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ScalableWealth

Pricing

Simple tiers. No surprises.

Pricing is finalised at launch. Waitlist members receive early-access terms before general availability, and those terms are grandfathered.

Individual

Your own wealth, fully instrumented.

At launch early-access terms via the waitlist

  • Deterministic dashboard across all your accounts
  • ScalableWealth Intelligence with cited answers
  • Document vault with extraction & search
  • All ten workspaces included
Join the waitlist

Most popular

Advisor

Multi-household tenancy for advisors and portfolio managers.

At launch early-access terms via the waitlist

  • Everything in Individual
  • Multiple households with strict tenancy isolation
  • Compliance workspace with audit review
  • Per-household Intelligence usage quotas
Join the waitlist

Practice

Advisor teams and institutions with bespoke needs.

At launch early-access terms via the waitlist

  • Everything in Advisor
  • Custom data residency and retention
  • SSO and directory integration
  • Dedicated support and onboarding
Join the waitlist

Frequently asked questions

What is ScalableWealth?

ScalableWealth is a wealth management platform that pairs a deterministic, auditable portfolio dashboard with ScalableWealth Intelligence: AI analysis that answers with citations. One source of truth, two ways to work it.

Who is ScalableWealth for?

Individual investors managing their own portfolios, portfolio managers who need reproducible numbers, advisors serving a book of clients, and advisor practices that need multi-household tenancy with a compliance trail.

How much does ScalableWealth cost?

Pricing is finalised at launch across three tiers: Individual, Advisor, and Practice. Waitlist members receive early-access terms before general availability, and those terms are grandfathered.

Does the AI give financial advice?

No. ScalableWealth Intelligence informs, it never advises. Inputs and outputs pass through guardrails, every answer cites the underlying figures, and every tool call lands in an append-only audit log.

How do I get access?

Join the waitlist. We are onboarding a small cohort of investors, advisors, and practices ahead of general availability, with priority access as each cohort opens.

Have questions about which tier fits, or institutional requirements? Talk to the team