Simple plans for every firm
Choose the plan that fits your firm's needs. All plans include core workflow automation with no hidden fees.
Core Ops
Essential operational workflows for growing advisory teams
- Client onboarding workflows
- Document capture & verification
- Task management & routing
- Basic audit logging
- Email support
- Up to 200 households
Ops + Compliance
Complete operational and compliance automation
- Everything in Core Ops
- Policy-gated approvals
- Exception management
- Compliance attestations
- Audit pack exports
- Explainability receipts
- Priority support
- Unlimited households
Enterprise
Custom solutions for large advisory firms
- Everything in Ops + Compliance
- Custom workflow builder
- API integrations
- Data residency options
- SSO / SAML support
- Dedicated success manager
- Custom SLAs
- On-premise deployment option
Who each plan is for
Match your firm's size and oversight needs to the right starting point
Growing firms up to ~200 households
Emerging RIAs standardizing onboarding and task routing for the first time, who need clean operations without a dedicated compliance build-out yet.
Established firms scaling oversight
Multi-advisor practices that need policy-gated approvals, attestations, and audit-ready exports to satisfy regulators and internal compliance teams.
Large & multi-entity organizations
Firms with complex governance, identity, and data-residency requirements that need SSO, custom SLAs, API integrations, and deployment flexibility.
Capability by capability
A complete view of what's included in each plan, from operations to security
| Capability | Core Ops | Ops + CompliancePopular | Enterprise |
|---|---|---|---|
| Operations | |||
| Client onboarding workflows | |||
| Document capture & verification | |||
| Task management & routing | |||
| Household capacity | Up to 200 | Unlimited | Unlimited |
| Custom workflow builder | |||
| Compliance & audit | |||
| Audit logging | Basic | Full | Full + retention controls |
| Policy-gated approvals | |||
| Exception management | |||
| Compliance attestations | |||
| Audit pack exports | |||
| Explainability receipts | |||
| Platform & security | |||
| API access & integrations | Read-only | Full read/write | |
| SSO / SAML & SCIM provisioning | |||
| Data residency options | |||
| On-premise deployment option | |||
| Support & success | |||
| Support channel | Priority | Priority + dedicated | |
| Dedicated success manager | |||
| Custom SLAs | |||
Illustrative demo. Pricing and exact feature gating are confirmed during your quote.
All Plans Include
Core features that power every WealthOS deployment
Bank-grade Security
SOC 2 compliant infrastructure with encryption at rest and in transit
99.9% Uptime SLA
Reliable infrastructure with automatic failover and disaster recovery
Real-time Updates
Live dashboard updates and instant notifications for all workflows
Dedicated Support
Expert support team ready to help you get the most from WealthOS
Add-ons that grow with you
Layer extra capability onto any plan. Bundled by default on Enterprise, available à la carte elsewhere.
Advanced Reporting
Firm-wide analytics, custom dashboards, and scheduled board-ready exports across households, advisors, and compliance outcomes.
Premium Support
A named technical account team, expedited response targets, and a private escalation channel for time-sensitive operations.
Data Residency
Pin your firm's data to a specific region — US, EU, or Canada — with sovereignty controls and region-locked backups.
Implementation & Onboarding
A guided migration of your existing books, workflow templates, and policy library, led by a Meridian onboarding specialist.
Onboarding, done with you
Every firm gets a structured rollout. Enterprise adds white-glove migration and a dedicated onboarding specialist from day one.
Discovery & mapping
We map your current operational and compliance processes, identify the workflows to migrate first, and agree on success metrics with your team.
Configuration & data migration
Your policies, approval gates, and workflow templates are configured in WealthOS. We import existing households and documents, then validate against live cases.
Go-live & enablement
We run advisor enablement sessions, monitor the first cycles alongside your team, and hand off with a tuned playbook and ongoing review cadence.
White-glove migration for Enterprise
We migrate your existing households, documents, and policy library, configure your approval gates, and validate everything against live cases before go-live — so your team switches over without losing a beat.
Frequently Asked Questions
Everything you need to know about WealthOS pricing
How is pricing calculated?
Pricing is based on the number of advisors using the platform. We offer volume discounts for larger teams and custom pricing for enterprise deployments.
Is there a free trial?
Yes, we offer a full-featured interactive demo and can provide a pilot period for qualified firms to evaluate the platform with real workflows.
What support is included?
All plans include email support. Ops + Compliance includes priority support with faster response times. Enterprise includes a dedicated success manager.
Can I upgrade or downgrade?
Yes, you can change your plan at any time. Upgrades take effect immediately, and downgrades take effect at the next billing cycle.
Do you support SSO and SAML?
Single sign-on via SAML 2.0 and OIDC is available on the Enterprise plan, with SCIM provisioning and role mapping to your identity provider. We support Okta, Microsoft Entra ID, Google Workspace, and any standards-compliant IdP.
Where is our data hosted, and can we choose the region?
Core Ops and Ops + Compliance run in our primary US region. Enterprise customers can elect regional data residency — including US, EU, and Canada — and an on-premise or private-cloud deployment for firms with strict sovereignty requirements.
How do contracts, SLAs, and renewals work?
Core Ops and Ops + Compliance are annual subscriptions with standard terms. Enterprise agreements include custom SLAs with uptime and response-time commitments, security and DPA addenda, and negotiated renewal terms reviewed with your dedicated success manager.
Ready to get started?
Launch the interactive demo to experience WealthOS, or contact us for a personalized walkthrough.
Pricing shown is illustrative for this demo. Contact us for a tailored quote based on your firm's size and needs.