It is not a teaser rate. Whatever price you sign up at stays yours for as long as you stay subscribed.
- Can I pay annually?
- Yes. Annual is $1,490 a year, which saves $298 a year over paying monthly. Signup is monthly; once your trial converts, you can switch to annual in Account > Billing.
- Do you offer pricing for teams?
- Yes. A team gets one plan for every advisor on it, with pricing and terms built around the team and onboarding for everyone. Book a demo and we will put it together with you.
Still deciding? Book a demo and we will walk you through it.
