Pricing
Simple, transparent pricing
Choose the plan that fits your verification needs. Start with a free trial and scale as you grow.
Starter
Perfect for independent advisors just getting started with verification.
$29.99/month
Up to 10 client invites per month
E-signature & disclosure templates
Real-time progress tracking
24/7 Priority Support for all users
Most Popular
Professional
Ideal for growing advisory practices with higher verification needs.
$44.99/month
Up to 25 client invites per month
E-signature & disclosure templates
Real-time progress tracking
24/7 Priority Support for all users
Ultra
For established firms requiring maximum capacity and premium support.
$64.99/month
Up to 50 client invites per month
E-signature & disclosure templates
Real-time progress tracking
24/7 Priority Support for all users
Frequently asked questions
Everything you need to know about our pricing and plans.
What's included in the free trial?
The free trial includes access to all features to test our platform. Depending on promotions, you may receive extended trials on higher tiers.
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately and we'll prorate any differences.
Do you offer volume discounts?
Yes, we offer volume discounts for organizations processing more than 50 client invites per month. Contact sales for custom pricing.
What payment methods do you accept?
We accept all major credit cards securely processed via Stripe.
Ready to get started?
Join thousands of financial institutions already using FinVeriQ to streamline their verification processes.