Pricing

Start with one useful answer. Pay when you want X1 to stay.

A household can see what matters first without an account. An advisor can receive a shared review for free or run one assisted pilot. The prices below are for keeping X1 in the work after that.

Before a subscription

See the work before you decide what to buy.

The first step should answer a real question. It should not require a platform decision.

For a household

Start with one real decision.

Choose the situation already on your desk and get one useful check before you create an account. A private account is required only when you want to add a document and keep the result.

Start with a real decision

For an independent advisor

Put one review in a real meeting.

A household-shared review is free to receive. Qualified practices can run one assisted pilot before choosing a firm plan.

Run one household review

Household membership

Keep the record as the work changes.

Membership keeps the household's documents, cited answers, reviews, and professional handoffs in one place.

$97per month

$997 per year

A private document vault that keeps the source with the work
Ask X1 answers grounded in the household's own documents
Tax return and estate plan document reviews
A family-office blueprint and packets you can share with an advisor

Join X1

Professional fees are separate. X1 does not replace the licensed judgment of your advisor, CPA, or attorney.

Independent advisor practices

Pay when you want to repeat the review.

Firm plans begin after the assisted pilot. Each plan includes the household review workflow, client approval, professional handoff, and the record of confirmed outcomes.

See the advisor path

Advisor Pro

1 seat · 10 client households

$499/month

Team

3 seats · 18 client households

$899/month

Practice

5 seats · 30 client households

$1,499/month

Additional client households are $50 per month. Additional seats are $149 per month. X1 Family Office households, the premium household class for family-office engagements, are $249 per month.

Enterprise and RIA firms: custom integrations, more seats, volume pricing, and dedicated support. API and integration access is available by request for qualified partners.

Run one household review

Unusual household or firm complexity

Start with the situation, not a package.

X1 Black and custom firm arrangements are scoped around the people, records, and professional work involved. We will tell you whether X1 fits before discussing a custom engagement.

Tell us what needs coordinating

Before you choose

Straight answers about the bill.

When do I have to pay?

You do not pay to choose a situation and see the first useful check. A qualified advisor practice can also run one assisted pilot before choosing a firm plan.

Does X1 replace my financial professionals?

No. X1 prepares evidence and coordinates approved work. Your professionals keep responsibility for licensed advice and judgment.

Can I cancel a household membership?

Yes. Household membership has no long-term contract. You can cancel the recurring plan.

How does X1 protect my information?

Access stays specific to the people you authorize, and AI answers remain tied to sources you can inspect. Read the trust model.