Tech riderRev. 20 Sept 2026
Foundry Planning
- 1Runs onWeb
- 2Costspaid from $166/mo
- 3Cash-flow modelingYes
- 4Goal planningYes
- 5Tax planningYes
- 6Scenario analysisYes
- 7Insurance planningYes
- 8Investment planningYes
8 lines stated Written from the maker's own pages: foundryplanning.com
Overview
Foundry Planning is ranked #21 of 34 in financial planning software on Specifiction. It runs on Web. There is no free plan. Paid plans start at $166/mo.
Foundry Planning plans and pricing
All plansFoundry Planning $166/mo billed annually Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor foundryplanning.com · 20 Sept 2026
Compared on financial planning software
- Free plan
- Nofoundryplanning.com
- Cash-flow modeling
- Yesfoundryplanning.com
- Goal planning
- Yesfoundryplanning.com
- Tax planning
- Yesfoundryplanning.com
- Scenario analysis
- Yesfoundryplanning.com
- Insurance planning
- Yesfoundryplanning.com
- Investment planning
- Yesfoundryplanning.com
- Client portal
- Yesfoundryplanning.com
Best Foundry Planning alternatives
See all 20 All accessCh 01 Boldin Free planFree trialAndroid from $12/mo7.5 All accessCh 02 ProjectionLab Free planFree trialAndroid from $10.75/mo7.5 All accessCh 03 MaxiFi Free trialAndroidiOS from $12.42/mo7.4 All accessCh 04 MoneyGuide Free trialiOSMac from $33.33/mo7.4 All accessCh 05 myprosperity Free planAndroidiOS from A$14.95/mo7.4 All accessCh 06 Betterment Free planAndroidiOS from $0.05/mo7.3
Where it ranks on Specifiction
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Sources
- foundryplanning.com/pricing· checked 20 Sept 2026