Future of SoftwareStart Survey

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FP Transitions vs MentorcliQ

People
FP TransitionsSuccession Planning
MentorcliQMentoring Platforms
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Price
Published entry price
$825+per month
Annual estimate10 people, entry price
$9,900+
Flat rate
Offer
No offer right now
No offer right now
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Overview
Focus
Succession Planning
Mentoring Platforms
Product
Succession planning and M&A platform for financial advisors
Employee mentoring software for enterprises with matching algorithms and program analytics.
Headquarters
Lake Oswego, Oregon
Columbus, Ohio
Company size
51-200 employees
51-200 employees
Founded
1999
2012
Pricing details
Plan
Published entry price
Published rate
$825+ / month
Billable seats
Flat rate
Pricing source
Source updated
Oct 29, 2026
Nov 2, 2026

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Succession Planning