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AI tools

WealthStream

AI decision support that surfaces planning recommendations, with its reasoning, for the advisor to review.

Made by WealthStream, Inc. Visit WealthStream's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listedNone found
Read this before you rely on WealthStream's details. WealthStream sits above a firm's existing planning and CRM systems and reads from them one way. Its site names no specific systems, so no connections are recorded. Sources: WealthStream, Inc.'s page.
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What their website looks like

Screenshot of WealthStream's homepage
WealthStream's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on WealthStream, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Sold to firms (RIAs and RIA aggregators) through a demo, design partnership or pilot; no price shown.

Source: No price on thewealthstream.com: there is no pricing page there is no (/pricing page), and the homepage, FAQ and About Us pages offer only Request a Demo; the FAQ says most firms start with a design partnership or structured pilot. Not found, Oct 6.

What one person pays for other AI tools

AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person. WealthStream isn't on it: it doesn't publish a price.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

No custodian, CRM or planning connection found

We didn't find one on the pages of WealthStream, Inc.'s site we read. Ask WealthStream, Inc. how account data gets into it.

Leaving later

We haven't read WealthStream, Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for WealthStream yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare WealthStream with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
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Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
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Fathom
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Checked on the vendor's site · Oct 13
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Fireflies
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Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
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Corrections

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