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DeepVest review for financial advisors

By William Foster · Updated October 22, 2026

Verdict: DeepVest is best for rIAs that want planning, proposals and portfolio analysis in one AI workspace. Pricing: Contact vendor. Skip it if you only need a standalone planning tool and already have proposal and research software you like.

How we review: this is an editorial summary of what DeepVest publishes about its product and pricing, checked on October 22, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.

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At a glance

Best for	RIAs that want planning, proposals and portfolio analysis in one AI workspace
Category	Financial planning software
Starting price	Contact vendor
Free option	None listed
Pricing model	By quote
Website	www.deepvest.ai/

What DeepVest does

DeepVest describes itself as the agentic front office for wealth teams. Its PlanLab module, launched October 15, 2026, maps a household plan across 11 planning domains with 53 connections between them, pairs an AI planning assistant with deterministic calculators for Social Security claiming, Roth conversions, withdrawal sequencing, RMDs, estate taxes and gifting, and re-runs diagnostics nightly; every AI recommendation goes through advisor review and approval. The workspace also includes AgentLab (AI portfolio analysis), AdvisorLab (prospect statements to proposals), DataLab (cross-asset market data) and MonitorLab (plain-English alerts). DeepVest says it is SOC 2 Type II certified and never trains its AI on client data.

Key capabilities, per DeepVest

PlanLab: 11 planning domains with deterministic Social Security, Roth conversion, RMD and estate-tax calculators
AdvisorLab turns prospect statements into proposals
Complete audit trail; SOC 2 Type II; no training on client data

Good fit if

You want rIAs that want planning, proposals and portfolio analysis in one AI workspace.

Skip it if

You only need a standalone planning tool and already have proposal and research software you like.

What to check before you buy

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.
Have your compliance team review data handling and recordkeeping before any client data goes in.

How DeepVest compares on price

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

List prices from each vendor's website as of October 21, 2026.

DeepVest vs Conquest Planning · DeepVest vs RightCapital · All DeepVest alternatives

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FAQ

Is DeepVest good for financial advisors?

It's a strong fit for rias that want planning, proposals and portfolio analysis in one ai workspace. Agentic AI workspace for RIAs covering proposals, portfolio analysis, market data, monitoring and, with PlanLab, connected financial planning.

What are DeepVest's main features?

PlanLab: 11 planning domains with deterministic Social Security, Roth conversion, RMD and estate-tax calculators. AdvisorLab turns prospect statements into proposals. Complete audit trail; SOC 2 Type II; no training on client data.

Who should not use DeepVest?