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Foundry Planning pricing

#13 of 34 in Financial Planning Software

1 plan, from 166 USD · prices checked 20 Sep 2026

8.6/10Editor score
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Foundry Planning8.6 Try Foundry Planning

Foundry Planning pricing at a glance

Plans From $166/mo (annual) · 14-day trial No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on foundryplanning.com

Foundry Planning plans & pricing

PlanPriceKey limits
Foundry Planning$166/mo billed annually
  • Year-by-year cash-flow engine
  • Federal, state, and estate tax modeling
  • 1,000-path Monte Carlo
  • AI document import
  • Built-in CRM and tasks
  • Unlimited clients per advisor

Prices as published by the vendor on foundryplanning.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days
  • Integrations
    3 integrations: Orion, Plaid, Azure OpenAI
  • Free plan
    No
  • Scenario analysis
    Yes

Our full Foundry Planning verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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