A traditional advisor charging 1% AUM on a $1M portfolio costs $10,000 a year — and that number climbs every year your balance grows. QuantRidge charges a transparent flat rate instead.
Founding 5 individual pricing holds for 12 months, then renews at list. Business founding pricing is locked for as long as the first 50 approved firms stay subscribed.
One dashboard for your holdings, taxes, retirement, and estate plan — built for self-directed investors.
Founding 5 rate — first 12 months, then $175/mo
For RIAs, CPAs, attorneys, and advisory firms managing multiple clients or households.
+ $3,000 one-time implementation per firm
Founding rate — see offer terms
Plus $3,000 one-time implementation, billed at kickoff.
Referral fees are contingent, not baked into your bill
Subscription and implementation pricing above is everything you pay QuantRidge. Referral revenue — from partner firms and our Partner Directory — is a separate, contingent-upside arrangement that never changes what you owe as a subscriber.
Read-only brokerage
Link accounts or import CSV
Portfolio analytics
NAV, drawdown & correlation
4 AI agents
Research, filings, risk & tax
CPA-ready exports
Tax lots & realized gains
Individual vs Business — pick the path that fits you.
| Feature | Individual | Business |
|---|---|---|
| Best for | Self-directed investors | RIAs, CPAs, attorneys & advisory firms |
| Billing | $175/mo flat — one seat | $1,000/mo platform + $450/seat/mo |
| Onboarding | Self-serve, instant | $3,000 one-time implementation |
| Portfolio & tax tools | Full dashboard, tax tracking, goals | Included + household/client rollups |
| AI agents | 4 agents on your holdings | 4 agents across every client book |
| Research Engine | ||
| Estate & legacy workspace | ||
| Secure document vault | ||
| Team roles & permissions | ||
| Client-ready exports | CPA export | CPA & attorney-ready, co-branded option |
| Referral directory listing | ||
| Dedicated account contact | ||
| Support | Priority + named contact |
Everything you need to know about pricing and plans.
Still have questions?
Contact usOnboarding, client data migration, and team training are handled as part of your $3,000 implementation — with a dedicated account contact from day one. Founding 5 firm pricing is still open.
See what QuantRidge looks like for RIAs & financial advisory firms.