Simple pricing

Start free. Upgrade when you want full modeling, AI depth, and tax-aware workflows built for equity-heavy households.

Free

Core dashboard & equity visibility

$0 / forever

  • Net worth & asset dashboard
  • Equity positions & vesting overview
  • Basic growth projection charts
  • Tax & finance learning library
  • AI Advisor — 3 queries/month
Create free account
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Pro

Full VestOS intelligence & modeling

$20 / month

30-day free trial

  • Everything in Free
  • Full AI advisor with equity-aware context
  • Sale Planner with federal + state tax modeling
  • Liquidity & leverage calculator
  • Tax-optimized liquidation scenarios
  • Growth projections with S-curve CAGR controls
  • Priority email support

Secured by Stripe. Cancel anytime before trial ends if you change your mind.

Important disclosure

VestOS provides educational tools and scenario modeling only. Nothing on this site is investment, tax, or legal advice. Tax rules vary by jurisdiction and change over time. Consult a qualified CPA, attorney, or investment adviser before making financial decisions. Past projections are not indicative of future results.