Free to start.
Premium when you need it.
For advisors & investors exploring evergreen funds.
- Browse 600+ evergreen funds
- Screener & basic filters
- Side-by-side compare (up to 4 funds)
- Watchlist (up to 3 funds)
- Public X-Rays & editorial insights
- AI access via MCP — 5 questions / day
For family offices, wealth managers & allocators.
- Everything in Essential
- Full fund access: Portfolio, Risks & Documents tabs
- Unlimited watchlists with NAV alerts
- Custom views & comparisons (team-shared)
- Branded one-pager client reports
- Owners Intelligence monthly reports
- Team MCP — 20 questions / day / seat
For banks, insurers, asset managers & allocators.
- Everything in Professional
- API access (data-feed integration)
- Custom research projects
- Quarterly business review
- SSO + enterprise security review
- Private MCP server — unlimited + SLA
Prices excl. tax. EU clients are billed in EUR (€6,500 / seat / year).
Frequently asked
Is Owners really free forever?
Yes. The Essential tier gives anyone access to browse 600+ evergreen funds, use the basic screener, save a watchlist and read our editorial. It's free forever, no credit card required. We make money from the paid tiers.
Why annual only?
Professional and Enterprise are annual contracts. It keeps pricing transparent for teams that plan annual budgets and lets us invest in long-term editorial and data work instead of monthly churn management.
What happens if I cancel?
You can cancel anytime. Your account drops back to the Essential tier and you keep access to all Essential features. No data lost.
Can I switch tiers mid-month?
Yes. Upgrades are pro-rated and take effect immediately. Downgrades take effect at the next billing cycle.
Which currency will I be billed in?
Clients with an EU billing country are billed in euros (€6,500 per seat per year); everyone else is billed in US dollars ($7,000 per seat per year). Prices are set as a fixed price book, not a daily exchange rate: the dollar price is our reference and the euro price is a rounded equivalent we keep stable, so your renewal never moves with the currency market.
Do asset managers get a different price?
No. Asset managers use the same tiers as everyone else. A 5-person IR team on Professional pays the same per-seat rate as a 5-advisor RIA. Enterprise pricing applies when you need API access, unlimited seats or custom research — regardless of who you are.
Do you sell our data to anyone?
Never. Subscribers' usage data is strictly private. Aggregated, anonymized engagement signals may power our market intelligence but cannot be traced back to any individual subscriber.
Not sure which tier?
Book a 20-minute call. We'll walk through your needs and recommend the right tier — or tell you to stay on Free if that's the right call.
Book a call