Finterest Pricing Overview

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Finterest Pricing Key Insights

Last updated on Apr 09, 2026

Finterest offers 4 pricing editions, starting at $199. Finterest pricing tiers are designed to support different usage levels and team sizes. Finterest does not offer a free trial. Higher-tier plans are available via direct consultation with the vendor. Compare the Finterest pricing table below to figure out the best fit for your needs.

Practice — $199 / 1 seat Per Month
Team — $249 / 1 seat Per Month
Solo — $299 / 1 seat Per Month
Firm — Contact Us
Rated 4.8 / 5

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

Solo
$299.00
1 seat Per Month

1 seat. For one financial professional running their own pipeline. Includes the full platform: AI lead sourcing, multi-channel outreach across email, LinkedIn, and phone, the Fin AI co-pilot, qualification, and CRM push.

Team
$249.00
1 seat Per Month

2 to 5 seats. For small teams working one shared pipeline. Every plan includes the full platform; plans differ only in price per seat and seats covered.

Practice
$199.00
1 seat Per Month

6 to 20 seats. Lowest price per seat, for growing practices with several producers. Every plan includes the full platform.

Firm
Contact Us

21+ seats. For larger firms and broker-dealer or RIA deployments. Priced for your team; book a demo at finterest.com/pricing for a quote.

Top-Rated Alternatives

GReminders
GReminders
4.6/5(763)
Zocks
Zocks
4.7/5(679)
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud
4.2/5(425)

Finterest Alternatives Pricing

The following is a quick overview of editions offered by other AI Assistants for Financial Services

Product Price Features
GReminders
GReminders
Basic
 FreePer Month
Best for Simple Automated Scheduling and Email Reminders.
  • 160 Email Reminders per Month
  • 1 Connected Calendar
  • 1 Event Type
  • Schedule Unlimited Events
Zocks
Zocks
Essentials
 Starting at $67.001 User Per Month
Capture notes without recordings & free up time to focus on clients
  • Meeting preparation
  • AI Note-taking
  • CRM integration
  • Financial planning integration
  • Portfolio management integration
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud
Agentforce Financial Services Service Enterprise
 $325.001 user Per Month
The financial services CRM for service with built-in AI.
  • Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Easy-to-Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low-Code Customization

Various alternatives pricing & plans

Pricing information for the above various Finterest 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.

Finterest Pricing Reviews

(1)
Jordan N.
JN
Jordan N.
Derivatives trader
Small-Business (50 or fewer emp.)
"Easy Demographic Targeting That Helps Grow Professional Relationships"
5/5
What do you like best about Finterest?

The fact that it’s so easy to find the exact demographic of people that I’m looking to connect with and grow professional relationships with. Review collected by and hosted on G2.com.

What do you dislike about Finterest?

There isn't much dislike. They may lag a little in their in-house AI support chat. But other than that it's a very good software Review collected by and hosted on G2.com.

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