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Pricing

Honest pricing.

Three tiers. Two add-ons. No card required to start.

FIDELISPULSE
For owners
Pulse
$249 / month

A single source of truth for cash, margin, and everything moving inside your business.

Connect QuickBooks or Xero
Live cash, margin, AR, anomalies
Weekly priority card
30-day owner trial window
Quarterly Pulse snapshot PDF
Start with Pulse
●Most advisors start here
F
FIDELISADVISOR
Advisor Starter · Small firms
Starter
$499 / mo · per firm

Run sell-side and exit-prep engagements with structure. Built for solo advisors and 2 to 3 person firms.

Up to 10 active clients
Full 9-module questionnaire engine
29 risk flags firing automatically
Live Buyer Ready score per engagement
Private document data room with audit log
2 included questionnaire templates
White-label available as $249 / mo add-on
Start with Starter
F
FIDELISADVISOR
Advisor Growth · Scaling firms
Growth
$1,299 / mo · per firm

For firms past 10 clients who want full brand control and unlimited custom templates.

Up to 25 active clients
Everything in Starter, plus:
White-label: your logo and colors
Branded buyer-facing data room
Unlimited custom questionnaire templates
Full Buyer Ready score history
Priority support and onboarding
Start with Growth
Add-ons

Available on any plan. Activated from inside your account.

Add-on · Per engagement
F
FIDELISCLOSE
$5,000 per engagement

Opinion of value, Q of E, and the buyer-facing data room with magic-link invites and watermarking. Activates automatically when you move a client to Active Marketing, no extra setup, no separate login.

Powered by Claude for Finance

Learn more about Fidelis Close →
Add-on · Any tier
Custom domain
· $99 per month

Run the advisor portal on your own domain. Point a CNAME from clients.yourfirm.com, we handle SSL and routing. You keep ownership of the domain.

Common questions
Do I need a card to start?
No. You can create your firm and configure your first client dashboard before any billing begins. Your first charge happens when a client goes live.
How does the per-firm model work?
Advisor plans are per firm, not per advisor seat. Your whole team is included. You pay a flat monthly fee based on your tier, not per person using the platform.
Can I switch tiers?
Yes, any time. Upgrades take effect immediately. Downgrades take effect at the end of your billing period.
What happens if I go over my client limit?
You'll be prompted to upgrade before adding additional active clients. Archiving a client frees up a slot immediately.
Is Fidelis Close a separate subscription?
No, it's a per-engagement add-on. You only pay when you take a client to market. There's no ongoing fee for Close unless you have an active engagement running.

Start building toward your exit today.

No card required. Your first dashboard is free to configure.

For advisors, start free →I’m a business owner
FIDELIS

Exit-ready financial intelligence for M&A advisors and business owners. Built for the lower middle market.

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