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How much do AI meeting notes tools cost for financial advisors?
Short answer: Of 6 meeting notes tools we list, 5 publish prices. The lowest starting price is Otter.ai (Free; Pro from $8.33/user/mo) and the highest is Jump (From $100/advisor/mo). Jump, Finmate AI, Fathom, Otter.ai offer a free plan or trial. Zeplyn prices by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Otter.ai | Free; Pro from $8.33/user/mo | Basic plan is free forever (300 monthly transcription minutes). | Pricing details |
| Fathom | Free; paid from $15/user/mo | Free forever plan for individuals. | Pricing details |
| Finmate AI | From $39/mo (annual) | Free trial offered. | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Otter.ai
- Basic: $0
- Pro: $8.33/user/month billed annually; $16.99 monthly
- Business: $19.99/user/month billed annually; $30 monthly
- Enterprise: Schedule a demo
Fathom
- Free: $0
- Premium (individuals): $16/user/month billed annually or $20 monthly
- Team: $15/user/month billed annually or $19 monthly
- Business: $25/user/month billed annually or $34 monthly
- Enterprise: Talk to sales
Zocks
- Essentials: $67/user/month billed annually or $80 monthly
- Professional: $117/user/month billed annually or $140 monthly
- Ultimate: $184/user/month billed annually or $220 monthly
- Admin assistant seat: $25/month
Jump
- Meet (core plan): $100/advisor/month
- Onboard (add-on): $50/advisor/month
- Grow (add-on): $50/advisor/month
See features and fit on best meeting notes tools for financial advisors.
FAQ
How much do meeting notes tools cost for financial advisors?
Of 6 meeting notes tools we list, 5 publish prices. The lowest starting price is Otter.ai (Free; Pro from $8.33/user/mo) and the highest is Jump (From $100/advisor/mo). Jump, Finmate AI, Fathom, Otter.ai offer a free plan or trial. Zeplyn prices by quote.
What's the cheapest meeting notes tool for advisors?
By published starting price, Otter.ai at Free; Pro from $8.33/user/mo (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
Do I need client consent to record a meeting?
Recording-consent laws vary by state, and your firm may have its own policy. Many advisors ask for and document consent at the start of every recorded meeting.