[ Raiz In... Reviews ](https://www.g2.com/products/raiz-invest-raiz-invest/reviews) [ Raiz In... Reviews ](https://www.g2.com/products/raiz-invest-raiz-invest/reviews) # Raiz Invest Pricing Overview [Editedit](https://my.g2.com/raiz-invest-raiz-invest/pricings) [Claim your profile now](https://www.g2.com/products/raiz-invest-raiz-invest/claim_requests/new) ## Raiz Invest Pricing Key Insights Last updated on Apr 09, 2026 * * * Information about Raiz Invest 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 Raiz Invest must be conducted with the seller. Pricing information for Raiz Invest is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Raiz Invest must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/raiz-invest-raiz-invest/competitors/alternatives) ## Raiz Invest 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 Pricing information for the above various Raiz Invest 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) ##### Explore More [Which visual configuration software is best for complex industrial equipment with lots of customization options where a 2D spec sheet does not give buyers enough confidence?](https://www.g2.com/discussions/which-visual-configuration-software-is-best-for-complex-industrial-equipment-with-lots-of-customization-options-where-a-2d-spec-sheet-does-not-give-buyers-enough-confidence)[Which lead retrieval platform has the best follow-up email automation so exhibitors can reach out to badge scans within hours of the event rather than days later?](https://www.g2.com/discussions/which-lead-retrieval-platform-has-the-best-follow-up-email-automation-so-exhibitors-can-reach-out-to-badge-scans-within-hours-of-the-event-rather-than-days-later)[Which product analytics platforms are genuinely useful for an early-stage startup that needs to validate product assumptions without a full data stack?](https://www.g2.com/discussions/which-product-analytics-platforms-are-genuinely-useful-for-an-early-stage-startup-that-needs-to-validate-product-assumptions-without-a-full-data-stack) [Best-rated software for controlling company expenses](https://www.g2.com/discussions/which-of-these-top-tools-is-best-for-controlling-company-expenses)[What platform provides templates for business process mapping?](https://www.g2.com/discussions/which-platform-provides-templates-for-business-process-mapping)[Which data observability software is best for small businesses](https://www.g2.com/discussions/which-data-observability-software-is-best-for-small-businesses) [Show MoreShow Less](javascript:void(0);)