Simple, transparent pricing
One platform for your complete financial life. No hidden fees, no surprises.
Individual
Billed annually · Save $72/year
For solo earners — W-2, 1099, gig, or investor
- All connected accounts
- Net worth & health tracking
- WelX AI companion
- Cash flow & spending intelligence
- Tax position estimates
- Financial reports (PDF/CSV)
- Document vault
- Smart actions
Couple
Billed annually · Save $96/year
Spouse included. Joint or separate filing.
- Everything in Individual
- Spouse included — no add-on
- Joint household net worth & cash flow
- Filing-status-aware tax estimates (MFJ / MFS)
- Shared vault with per-document access
Business Owner
Billed annually · Save $240/year
For owners of LLCs, S-Corps, partnerships
- Everything in Couple
- Up to 3 business entities included
- Additional entities: +$24.99/mo each
- Cross-entity analytics + consolidation
- Business vs. personal separation
- S-Corp reasonable-comp tracking
- Quarterly estimated tax pacing
Household Add-ons
Your whole family, one platform.
Spouse
Included on Couple and Business Owner — no add-on.
Each Dependent
+$9.99/mo per dependent, all tiers.
Frequently Asked Questions
Is there a free trial?+
Fingro doesn't offer a free trial. We believe in delivering value from day one — your subscription starts when you sign up.
Can my employer pay for Fingro?+
Yes. Fingro partners with employers to offer financial wellness benefits. Your employer can cover 100% of the cost, offer a subsidy, or provide access through a referral.
How many business entities does Business Owner include?+
Business Owner includes up to 3 entities (LLCs, S-Corps, partnerships, or C-Corps). Each additional entity beyond 3 is +$24.99/mo. There's no hard cap — track as many as you need.
Is the annual plan available for all tiers?+
Yes. Every plan can be billed annually with a flat 20% discount. The discount is shown on each plan card when you flip the Monthly/Annual toggle.
What's the difference between Individual and Couple?+
Couple includes your spouse at no additional cost, with a shared household net worth view, filing-status-aware tax estimates (MFJ or MFS), and per-document vault access. If you file jointly or have shared finances, Couple is the right choice.
Can I change my plan later?+
Yes. You can upgrade or downgrade at any time. WelX will proactively suggest tier changes when your financial situation evolves.
Do you offer launch discounts or conference codes?+
Yes. We offer event-specific promo codes at conferences and partner events. If you received one (for example, attendees of the ATA 2026 Annual Convention), enter the code at signup to apply the discount.