Finrely Pricing Overview

Free Trial

Finrely Pricing Key Insights

Last updated on Apr 09, 2026

Finrely offers 4 pricing editions, starting from $0 to $699. Finrely pricing tiers are designed to support different usage levels and team sizes. Finrely also offers a free trial. Compare the Finrely pricing table below to figure out the best fit for your needs. Some plans may require you to contact Finrely for custom pricing.

Free — $0 / flat_rate Per Month

Core — $79 / flat_rate Per Month

Pro — $249 / flat_rate Per Month

Advisor — $699 / flat_rate 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.

Free

$0.00

flat_rate Per Month

1 company, 1 admin and 1 viewer, 1 source connection, 24 months of history. Dashboard and reports, Data Quality Score, 3 AI insights a month, Board Pack preview and limited AI chat. No payment required.

Core

$79.00

flat_rate Per Month

2 companies, 2 admins and unlimited viewers, 2 source connections, 36 months of history. Early Access price: $49/month, locked for 12 months, then $79/month.

Pro

$249.00

flat_rate Per Month

5 companies, 5 admins and unlimited viewers, 5 source connections, 36 months of history. Everything in Core, plus planning, management consolidation and full AI chat. Early Access price: $149/month, locked for 12 months, then $249/month.

Advisor

$699.00

flat_rate Per Month

15 companies, 15 admins and unlimited viewers, unlimited source connections, 36 months of history. For groups and holdings, and for advisors serving several entities. Early Access price: $429/month, locked for 12 months, then $699/month.

Prices are published on the site - start free and upgrade without booking a call. Monthly billing, cancel anytime. Plans differ by the number of companies, admins and source connections; viewers are unlimited on paid plans.

Pricing information for Finrely is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Finrely must be conducted with the seller.

Early Access prices ($49 / $149 / $429 per month for Core / Pro / Advisor) are locked for 12 months from the start of the paid subscription, then renew at the list price shown. The 14-day free trial applies to paid plans.

Pricing information was last updated on October 04, 2026