Simple pricing. Serious ROI.
Pearl costs less than a junior analyst but delivers more insight than an entire research team. Choose the plan that fits your firm.
Partner
(Small Teams)For independent advisors and small teams
- Up to 50 Households included
- Full "Red Light" Monitoring
- Meeting Prep Automation
+ $40/mo per extra 10 Households
Book a DemoFirm
(5+ Seats)For growing advisory firms
- Everything in Partner
- Advanced Team Analytics
- Priority Support
Institution
(10+ Seats)For large firms and institutions
- Everything in Firm
- Custom Integration Support
- Dedicated Account Manager
Start a 14-day free trial. Connect up to 3 Households completely free to see the data you're currently missing.
The math is simple: A 5-advisor firm pays ~$1,245/month.
If Pearl surfaces just one $500k opportunity per quarter that would have slipped through, that's 10x+ ROI.
Frequently asked questions
Everything you need to know about pricing and billing.
What's included in a 'household'?
A household includes all accounts associated with a single family unit—individual accounts, joint accounts, trusts, IRAs, and any other accounts linked to that client relationship. There's no limit on the number of accounts per household.
How does billing work?
We bill monthly or annually based on your preference. Annual plans receive a 15% discount. You're billed based on the number of advisor seats, with household usage calculated at the end of each billing cycle.
Can I add more households mid-cycle?
Yes. Additional households are billed at $40/month for every 10 households over your plan limit. We prorate charges for partial months.
Is there a free trial?
We offer a 14-day pilot program where you can connect up to 3 households to see Pearl in action. No credit card required. Book a demo to get started.
How long does implementation take?
Most firms are up and running in under a day. Setup involves connecting client accounts via Plaid and a quick team walkthrough—no complex configurations required.
Ready to stop leaving money on the table?
Book a 15-minute demo and see exactly how Pearl would work for your firm.
Book a DemoNo credit card required. 14-day pilot available.