Simple, transparent pricing
Annual subscriptions designed to grow alongside your office. Structured onboarding is included with every plan — we work with your team to configure data sources and get you live.
For owner-managed offices and smaller holdings in the €10M–€50M asset range. Full intelligence from day one, without the enterprise overhead.
- Portfolio intelligence dashboard
- Public market monitoring — equities, bonds, ETFs, T-bills
- AI-generated portfolio analysis
- Document ingestion — PDF, CSV, email statements
- Automated monthly reporting
- 2 user seats
- Standard onboarding — 4 to 6 weeks
- Email support
For established offices with multi-asset, multi-custodian portfolios in the €50M+ range. Cross-geography visibility with advanced AI analysis.
- Everything in Nano, plus:
- Private asset tracking — real estate, PE, alternatives
- Multi-custodian aggregation
- Cross-geography consolidated reporting
- Return-on-target monitoring and alerts
- 5 user seats
- Priority onboarding — 2 to 3 weeks
- Priority support and quarterly review calls
For large mandates, multi-family offices, or deployments with custom infrastructure, compliance, or integration requirements.
- Everything in Single-Family Office, plus:
- Sovereign cloud or on-premise deployment
- Unlimited user seats
- Custom data source integrations
- Bespoke reporting templates
- Dedicated account manager
- White-glove onboarding
- Custom SLA
Structured onboarding, included with every plan
Our in-house integration team works with you to connect your data sources, ingest existing documents, and configure your portfolio structure — with minimal internal effort required.
Discovery call
We map your existing data sources, custodians, and reporting requirements together — typically 1 to 2 hours.
Integration setup
Our team connects to your feeds and ingests your existing documents. We handle the technical configuration; you validate the output.
Go live
You receive access to your unified portfolio dashboard. We remain available for any adjustments during the first 30 days.
Infrastructure you can trust
All data is hosted on EU infrastructure under GDPR and EU AI Act compliance. Every client engagement is covered by a Data Processing Agreement.
Before you get in touch
If you have a question not answered here, write to hello@finner.ai.
What does onboarding actually involve?
Onboarding is structured and guided by our integration team. We work with your team to connect to custodians, import existing documents, and configure your portfolio structure. Internal IT involvement is typically minimal. Most offices are live within 2 to 6 weeks depending on the plan.
Is there a minimum contract term?
Subscriptions are billed annually. There is no multi-year lock-in at the Nano and SFO tiers. Institutional arrangements are negotiated individually and may include multi-year terms depending on scope.
Which custodians and data sources do you connect to?
We connect to major EU and Swiss custodians, private banks, and brokerage platforms. We also ingest unstructured data — PDF statements, CSV exports, and email — so you are not dependent on a direct API feed. Speak to us about your specific setup during the discovery call.
Where is my data stored?
All data is stored on EU infrastructure. It never leaves the EU. Every client engagement is covered by a Data Processing Agreement in line with GDPR requirements.
Is my data used to train AI models?
No. Your portfolio data is processed to generate insights for your office only. It is not shared with third parties or used to train any AI model — internal or external.
Can I upgrade from Nano to SFO later?
Yes. You can upgrade mid-contract. The price difference is prorated for the remaining subscription period. All your data and configuration carries over automatically.
What does the AI actually do?
Finner.AI monitors your portfolio continuously and surfaces analysis on asset class composition, drift from your target return, risk concentration, and performance attribution. It does not provide investment advice or recommend specific instruments.
Can Finner.AI handle private and illiquid assets?
Yes, on the SFO and Institutional tiers. Private equity, real estate holdings, private bonds, and alternative assets can be tracked alongside your public market positions in a single consolidated view.
Ready to see Finner.AI with your portfolio?
Request a demo and we will walk you through the platform using a portfolio structure similar to your own.
Questions about a specific plan? Write to hello@finner.ai