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DeepVest pricing
Short answer: DeepVest doesn't publish prices on its website (checked October 22, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
DeepVest plans and prices
| Plan | Price | Note |
|---|---|---|
| Self Directed Pro | $200/month or $1,920/year | for individual investors; 7-day free trial; no AdvisorLab or PlanLab |
| Advisor Premium | Contact vendor | adds AdvisorLab, PlanLab, MonitorLab, tax optimization engine and Wealthbox CRM integration |
| Enterprise | Contact vendor | adds custom integrations, multi-user and team collaboration |
| Day One (new RIAs) | $100/month per advisor for 12 months | standard price $500/month; firms in their first two years with 3 or fewer advisors |
Prices as of October 22, 2026, in USD, as listed on DeepVest's pricing page. Vendors change prices often; confirm before you buy.
- DeepVest says PlanLab is included in the platform at no additional cost to its advisors.
- The published Self Directed Pro plan is aimed at individual investors; advisor features are on Advisor Premium, which is quote-based.
What drives your DeepVest bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Annual billing or an annual term applies to some or all plans.
Questions to ask for a quote
- Confirm which modules are in Advisor Premium vs. Enterprise.
- Check whether your CRM and custodians connect (Wealthbox is listed on the pricing page).
- Ask whether you can import plans from your current planning software.
DeepVest pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| DeepVest | Contact vendor | None listed | Pricing details |
| Conquest Planning | Contact vendor | None listed | Pricing details |
| RightCapital | From $149.95/advisor/mo | 14-day trial offered. | Pricing details |
| eMoney Advisor | Contact vendor | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| MoneyGuide | From $175/advisor/mo | None listed | Pricing details |
| Asset-Map | From $149/mo | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: DeepVest review · DeepVest alternatives · Best financial planning software tools
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FAQ
How much does DeepVest cost?
DeepVest doesn't list prices publicly. Contact the vendor for a quote.
Does DeepVest have a free plan or trial?
DeepVest's pricing page doesn't list a free plan or trial as of October 22, 2026. Ask the vendor about demos or pilots.
What should I ask DeepVest about pricing?
Confirm which modules are in Advisor Premium vs. Enterprise. Check whether your CRM and custodians connect (Wealthbox is listed on the pricing page). Ask whether you can import plans from your current planning software.