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Wealthoak.ai
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The Price of Precision.

An Investment in Intelligence.

Bronze

$4,300

per year

Capital $100,000 to $500,000

  • Up to 3 assets
  • Up to 3 open lots across all assets
  • 1 live portfolio
  • 1 linked broker account
  • 2 builds
  • Priority email support
Begin

Silver

$16,000

per year

Capital $500,000 to $1 million

  • Up to 6 assets
  • Up to 7 open lots across all assets
  • 1 live portfolio
  • 1 linked broker account
  • 4 builds
  • Priority support, guided onboarding
Begin

Gold

$25,000

per year

Capital $1 million to $10 million

  • Up to 10 assets
  • Up to 15 open lots across all assets
  • 2 live portfolios
  • 2 linked broker accounts
  • 10 builds
  • Dedicated point of contact
  • First access to new assets & markets
Begin

Platinum

$43,000

per year

Capital $10 million to $50 million

  • Up to 20 assets
  • Up to 30 open lots across all assets
  • 4 live portfolios
  • 4 linked broker accounts
  • 20 builds
  • Dedicated point of contact
  • First access to new assets & markets
Begin

Enterprise

Custom

per year

Capital $50 million and above

  • Limits shaped around your mandate
  • Dedicated point of contact
  • Tailored onboarding
Request a call

All memberships are annual SaaS subscriptions invoiced in US dollars by Wealthoak Advisory LLP. Every tier includes the full platform, autopilot, risk controls, and audit trail. Open lots are counted across all assets together. If your capital grows past your tier’s ceiling, we will invite you to upgrade. Brokerage, exchange, and statutory charges are levied by your broker separately. Membership fees do not vary with trading results.

Alignment

We profit from membership, never from your trades.

No percentage of profits, no share of assets, no custody of capital.

Pricing questions

Is there a free tier or trial?

No. Wealthoak is a platform for committed capital, and every membership is a working relationship. We would rather show you the platform properly on a walkthrough than dilute it into a demo tier.

What do the prices include?

Annual platform membership: the assets, portfolios, and builds at your tier, autonomous execution on your linked broker account(s), monitoring, and support. Every tier includes the full platform, autopilot, risk controls, and audit trail. Brokerage and exchange charges are billed by your broker as usual and are not part of Wealthoak’s fees.

What if my capital grows beyond my tier?

Each tier is sized to a capital range. When your capital moves past your tier’s ceiling, we will invite you to upgrade; your portfolio, connections, and history carry over intact. For capital of $50 million and above, Enterprise limits are agreed with you on a call.

How are open lots counted?

Open lots are counted across all the assets in your portfolio together, not per asset. A Bronze membership, for example, can hold up to 3 open lots in total at any time.

How is billing handled?

Memberships are billed annually in US dollars as a SaaS subscription, invoiced by Wealthoak Advisory LLP.

Can I change tiers later?

Yes. Tiers can be upgraded at any time, and our team handles the transition; your portfolio, connections, and history carry over intact.

Does Wealthoak charge a share of profits?

No. Wealthoak charges a flat annual platform fee only. We do not take a percentage of profits, assets, or trades, and we never touch your capital, which stays in your own brokerage account.

A more considered approach
starts with a conversation.

Schedule a Walkthrough

Prefer to speak first? Talk to us at info@wealthoak.ai

Operated by Wealthoak Advisory LLP