One DST deal pays for years of Leveridge.
Start free. No credit card required.
Free
forever
Try it on a real client. No commitment.
Start free- Instant client and property setup from a tax return upload
- See what every rental property is actually doing: cash flow, equity, tax exposure, and more
- AI insights across the portfolio and each individual property
- Strategy comparison: hold, sell, and exchange — with assumption controls and AI insights for each
- Client-ready discovery report: shows clients what their portfolio is actually doing
- Up to 2 households, no expiry
Solo
per year · billed annually · 1 seat
Lock in your rate before this cohort closes.
Become a founding member- Everything in Free
- Unlimited households
- Client-ready strategy comparison report: shows clients their options and projected outcomes
- Founding member access: onboarding call and direct line to the team
- First access to every feature as it ships
- Rate locked forever as long as you stay subscribed
Founding rate is $997/yr, locked for life. This cohort closes when Leveridge opens to the public. Once it closes, Solo moves to $1,497/yr or $149/mo.
Practice
per seat · per year · 2–9 advisors
Built for the firm, not just the advisor.
Tell us about your firm- Everything in Solo
- Multi-advisor firm access with shared client library and permission controls
- White-labeled client reports and deliverables
- Paraplanner seat at $299/yr
- Admin controls, user management, and audit log
- Onboarding call + guided firm ramp-up, then email support
For firms of 10 or more advisors
Custom pricing, dedicated compliance support, and white-glove onboarding.
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.
Commission scenario: 6% on a $450,000 DST placement, based on one advisor’s experience. Fee-only scenario: $500K facilitated at 1% AUM. Both are 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
What's the difference between Free and Solo?
Free gives you up to 2 households — upload a tax return, run the full diagnostic including strategy comparison with AI insights, and walk away with a client-ready discovery report. Solo adds unlimited households, the client-ready plan report, founding member access, and a direct line to the team building it, at $997/yr before the cohort closes.
Can I cancel anytime?
Yes. You can cancel before your next renewal date and you won't be charged again. Solo founding pricing is locked as long as you stay subscribed — if you cancel, the founding rate does not apply on re-subscription.
Is my clients' data secure?
Tax returns are deleted within 60 seconds of processing. We use AWS Bedrock with zero data retention. 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.io and we’ll provide everything your compliance team needs.
Do you offer team or firm pricing?
Practice supports up to 9 advisor seats, with paraplanner seats available at $299/yr each. For firms of 10 or more advisors, reach out at contact@leveridge.ai and we’ll put together custom pricing.
Start free today
Two free households. No credit card. No commitment.
Run a real client case and see what Leveridge finds before you pay anything.