Edgefolio Pricing Overview
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Edgefolio Pricing Key Insights
Last updated on Apr 09, 2026
Edgefolio offers 1 pricing edition, starting at $400. Edgefolio pricing tiers are designed to support different usage levels and team sizes. Edgefolio also offers a free trial. Compare the Edgefolio pricing table below to figure out the best fit for your needs. Some plans may require you to contact Edgefolio for custom pricing.
Basic — $400 / Per Feature Per Month
*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.
Top-Rated Alternatives
Edgefolio Alternatives Pricing
The following is a quick overview of editions offered by other Investor Relationship Management Software
| Product | Price | Features |
|---|---|---|
 Free |
$0.00Per User Per Month |
This plan is free.
|
 Essential |
$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply* |
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
|
 Base Edition |
$65.00Per User Per Month |
The plan is billed annually and offers a 30-day free trial.
|
Various alternatives pricing & plans
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Pricing information for the above various Edgefolio alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
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