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Finmate AI pricing
Short answer: Per Finmate AI's pricing page (checked October 21, 2026): From $39/mo (annual). All 2 listed plans and options are below.
Finmate AI plans and prices
| Plan | Price | Note |
|---|---|---|
| Standard | $39/month billed annually | unlimited hours; Finmate says annual saves 22% |
| Enterprise | Custom |
Prices as of October 21, 2026, in USD, as listed on Finmate AI's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free trial offered.
What drives your Finmate AI bill
- Annual billing or an annual term applies to some or all plans.
- There is a free plan or trial, so you can test before paying.
Before you buy
- Monthly billing costs more than the annual rate shown.
- Confirm form pre-fill support for your custodian.
- Check integration depth for your CRM.
Finmate AI pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Finmate AI | From $39/mo (annual) | Free trial offered. | Pricing details |
| Jump | From $100/advisor/mo | Free trial offered on the Meet plan. | Pricing details |
| Zocks | From $67/user/mo (annual) | None listed | Pricing details |
| Zeplyn | Contact vendor | None listed | Pricing details |
| Fathom | Free; paid from $15/user/mo | Free forever plan for individuals. | Pricing details |
| Otter.ai | Free; Pro from $8.33/user/mo | Basic plan is free forever (300 monthly transcription minutes). | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Finmate AI review · Finmate AI alternatives · Best meeting notes tools
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FAQ
How much does Finmate AI cost?
Standard: $39/month billed annually; Enterprise: Custom. Prices as of October 21, 2026.
Does Finmate AI have a free plan or trial?
Free trial offered.
What should I ask Finmate AI about pricing?
Monthly billing costs more than the annual rate shown. Confirm form pre-fill support for your custodian. Check integration depth for your CRM.