Real estate planning, for every client review.
14-day free trial. No credit card required.
Solo
per year, 1 seat
Lock in your rate before this cohort closes.
Claim my founding seat- Instant client and property setup: upload a tax return, done
- Cash flow, equity, appreciation, and tax exposure on every rental property
- Planning gaps, equity opportunities, and tax flags surfaced in language you can take straight into a client conversation
- Full strategy comparison (hold/sell/1031 exchange)
- Per-property Transfer Sheet for eMoney, RightCapital, and MoneyGuidePro
- Compliance-ready portfolio report you can share directly in client meetings
- Onboarding call and a direct line to the team
Founding cohort is limited to 50 advisors. Once it closes, Solo is $1,497/yr (annual billing only). Future add-on modules are priced separately, regardless of your subscription rate.
Firm
Per seat · 2–9 advisors · billed annually
Make real estate planning your firm's standard process.
Book a walkthrough- Everything in Solo, for every advisor seat
- Standardized real estate planning workflow across your whole firm
- Shared client library across advisors and support staff
- Firm-branded client reports
- Firm admin dashboard with supervision, billing, and seat management
- Paraplanner seats
- Firm onboarding and shared support channel
Book a walkthrough to see Leveridge live and discuss how it fits across your firm. We'll follow up with pricing for your seat count and get you on the early access list when Firm launches.
Enterprise
For 10+ advisor firms and specialist real estate teams.
Flat firm-wide rate (not per-seat) with custom deployment, SSO, and dedicated implementation. Annual or multi-year agreements.
One client conversation. The math works either way.
Advisors who use Leveridge aren’t buying software. They’re buying the confidence to have a conversation they couldn’t have before. And the analysis to back it up.
DST scenario: 6% on a $450,000 placement, based on one advisor’s experience. AUM scenario: $500K facilitated at 1% AUM. Differentiation and ownership figures: WealthManagement IQ / Realized advisor survey, 2023 (n=535). All illustrative; results vary. Multiples calculated against $1,497/yr full price.
Advisors who ran the numbers said the same thing.
If this enables you to bring in one more DST deal than you would have, that more than pays for itself.
Levi Anderson, CFP®, CPWA®, EA
It fills a hole I know I'm not filling. I’d put you in the same range as Holistiplan, $1,200 to $1,800 a year.
Jay Boekeloo, CFP® · High Note Financial
Common questions
How does the free trial work?
To start your free trial, book a 30-minute walkthrough with Ali or Rick. We'll run a live analysis together using one of your clients before you get full access: every feature, unlimited households, 14 days, no credit card required. After that, you can upgrade to Solo at $997/yr while the founding cohort is open.
Can I cancel anytime?
Yes. You can cancel before your next renewal date and you won't be charged again. Cancellation takes effect at the end of your current billing period — you keep access through the end of the period you've paid for, but we don't issue refunds for time remaining. Your $997 founding rate is locked as long as you stay subscribed. If you cancel, the founding rate doesn't apply on re-subscription. Future add-on modules are priced separately, regardless of your subscription rate.
If we change subscription pricing, we'll notify you by email at least 30 days before the change takes effect on your account.
Is my clients' data secure?
Tax returns are deleted within 60 seconds of extraction completion. We use zero-data-retention AI infrastructure. Nothing you upload is used to train AI models. Your clients' data is yours. Full details on our security page.
Does Leveridge require compliance approval at my firm?
Leveridge processes client tax returns and NPI, so most RIAs need to complete vendor due diligence before using it. Email security@leveridge.ai and we’ll provide everything your compliance team needs.
Do you offer team or firm pricing?
Firm pricing for 2-9 advisors ships this summer. Book a walkthrough to see Leveridge live and discuss how it fits across your firm. We'll follow up with pricing for your seat count and get you on the early access list when Firm launches. For larger firms or specialist teams, book an enterprise call or reach out at contact@leveridge.ai.
Founding cohort · 47 spots remaining
Free for 14 days. No credit card. No commitment.
Run any of your clients through Leveridge and see what it finds before you decide.
Claim my founding seat