Pricing

One simple plan. Or run it yourself.

Every paid plan includes the full product — all accounts, all MCP tools, daily sync. Prefer to self-host? WealthAgent is open source and free forever.

Self-hosted

Open source · run it on your own box

$0

Free forever

  • Full feature set, no limits
  • Bring your own Plaid keys
  • Your data never leaves your server
  • Docker Compose deploy
  • Community support on GitHub
View on GitHub

Cloud · Monthly

Hosted & managed by us

$8/mo

Billed monthly · cancel anytime

  • Nothing to host or maintain
  • All banks & brokerages via Plaid
  • All MCP tools, read-only keys
  • Automatic daily sync
  • Managed backups & TLS
Get started
Best value · 2 months free

Cloud · Annual

Hosted & managed by us

$80/yr

≈ $6.67/mo · billed yearly

  • Everything in Monthly
  • Two months free vs. monthly
  • Apple Pay & Google Pay at checkout
  • Priority email support
  • Cancel anytime, keep access to period end
Get started

Prices in USD. Sales tax added where required. Payments handled securely by Stripe. Want to try it first? Play with the live demo — no sign-up.

Questions

Is the free self-hosted version really the full product?

Yes. WealthAgent is open source — the hosted plans are the exact same software, run and maintained by us so you don't have to manage a server, database, backups, or your own Plaid credentials.

What do I need to self-host?

A machine that runs Docker, and your own Plaid API keys. Everything else ships in the repo. Your data stays entirely on your own server. See the GitHub project for setup.

Can I cancel?

Anytime, from the billing portal. You keep full access until the end of the period you've already paid for.

Do you sell my data or train models on it?

Never. Your financial data is never sold and is never used to train AI models — on any plan.