Yearly Subscription Pricing

Professional
  • Direct Data Feeds
  • Automatic Statement Parsing
  • Securities Classification
  • Data Download and Porting
  • Prospect Insights
  • Target Allocations
  • Top Drivers of Risk
  • Tax Efficient Implementation
  • Fee Comparison
  • Custom Capital Market Assumptions
  • Additional users $200 /month/user
$500
/month/user
Enterprise
  • Everything in Professional
  • Custom workflow integrations
  • Dedicated account management
  • Custom data retention policy
  • Custom SLA
Custom
Starter
  • Direct Data Feeds
  • Automatic Statement Parsing
  • Securities Classification
  • Data Download and Porting
  • Prospect Insights
$250
/month/user
Professional
  • Everything in Starter
  • Target Allocations
  • Top Drivers of Risk
  • Tax Efficient Implementation
  • Fee Comparison
  • Custom Capital Market Assumptions
$500
/month/user
Advanced
  • Everything in Professional
  • Backtesting
  • PowderGPT GenAI Copilot
  • GenAI Conversation Extraction
  • Wealth Simulation
  • Financial Planning
  • LOA generation and KYC
Closed Beta


Chat with Dominic Tully, cofounder and Head of Sales

Find a Time

Got some questions?

Can my firm be added to the beta?

You can sign up your firm for our beta program by selecting the Advanced plan above. A member of our team will reach out to schedule a time to discuss the beta.

Can I pay for Powder monthly?

Yes, we support monthly and annual pricing plans. You can toggle between the options above.

Can I load my models and capital market assumptions?

Yes, we support custom portfolio models and capital market assumptions. These can be loaded directly into Powder to use with prospects.

How can I start using Powder?

You can sign up your firm by selecting one of the plans above. You can also schedule a time with our Head of Sales above to learn more.

Can I change my plan?

You may upgrade your plan or add new users at any time. Your account manager can discuss options with you if you are interested in adding on additional features.

Who should I contact about media inquiries?

Please reach out to [email protected].