For advisors and sophisticated investors discovering evergreen funds.
For family offices, HNW wealth managers and boutique allocators.
For banks, insurers, asset managers, fund of funds & allocators.
Prices excl. tax. EU clients are billed in EUR (€2,000 / seat / year).
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.
Professional and Market Intelligence 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.
You can cancel anytime. Your account drops back to the Essential tier and you keep access to all Essential features. No data lost.
Yes. Upgrades are pro-rated and take effect immediately. Downgrades take effect at the next billing cycle.
Clients with an EU billing country are billed in euros (€2,000 per seat per year); everyone else is billed in US dollars ($2,000 per seat per year). Same price, no conversion — the currency simply follows your billing country.
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. Market Intelligence pricing applies when you need API access, unlimited seats or custom research — regardless of who you are.
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.
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.
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