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InvestM... Reviews
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InvestM... Reviews
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# InvestMates Pricing Overview

[Editedit](https://my.g2.com/investmates/pricings)

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## InvestMates Pricing Key Insights

Last updated on Apr 09, 2026

* * *

InvestMates offers a **free trial**. Information about InvestMates pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase InvestMates must be conducted with the seller.

Pricing information for InvestMates is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase InvestMates must be conducted with the seller.
Pricing information was last updated on May 08, 2025

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## Top-Rated Alternatives

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Betterment at Work

4.3/5(709)

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Morningstar Direct

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[

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Morningstar Direct Advisory Suite (formerly Advisor Workstation)

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[
View All Alternatives
](https://www.g2.com/products/investmates/competitors/alternatives)

## InvestMates Alternatives Pricing

The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)

| Product | Price | Features |
| --- | --- | --- |
| ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png)[Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) 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. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees |
| ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png)[Koyfin](https://www.g2.com/products/koyfin/reviews) Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news |
| ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg)[Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm Billing and Reporting Orion Planning Client Portal and Mobile App Alternative Invesment Platform 15% off Any Redtail Plan |

Various alternatives pricing & plans

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Pricing information for the above various InvestMates 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.

##### Categories on G2

[Investment Portfolio Management](https://www.g2.com/categories/investment-portfolio-management)

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