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FinTurk pricing
Short answer: Per FinTurk's pricing page (checked October 22, 2026): From $90/user/mo (annual). All 3 listed plans and options are below.
FinTurk plans and prices
| Plan | Price | Note |
|---|---|---|
| Pro | $90/user/month billed annually, or $99 quarterly | $10 AI credits per user per month |
| Max | $135/user/month billed annually, or $149 quarterly | unlimited AI usage, announced October 21, 2026 |
| Enterprise | Custom |
Prices as of October 22, 2026, in USD, as listed on FinTurk's pricing page. Vendors change prices often; confirm before you buy.
- FinTurk says every feature is on every plan; tiers change AI credits and service level.
- On October 21, 2026 FinTurk announced unlimited AI usage for Max plan users, replacing the monthly AI credit. Its pricing page still listed $60 in AI credits for Max when we checked.
- Every plan starts with a pilot on your firm's own data, and migration is done by FinTurk's team.
What drives your FinTurk bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some modules are sold in credit packs, so cost depends on how many documents you process.
- Annual billing or an annual term applies to some or all plans.
Example: At the listed rate, 3 people on Pro would cost $270/month ($3,240/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- FinBox is in early access; confirm availability for your firm.
- Check how AI-drafted emails are archived for recordkeeping.
- Estimate AI credit use on Pro, or compare with Max.
FinTurk pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| FinTurk | From $90/user/mo (annual) | None listed | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: FinTurk review · FinTurk alternatives · Best CRM tools
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FAQ
How much does FinTurk cost?
Pro: $90/user/month billed annually, or $99 quarterly; Max: $135/user/month billed annually, or $149 quarterly; Enterprise: Custom. Prices as of October 22, 2026.
Does FinTurk have a free plan or trial?
FinTurk'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 FinTurk about pricing?
FinBox is in early access; confirm availability for your firm. Check how AI-drafted emails are archived for recordkeeping. Estimate AI credit use on Pro, or compare with Max.