Specifiction
For vendors
AdvertiseTop spots, featured rows, home sponsor Get listedAdd a product we don't cover yet Claim a listingFree: verify the domain, then correct your page Vendor dashboardNumbers, orders and placements
List your tool
Vendor dashboard
Tech riderRev. 4 Oct 2026

Meridian Planning

Ch 166.5of 31 Financial Advisor Software
  1. 1Runs onNot stated by the maker
  2. 2Costsfree trial · paid from $49/mo
  3. 3Financial planningYes
  4. 4Billing and invoicingYes
3 lines stated Written from the maker's own pages: meridianplanning.app
Visit site Alternatives
The Meridian Planning homepage

Overview

Meridian Planning is ranked #16 of 31 in financial advisor software on Specifiction. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Meridian Planning plans and pricing

All plans
Founding Member rate $49/mo $49/mo First 25 customers only · 18 of 25 spots remaining meridianplanning.app · 4 Oct 2026
Solo Advisor $79/mo $79/mo 1 user · up to 75 clients · all modules meridianplanning.app · 4 Oct 2026
Small Practice $149/mo $149/mo Up to 5 users · 250 clients · all modules · priority support meridianplanning.app · 4 Oct 2026
Enterprise $299/mo $299/mo Unlimited users · unlimited clients · custom onboarding meridianplanning.app · 4 Oct 2026

Compared on financial advisor software

Free plan
Nomeridianplanning.app
Financial planning
Yesmeridianplanning.app
Billing and invoicing
Yesmeridianplanning.app

Facts

Product
Meridian describes itself as a practice management platform for financial advisors who also do tax.meridianplanning.app · 4 Oct 2026
Tax workflow
The tax module has an 8-stage workflow pipeline for every return type.meridianplanning.app · 4 Oct 2026
Advisory management
The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.meridianplanning.app · 4 Oct 2026
Retirement income
The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.meridianplanning.app · 4 Oct 2026
Included modules
The page names six modules—Retirement, Business, Tax, Cash Value, Presenter, and Estate—and says all six are included in every plan.meridianplanning.app · 4 Oct 2026
Intended users
The product is built for financial advisors who also do tax.meridianplanning.app · 4 Oct 2026
Founder experience
The page says Meridian was designed by Sharon Griffin, described as having 45+ years in financial services and 12+ years in financial advisory.meridianplanning.app · 4 Oct 2026
Cancellation
The pricing section says customers can cancel anytime.meridianplanning.app · 4 Oct 2026
Support
The Small Practice plan includes priority support.meridianplanning.app · 4 Oct 2026
Onboarding
The Enterprise plan includes custom onboarding.meridianplanning.app · 4 Oct 2026
Company
The page identifies the company as Meridian Planning App LLC and says it was built by Sharon Griffin and Brittany St Julian.meridianplanning.app · 4 Oct 2026

Best Meridian Planning alternatives

See all 20
All accessCh 01 MoneyGuide Free trialiOSMac from $33.33/mo7.4 All accessCh 02 Conquest Free trialAPIWeb 7.2 All accessCh 03 FinStak Free trialAndroidiOS from $60/mo7.2 All accessCh 04 eMoney Advisor Free trialAndroidAPI 7.0 All accessCh 05 Fin365 Free trialWeb 7.0 All accessCh 06 RightCapital Free trialAndroidiOS from $12.50/mo7.0

Where it ranks on Specifiction

Is Meridian Planning yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote Meridian Planning

Sources