Simple, transparent pricing
Every feature on every plan — tiers only change AI credits and service level.
Pro
The complete platform for your practice
Billed annually · $99 quarterly
Max
More AI horsepower, first access.
Billed annually · $149 quarterly
Enterprise
For firms that need custom control
Every plan starts with a white-glove pilot on your firm's own data.
How FinTurk stacks up
See why advisors are making the switch to FinTurk.
| Feature | FinTurk | Practifi | Redtail | Wealthbox |
|---|---|---|---|---|
| Starting Price | From $90/user | $120/user + $1,200/mo base | $45-65/user | $59-99+/user |
| CashSweep™ | ||||
| Finn (native) | Add-on | 3rd-party | Paid add-on / top tiers | |
| Workflow Automation | Limited | |||
| Custom Fields | Unlimited | Unlimited | Unlimited | Limited |
| Unlimited | Tier-dependent | Limited | ||
| Implementation Time | Days | Weeks-Months | Weeks | Days |
| SOC-2 Type II | ||||
| Shared |
Pricing and features compared as of August 2026. Subject to change.
Frequently asked questions
Everything you need to know about FinTurk pricing and plans.
AI credits power Finn, FinTurk's native AI, across features like intelligent meeting summaries and automated email drafting. Each action uses a small amount of credits based on complexity, and every plan includes frontier model access. Pro plans include $10/user/month in credits, and Max and Enterprise plans include $60/user/month. Unused credits don't roll over, and you can buy more anytime if your team is getting value from them.
Ready to transform your practice?
Join 65+ advisors who've already made the switch, and be up and running in days, not months.
SOC-2 Type II certified · Your data stays yours, always.