Pricing
Pricing built for your firm
BlockWealth pricing is based on your firm size and needs. Contact us for a custom quote.
Starter
For smaller independent advisory firms.
Contact us
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.
Contact us
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 live; more on roadmap)
- Dedicated account manager
- SLA guarantee
- Custom onboarding
- API access
Included in every plan
Core infrastructure, on every tier
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.