⭐ Founding Member Pricing — First 100 Advisors Keep These Rates For Life
Lock in founding pricing forever. Available to the first 100 advisors only — future price increases apply to new customers, never to founding members. Founding Members keep their pricing for life. Founding pricing ends August 1, 2026.
Starter
billed monthly
$97/mo future price · founding rate kept for life
For advisors getting started with systematic lead generation and client management.
- 1 advisor seat
- Up to 25 leads managed per month
- CRM pipeline
- Calendar booking
- AI Copilot
- CASL compliance tracking
- Google Calendar integration
- Meta lead capture integration
Professional Advisor
billed monthly
$197/mo future price · founding rate kept for life
For growing advisors running the full AdvisorApex system.
- Everything in Starter
- Up to 50 leads managed per month
- Advanced automation
- Email nurture sequences
- Analytics dashboard
- Full advisor workflow system
Agency
billed monthly
$397/mo future price · founding rate kept for life
For team leads, agencies, MGAs, and growing advisor organizations.
- Everything in Professional
- Up to 150 leads managed per month
- Multiple advisor seats
- Team visibility
- Agency reporting
- Scalable lead management
14-day free trial · Credit card required · No charge until day 15 · No setup fees · No annual contracts · Cancel before day 14 and never be billed. Founding Members keep their pricing for life. Prices in CAD.