[ Wavvest Reviews ](https://www.g2.com/products/wavvest/reviews) [ Wavvest Reviews ](https://www.g2.com/products/wavvest/reviews) # Wavvest Pricing Overview [Editedit](https://my.g2.com/wavvest/pricings) Free Trial ## Wavvest Pricing Key Insights Last updated on Apr 09, 2026 * * * Wavvest offers **2 pricing editions** , starting from **$199** to **$500**. Wavvest pricing tiers are designed to support different usage levels and team sizes. Wavvest also offers a **free trial**. Compare the Wavvest pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Wavvest Holdings** for **custom pricing**. * * * Platform — $199 / 1 Seat Per Month Platform+ — $500 / 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. Platform $199.00 1 Seat Per Month Full access to Wavvest's suite of tools - AI Financial Planning Engine - Customized App - Financial Planning - Meeting Notetaker - File Hub - External Integrations Show More Platform+ Starting at $500.00 Per Month Everything in Platform + Full Operating System - All Basic Features - Full Back Office Support - Insurance Planning - Tax Filing and Planning Show More Wavvest’s pricing model is designed for financial advisors, RIAs, and wealth management firms seeking an integrated platform for planning, investments, insurance, and tax services. The Platform plan starts at $199 per seat/month, offering core financial planning, portfolio management, and client engagement tools. Platform+ provides an all-inclusive solution with full back-office support, integrated tax filing, and insurance through strategic partners, priced on a basis-point fee on AUM with a $500/month minimum. This flexible structure allows firms to match their costs to client growth, while eliminating the need for multiple software subscriptions. Pricing information for Wavvest is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Wavvest must be conducted with the seller. Contact our team to learn more Pricing information was last updated on August 11, 2025 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/wavvest/competitors/alternatives) ## Wavvest 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 Free Trial Pricing information for the above various Wavvest alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. 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