One cockpit for crypto, DeFi, and every account beside it.
On-chain wallets, LP and staking positions, brokerage, and retirement — all unified into one continuous readout. A flat subscription that does not scale with your portfolio. Start with a 14-day trial, no card required.
tier
Steward
Single-account households getting their first continuous read on the books.
- 1 linked account, up to 5 linked assets
- Watcher keeps a continuous read on balances and positions
- Weekly written briefing — net worth, cashflow, the flags that mattered
- Email support, one business-day reply
recommended
Household
Multi-account households with brokerage, retirement, on-chain, and a bills calendar.
- Up to 3 linked accounts, up to 25 assets across bank, brokerage, retirement, on-chain
- Full AI Crew: Watcher, Rebalancer, Harvester, Biller, Briefing
- Rebalancer drafts trades inside your drift guardrail; Harvester tracks loss windows
- Monthly 30-minute review call with the WARDMARK steward team
- Spouse / accountant co-steer through role-based controls
tier
Founder
Operators with multi-entity balances, treasuries, and always-on alerting.
- Unlimited linked accounts and assets
- Full AI Crew with real-time drift alerts and on-call rebalancing
- Quarterly CFO-style review: allocation drift, tax posture, capital efficiency
- Priority support: named steward, same-day response, scheduled review calls
- Early access to multi-entity / LLC structures and direct-broker bridges
Compare the plans
What's included, tier by tier.
The same feature list you see on each tier card, laid out side-by-side. Scan the differences across Steward, Household, and Founder without flipping between plans.
| Feature | tier Steward$19/moor $190/yr | recommended Householdmost popular $79/moor $790/yr | tier Founder$299/moor $2990/yr |
|---|---|---|---|
| 1 linked account, up to 5 linked assets | 1 linked account, up to 5 linked assets | Up to 3 linked accounts, up to 25 assets across bank, brokerage, retirement, on-chain | Unlimited linked accounts and assets |
| Watcher keeps a continuous read on balances and positions | Watcher keeps a continuous read on balances and positions | Full AI Crew: Watcher, Rebalancer, Harvester, Biller, Briefing | Full AI Crew with real-time drift alerts and on-call rebalancing |
| Weekly written briefing — net worth, cashflow, the flags that mattered | Weekly written briefing — net worth, cashflow, the flags that mattered | Rebalancer drafts trades inside your drift guardrail; Harvester tracks loss windows | Quarterly CFO-style review: allocation drift, tax posture, capital efficiency |
| Email support, one business-day reply | Email support, one business-day reply | Monthly 30-minute review call with the WARDMARK steward team | Priority support: named steward, same-day response, scheduled review calls |
tier
Steward
- 1 linked account, up to 5 linked assets
- Watcher keeps a continuous read on balances and positions
- Weekly written briefing — net worth, cashflow, the flags that mattered
- Email support, one business-day reply
recommended
Household
- Up to 3 linked accounts, up to 25 assets across bank, brokerage, retirement, on-chain
- Full AI Crew: Watcher, Rebalancer, Harvester, Biller, Briefing
- Rebalancer drafts trades inside your drift guardrail; Harvester tracks loss windows
- Monthly 30-minute review call with the WARDMARK steward team
- Spouse / accountant co-steer through role-based controls
tier
Founder
- Unlimited linked accounts and assets
- Full AI Crew with real-time drift alerts and on-call rebalancing
- Quarterly CFO-style review: allocation drift, tax posture, capital efficiency
- Priority support: named steward, same-day response, scheduled review calls
- Early access to multi-entity / LLC structures and direct-broker bridges
Pricing FAQ
Billing, seats, refunds, and what the crew does and doesn't do.
The questions that land in every onboarding call: how the billing cycle and yearly discount work, when you can cancel, how many people can sit on a Household seat, what is refundable, and the explicit lines the AI Crew stays behind — not an advisor, not a custodian, not a tax filer.