Limited to First 100 Advisors

Founding Advisor Program

Join the first cohort of Canadian advisors building their practice on AdvisorApex — and lock in our lowest pricing forever.

Founding Member pricing is locked for life. The same rate you sign up at today — forever.

Pricing locked for lifeDirect founder accessPriority feature votingFirst cohort status

What Founding Members Get

💰

Founding Member Pricing — Locked for Life

Pay our lowest-ever rate and keep it forever, regardless of future price increases.

🎯

Direct Founder Access

Slack channel with the founders. Feature requests go straight to the roadmap.

⭐

Priority Feature Requests

Your practice needs shape the product. Founding members vote on the next build sprint.

🛡️

Early Adopter Status

Your name (with permission) in the first wave of AdvisorApex case studies and success stories.

Founding Member Pricing

Start with a 14-day free trial. Lock in your rate when you convert.

Solo advisors

Founding Starter

$79/mo

Future rate: $97/mo

1 advisor seat
25 leads/month
CRM + booking + AI Copilot
CASL compliance tracking
Founding Member badge
Start Free Trial
Most Popular

Growing advisors

Founding Professional

$147/mo

Future rate: $197/mo

Everything in Starter
50 leads/month
Full automation suite
Email nurture sequences
Priority feature voting
Direct founder Slack access
Start Free Trial

Agencies & MGAs

Founding Agency

$347/mo

Future rate: $397/mo

Everything in Professional
150 leads/month
Multiple advisor seats
Agency dashboard
Dedicated onboarding
Custom feature pipeline
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Reserve Your Spot

Submit your details below. We'll reach out to walk you through onboarding and lock in your Founding Member rate.

By submitting, you consent to AdvisorApex contacting you about your application. CASL compliant.

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