A traditional advisor charging 1% AUM on a $1M portfolio costs $10,000 a year — and that number climbs every year your balance grows. QuantRidge charges a transparent flat rate instead.
Founding pricing holds for 12 months, then renews at list — 50 individual spots and 50 firm spots, open until filled or withdrawn.
Prices, plans, and offers may change at any time without prior notice. A change applies to new purchases immediately and to an existing subscription from its next renewal; the price shown at checkout is the one that applies to you. See Terms.
Weighing us against something else? See how QuantRidge compares to the alternatives — including the readers we think should pick one of them.
One dashboard for your holdings, taxes, retirement, and estate plan — built for self-directed investors.
Founding 50 rate — first 12 months, then $175/mo
For RIAs, CPAs, attorneys, and advisory firms managing multiple clients or households.
+ $3,000 one-time implementation per firm
Founding 50 rate — first 12 months, then $1,000/mo + $450/seat
Plus $3,000 one-time implementation, billed at kickoff.
Referral fees are contingent, not baked into your bill
Subscription and implementation pricing above is everything you pay QuantRidge. Referral revenue — from partner firms and our Partner Directory — is a separate, contingent-upside arrangement that never changes what you owe as a subscriber.
Read-only brokerage
Link accounts or import CSV
Portfolio analytics
NAV, drawdown & correlation
4 AI agents
Research, filings, risk & tax
CPA-ready exports
Tax lots & realized gains
Individual vs Business — pick the path that fits you.
| Feature | Individual | Business |
|---|---|---|
| Best for | Self-directed investors | RIAs, CPAs, attorneys & advisory firms |
| Billing | $175/mo flat — one seat | $1,000/mo platform + $450/seat/mo |
| Onboarding | Self-serve, instant | $3,000 one-time implementation |
| Portfolio & tax tools | Full dashboard, tax tracking, goals | Included + household/client rollups |
| AI agents | 4 agents on your holdings | 4 agents across every client book |
| Research Engine | ||
| Estate & legacy workspace | ||
| Secure document vault | ||
| Team roles & permissions | ||
| Client-ready exports | CPA export | CPA & attorney-ready, co-branded option |
| Referral directory listing | ||
| Dedicated account contact | ||
| Support | Priority + named contact |
Everything you need to know about pricing and plans.
Still have questions?
Contact usOnboarding, client data migration, and team training are handled as part of your $3,000 implementation — with a dedicated account contact from day one. Founding 50 firm pricing is still open.
See what QuantRidge looks like for RIAs & financial advisory firms.