Simple, straightforward pricing

Choose the plan that's right for your business.

$8k/year

Growth

Recommended for up to 25 shareholders, and revenue < $25M

25 shareholders

Hands on migration support

White glove support

$12k/year

Success

Recommended for more than 25 shareholders, OR revenue >$25M

100 shareholders

Custom onboarding support

Corporate concierge

$25k/year

Enterprise

Custom pricing for more than 100 shareholders and revenue >$100M

Unlimited shareholders

Custom success plans

Dedicated account team