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Pricing · 2026

Family Office Databases pricing

4 plans on the record · a free trial

Every plan

Accredited Investor Database

$495 a month

$495/First Month then $79/Month

Choose one database · PRO export upgrade available

Investor Pipeline Builder

$799 a month

$799/First Month then $79/Month

All investor databases · portal access only · Excel download requires PRO upgrade

Premium Family Office Database

$997 a month

$997/First Month then $79/Month

Choose one database · PRO export upgrade available

Investor Pipeline Builder (Annual)

See the maker's page

$1,350/First Year then $79/Month

All investor databases · portal access only · Excel download requires PRO upgrade