Free
Bring every account into one clear view.
$0for good
- Link up to 3 accounts
- Budgets with automatic categories
- 20 questions to the AI each month
- A 30-day view of your cash flow
- First advisor call on us
Pricing
Honest prices, nothing hidden
Begin on Free and stay for as long as it suits you. Move up for the complete AI advisor, or for a certified human advisor beside it.
Plus
Most chosenThe complete AI advisor, day and night.
$11a month$132 paid once a year
- No limit on accounts or questions
- 90-day forecasts with smart alerts
- Investing that rebalances itself
- Goal tracking and what-if scenarios
- Support at the front of the queue
Private
Plus a certified advisor of your own.
$39a month$468 paid once a year
- All of Plus, included
- Your own certified advisor
- A planning session every quarter
- Help with tax and estate plans
- Share with up to 4 family members
No card to begin. Prices shown in US dollars. Leave whenever you like.
Compare
Every detail, in one view
Pick the amount of help that suits where you are right now. Moving between plans stays open to you at every step.
| What you get | Free | Plus | Private |
|---|---|---|---|
| Everyday money | |||
| Connected accounts | Up to 3 | Unlimited | Unlimited |
| Budgets with auto categories | Included | Included | Included |
| Net worth over time | Included | Included | Included |
| Reminders before bills are due | Included | Included | Included |
| The AI advisor | |||
| Questions to the AI each month | 20 | Unlimited | Unlimited |
| How far forecasts look ahead | 30 days | 90 days | 12 months |
| Proactive smart alerts | Not included | Included | Included |
| What-if scenarios | Not included | Included | Included |
| Investing | |||
| Portfolios managed for you | Not included | Included | Included |
| Hands-off rebalancing | Not included | Included | Included |
| Tax-loss harvesting | Not included | Included | Included |
| Portfolios that match your values | Not included | Included | Included |
| Human advice | |||
| Calls with an advisor | First call on us | First call on us | Unlimited |
| An advisor of your own | Not included | Not included | Included |
| Tax and estate guidance | Not included | Not included | Included |
| How we support you | Priority | Direct line | |
FAQ
Before you choose
Still wondering about something? A person on our team answers within one business day. Just write to us on the contact page.
Never. Free has no end date and never asks for a card. Move up only when you want unlimited questions, longer forecasts or investing that runs itself.
You get 14 days of Plus at no cost, with no card needed to begin. If the trial ends and you have not chosen a plan, you simply settle back onto Free.
Whenever you like, up or down. Moving up applies the moment you choose it, and moving down applies once your current billing period ends.
Every Verdane advisor is on salary. No one earns a commission on any product, so their only reason to suggest something is that it moves you forward.
Everything is encrypted in storage and in transit. Account connections are read-only, money moves only when you approve it, and nothing is ever sold. Export or delete it at any time.
Download a full copy of your data whenever you want. After you close your account, we permanently erase everything within 30 days.
Your next step
A steadier way with money begins here
No card required. Leave whenever you like.
