All Plans Compared

Every feature, side by side.

Pick the plan that matches your stage. Upgrade or downgrade anytime.

Feature

AI Report

$139

one-time

WealthFirst PRO

$45

/ month

★ AutoPilot

$91

/ month · 7d trial

Initial AI funding report
Personal credit analysis
Business credit assessment
Personalized action plan
Lender recommendations
PDF download
Monthly updated reports
Progress tracking dashboard
Updated lender matching
Priority email support
Training videos & guides
Annual billing option (save ~32%)
Revocable Business Trust setup & fiduciary guidance
Trust document templates
Automatic vendor reminders
Credit bureau monitoring
Score-change alerts
Funding opportunity alerts
NAICS risk scanning
DUNS / SBFE / CDFI compliance checks
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