Simple, transparent pricing

Start free. Upgrade when you need more. Your data stays on your device regardless of plan.

Lite

Free
Forever
  • 1 investment account
  • 10 holdings
  • 1 retirement scenario
  • Budget & goals tracking
  • Net worth tracking
  • Full AES-256 encryption
  • 13 currencies
  • Dark mode
Start free
Most popular

Pro

$99/year
$8.25/month · Cancel anytime
  • Unlimited accounts & holdings
  • Unlimited retirement scenarios
  • Live price refresh
  • Monte Carlo simulation
  • Benchmark comparison
  • Capital gains tracking
  • Performance attribution
  • Custom PDF reports
  • AI financial analyst
  • Portfolio watchlist
  • FX rate alerts
  • Priority support

Family

$199/year
$16.58/month · Cancel anytime
  • Everything in Pro
  • Household sharing
  • Combined household dashboard
  • Beneficiary designation
  • Dedicated support
Cancel anytime. Your Pro/Family access continues until the end of your paid period. No refund needed because you keep full access. After expiry, your account reverts to Lite. All data is always preserved.

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Feature Lite Pro Family

For wealth advisors

Offer Meridian as a co-branded or white-label tool for your clients. Zero data liability. Your branding. Their trust.

Custom pricing for financial advisors and wealth managers.
Co-branded platform with CRM, client portal, and compliance tools.
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