Simple, transparent pricing
Two plans. Switch to annual billing to save.
Pro
Everything you need to run your practice
Billed annually · $99 monthly
Max
The full platform. Every product, first access.
Billed annually · $149 monthly
All plans include a 14-day free trial. No credit card required.
How FinTurk stacks up
See why advisors are making the switch to FinTurk.
| Feature | FinTurk | Practifi | Redtail | Wealthbox |
|---|---|---|---|---|
| Starting Price | From $90/user | $80-150+/user | $45-65/user | $59-99+/user |
| CashSweep™ | ||||
| AI Features | Finn (native) | Add-on | Limited | Some Included |
| Workflow Automation | Limited | |||
| Custom Fields | Unlimited | Unlimited | Unlimited | Limited |
| Unlimited | Tier-dependent | Limited | ||
| Implementation Time | Days | Weeks-Months | Weeks | Days |
| SOC-2 Type II | ||||
| Shared |
Pricing and features compared as of July 2026. Subject to change.
Frequently asked questions
Everything you need to know about FinTurk pricing and plans.
AI credits power Finn, FinTurk's native AI, across features like intelligent meeting summaries, automated email drafting, client sentiment analysis, and predictive insights. Each action uses a small amount of credits based on complexity, and Max unlocks frontier model access for the most demanding work. Pro plans include $10/user/month in credits, and Max plans include $60/user/month.
Ready to transform your practice?
Join 50+ advisors who've already made the switch. Get up and running in as little as 7 days.
14-day free trial • No credit card required