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WealthTrace pricing

#10 of 26 in Retirement Planning SoftwareFinancial Planning Software

3 plans, from 229 USD · prices checked 19 Sep 2026

7.6/10Editor score
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WealthTrace7.6 Visit WealthTrace

WealthTrace pricing at a glance

Plans From $229/yr No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on mywealthtrace.com

WealthTrace plans & pricing

PlanPriceKey limits
Individuals: Standard$229/yr
  • Unlimited use
  • Monte Carlo analysis
  • What-if scenarios
  • Link investment accounts
  • Email and live chat support
Individuals: Deluxe$289/yr
  • Monte Carlo analysis
  • What-if scenarios
  • Link investment accounts
  • Historical investment data
  • Roth conversion scenarios
  • Asset allocation scenarios
Advisor$1,049/yr
  • Client portal
  • Online fact finder
  • Model portfolios
  • Customized reports
  • Monte Carlo analysis
  • Client account linking using Yodlee

Prices as published by the vendor on mywealthtrace.com, checked 19 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

  • Integrations
    2 integrations: Yodlee, Plaid
  • Free plan
    No
  • Tax modeling
    Detailed

Our full WealthTrace verdict, fact sheet and score →

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

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