Two tiers. Both run the whole engine.
All six verticals on every seat — Wealth, Tax, Estate, Insurance, Trade, and Business & Real Estate, with Concord reconciling them. The tiers differ in volume and in whether you need the audit packet, not in what the engine can do. Monthly or annual; the annual option gives about two months free. This is a decision engine, not a productivity copilot — and it’s priced for the complex households in your practice, typically $5M and up, though the trigger was always whether the parts interact, not a net-worth line.
Verification-gated — licensed professionals only. The founding cohort is capped. The first professionals have a direct line to the founders; we won’t add seats faster than we can deliver that.
Pro
$999 / seat / month
Monthly, or $10,000 / year — $1,988 saved annually.
All six verticals — Wealth, Tax, Estate, Insurance, Trade, and Business & Real Estate. Concord — the deeper pass — included on every run.
One seat — a single license for the professional running their own practice. Need seats for a team, now or later? That’s Firm.
Twenty-five credits per seat per month — more than a typical HNW book runs, because the engine earns its keep on the complex clients, not every client every month. Credits roll over for ninety days.
Sealed Findings Handoff — send a complete set of findings to another professional as an encrypted bundle. The recipient gets a free, read-only account. No shared workspace, no joint engagement.
Thirty-day refund if the platform fails to materially affect a single client conversation. Unconditional in that window; we do not negotiate. After thirty days, the commitment stands.
Firm
$1,499 / seat / month
Monthly, or $15,000 / year — $2,988 saved annually.
Everything in Pro — the whole engine, same per-run behavior. Firm is not a bigger feature set; it’s the shape for a different kind of practice.
Fifty credits per seat per month. Every seat you add carries its own fifty — ten seats means five hundred credits a month across the practice. Seats are unlimited; the tier scales from a two-person shop to a multi-office firm without changing shape. And there’s no minimum either — a solo professional who needs the audit packet can buy Firm at one seat.
Defensibility Shield — every Concord pass produces a full audit packet alongside the recommendation set. Conflicts surfaced, alternatives rejected, citations traced, dissent preserved. For the moments when a recommendation is questioned and the question deserves a record.
Priority intake for Sealed Findings Handoffs received from colleagues.
Household Dossier
$495 — one time
One household. One coordinated review. No subscription.
Send one household’s plan in. Get the dossier back — every applicable discipline run, every collision found, priced, and sequenced. All six verticals: Wealth, Tax, Estate, Insurance, Business & Real Estate, and Trade. Concord reconciles them and surfaces the conflicts a single-vertical review leaves unresolved.
Fifteen credits, granted at purchase — enough for the initial coordinated run, a full re-run after you correct the profile, and a single-vertical follow-up. Sealed sends to up to three recipients (the household’s CPA, attorney, or a coordinating colleague); each recipient gets a free read-only account. Thirty days of full access from purchase; ninety days of read and export access after that.
Verification-gated — licensed professionals only, same credential check as Pro and Firm.
The full amount applies toward your first month if you stay. Full refund any time before the first run starts.
Start with one householdA practice of a hundred clients does not consume a hundred credits a month. The engine is for the clients whose situations have moving parts — typically a fraction of any book — and a typical HNW solo runs in the low teens. The allowances are sized so a normal month never touches the ceiling, and the unused headroom is the point: you reach for the engine when a client’s situation calls for it, not against a meter.
A small cohort of professionals work with the platform under a different arrangement — free engagement in exchange for validating findings against their real, anonymized client work. This is not a free trial. It is a research relationship with explicit deliverables on both sides. By invitation. Inquiries to [email protected].
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