FinStak pricing
3 plans read from finstak.com
Basic$60 a month $60 /user/month; $70 month-to-month; $500 setup feeCRM Only Read 29 Sep 2026 · finstak.com
Pro$80 a month $80 /user/month; $90 month-to-month; $1,000 setup feeIncludes Basic · FinStak Forms · FinStak Survey · FinStak Projects Read 29 Sep 2026 · finstak.com
Premier$100 a month $100 /user/month; $125 month-to-month; $2,000 setup feeIncludes Pro · FinStak Analytics Read 29 Sep 2026 · finstak.com
In short
- FinStak lists no free plan.
- A free trial is offered.
- Paid plans published: 3, from $60 a month.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Dynamic Planner | £0.67/mo | No | No |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |