Finary vs Income Lab
FinaryWealth Management
$59/yearPublished price
Income LabWealth Management
From $199 / moPublished price
Finary Wealth Management Investir et gérer son patrimoine | Income Lab Wealth Management Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates. | |
|---|---|---|
| Overview | ||
| Category | Wealth Management | Wealth Management |
| What it is | Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios. | Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates. |
| Pricing | ||
| Published price | $59/year Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr… | From $199 / mo Per-advisor, flat regardless of client count: Core $199/mo (plan building, guardrails income strategy, Social Security optimizer, distribution planning); Pro $299/mo (adds Tax Lab… |
| Pricing model | Tiered plans | Tiered plans |
| Free options | Free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2018 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | Paris, France | Boulder, CO |