Pricing

Pricing built for your firm

BlockWealth pricing is based on your firm size and needs. Contact us to get a custom quote.

Starter

For smaller independent advisory firms.

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Flat monthly fee

What's included

  • Up to 3 portfolio models
  • Client account management
  • Trade execution
  • Basic reporting
  • Email support
Most Popular
Growth

For growing firms with multiple advisors.

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Based on AUM

What's included

  • Unlimited portfolio models
  • Multi-advisor access
  • Role-based permissions
  • Advanced reporting
  • Rebalancing tools
  • Priority support
Enterprise

For large firms and institutions.

Custom

Tailored to your firm

What's included

  • Everything in Growth
  • Custom integrations (Coinbase, Anchorage)
  • Dedicated account manager
  • SLA guarantee
  • Custom onboarding
  • API access

All plans include

Core infrastructure included in every BlockWealth subscription.

Secure cloud infrastructure

Your firm's data and client accounts are protected at every layer.

Audit logging

Full immutable activity logs for every action on the platform.

Automatic price sync

Live prices and portfolio values updated in real time.

Regular platform updates

Continuous improvements and new features rolled out automatically.

Talk to our team about pricing

We will put together a plan that fits your firm.