ApexVest

Plans for every stage of capital

Transparent pricing. No hidden fees. Upgrade or downgrade anytime. Prices shown are illustrative demo values.

Starter

Free

For individuals starting to track personal investments.

  • Up to 3 portfolios
  • Manual transactions & valuations
  • Basic performance reporting
  • 1 organization seat

Pro Investor

Popular
$24/mo

For active investors managing multiple portfolios.

  • Unlimited portfolios
  • Advanced analytics & comparisons
  • CSV import / export
  • Watchlists & saved searches
  • Email notifications

Business / LLC

$79/mo

For LLCs and business owners managing capital.

  • Everything in Pro
  • Organizations & memberships
  • Role-based permissions
  • Private deal rooms
  • Audit logs

Investment Firm

Custom

For firms managing portfolios and investor relationships.

  • Everything in Business
  • Unlimited team members
  • Integration health monitoring
  • Admin control center
  • Dedicated support

Demo pricing. No real payments are processed. ApexVest does not activate paid subscriptions without a configured billing integration.