What drives a quote
When we quote a firm, six inputs decide the number. Bring answers to these and the demo call ends with pricing rather than a promise of pricing.
- Number of advisor seats, and how they roll out (pilot first or firm-wide)
- Number of BDR seats, if business development runs the plays
- Whether the Growth Office is in scope at launch or added later
- Your capture stack: whether WealthAmp reads an existing notetaker (Jump, Zocks, Zoom, Teams) or provides capture itself
- Integrations: CRM (Wealthbox, Redtail, Practifi, Salesforce FSC), portfolio and billing, planning, Microsoft 365
- Deployment and security requirements: data residency, retention, and where recordings and transcripts live
Two things never drive a quote: features, because every seat includes everything, and leverage, because we do not price by how badly you need it. And WealthAmp never displaces a software budget; it lives in the growth line, beside coaching, events, and marketing. If you are benchmarking against the efficiency tools your advisors already use, the honest comparison is in our Jump vs Zocks vs WealthAmp breakdown.
Pricing questions, answered plainly
Why is WealthAmp pricing not published?
Because the quote genuinely varies by firm, and a published rate card would either overcharge small firms or understate the cost for large ones. The price moves with seat count, whether business development is in scope, whether the Growth Office is included at launch, and what the deployment requires. The model itself is public and simple: advisor seats with everything included, BDR seats, and a firm-level Growth Office. A demo call ends with a concrete quote, not a follow-up sequence.
What drives the cost of WealthAmp?
Four things: the number of advisor seats, the number of BDR seats, whether the firm takes the Growth Office at launch, and the shape of the deployment (integrations, data residency, and capture). Features never drive cost: every advisor seat includes all seven plays and every working surface, so there is no tier matrix and no upsell ladder inside the seat.
What budget line does WealthAmp come from?
The growth line, beside coaching, events, and marketing, not the software line. WealthAmp is deliberately priced and positioned so it never has to displace an existing tool to be bought: it reads from the CRM, the notetaker, and the portfolio system rather than replacing any of them. A purchase that displaces nothing threatens nobody, and that is by design.
How does WealthAmp pricing compare to Jump or Zocks?
It is a different kind of purchase, so the comparison is imperfect by nature. Jump and Zocks publish per-seat rates (roughly $67 to $200 per user per month at their listed tiers as of August 2026) and are justified in hours saved. WealthAmp is quoted per firm and justified in net new assets. Most firms that run WealthAmp also run an efficiency tool; the two come out of different budgets. See the full Jump vs Zocks vs WealthAmp comparison for verified pricing detail.
What does buying nothing cost?
More than any tool in this category. The arithmetic on the home page is conservative: one additional introduction per advisor per year, at typical relationship sizes, is roughly $60,000 to $120,000 of new advisory revenue per advisor each year, compounding as introduced clients introduce. A firm of any size that leaves referral openings unnoticed is not saving the cost of software; it is spending multiples of it in growth that went to whoever the client's brother-in-law found instead.
Is there a pilot or a minimum commitment?
Most firms start with a pilot group of advisors before rolling out firm-wide, and quotes are structured to make that easy rather than to punish it. The specifics, pilot size, term, and how a pilot converts to a firm agreement, are part of the demo conversation, because they depend on the firm.