WealthRise Subscription Plans: Compare Wealth Management Options
Discover the various subscription plans from WealthRise, a wealth management platform. This comparison table helps you choose the plan that best fits your investment needs, whether you are a beginner or experienced investor.
Description
The image presents a comparison table of the different subscription plans offered by WealthRise, a wealth management platform. The table is divided into four columns, each representing a subscription level: Free, Essential, Professional, and Elite. Each column details the features included in the corresponding plan. The "Free" plan is free and offers basic features such as asset allocation simulation and a basic strategy report. The "Essential" plan costs €99 per month and includes advanced features like strategic indicators and portfolio analysis. The "Professional" plan is €249 per month and offers AI portfolio analysis and stress testing. Finally, the "Elite" plan is customized and includes exclusive services like a dedicated wealth advisor and 24/7 concierge access. The image uses a dark background with white and yellow text for clear contrast.
Extracted Text
WealthRise
Free
Explore the engine
€0 forever
- 3-tab profile builder (Profile, Wealth & Risk)
- Algorithmic asset allocation simulation
- 8 asset class breakdown
- 5-tier risk profile classification
- Basic Strategy Report
Essential
For active investors
€99 /month
- Everything in Free
- Full ICP & IRLT diagnostic metrics
- Strategic radar chart & indicators
- Growth projections (5, 10, 15, 20 yr)
- Portfolio Audit — upload & analyse
- Alignment score & delta analysis
- PDF strategy export
- Intelligence feed & market insights
- Institutional marketplace access
- Email support
Professional
Institutional edge
€249 /month
- Everything in Essential
- Executive AI portfolio analysis
- Elite stress testing (5 scenarios)
- Off-market private placements access
- Simulation history & strategy comparison
- Deal memo requests
- Priority support
Elite
Family office grade
Custom
- Everything in Professional
- Exclusive Elite-tier private placements
- Dedicated wealth advisor
- Custom tax optimisation engine
- White-glove onboarding
- 24/7 concierge access
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Technical Information
- Content Type: Infographic
- Keywords: WealthRise, subscription, wealth management, pricing plan, investment, financial services, portfolio analysis, asset allocation simulation, customer support, tax optimization, concierge.