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Quantum Wealth

Platform Pricing

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Transparent pricing

A clearer view of global wealth, priced like a serious operating tool.

Track holdings across portfolios, import statements, review snapshots, stress-test scenarios, and let AI analyze your positions with real-time market intelligence.

Portfolio dashboard Statement import Stress testing AI stock analysis
Plan stack

Choose the plan that fits how deeply you want to operate your portfolio.

Start with a personal plan, then move into more advanced review, reporting, and administration as your workflow grows.

Founding
$19/mo

For early believers willing to grow with the platform while we keep shipping fast.

  • checkUp to 2 portfolios
  • checkStatement import and holdings cleanup
  • checkCore dashboard, assets, and reports
  • checkSnapshot history and manual comparison
Standard
Most popular
$29/mo

The main plan for people who want a clean, complete view of global holdings, snapshots, and portfolio change.

  • checkUnlimited portfolios
  • checkStatement timeline and reconciliation
  • checkStress tests and macro-event scenarios
  • checkGlobal exposure and snapshot ledger
  • checkLive price refresh tools
Professional
$79/mo

For power users who want deeper reporting discipline and more frequent operational use.

  • checkEverything in Standard
  • checkPriority statement support
  • checkAdvanced export and review workflows
  • checkHigher automation and refresh allowance
Advisor / Admin
$199+/mo

For controlled onboarding, approvals, and multi-user oversight rather than solo portfolio tracking.

  • checkUser approvals and admin controls
  • checkShared client-review workflows
  • checkOperational oversight and system health
  • checkWhite-label or custom support path later
Why people choose Quantum Wealth

More than a tracker

Visibility across structures

See how assets sit across countries, currencies, and portfolios instead of relying on one broker view at a time.

Audit-ready history

Snapshots and statement timelines make it easier to trace what changed, when it changed, and why it matters.

Forward-looking decisions

Stress tests and exposure analysis help users think beyond performance and focus on resilience, liquidity, and concentration.

Need a custom setup?

Start with the core plan and grow into a larger workflow when it makes sense.

Early access
$19

Best for early adopters joining during the invite-only period.

Standard
$29

The right default for most users who want a serious operating view of their wealth.

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