Pricing
Three subscription tiers. No AUM fees, ever.
Ironlake is currently in private build. Pricing below reflects the planned tier structure at general availability. Every paid tier includes the full Tier A model-only experience — the deeper tiers (Connected, Family) layer brokerage sync, AI document ingestion, and multi-user features on top.
Free trial — no credit card
30 days of Tier A, no data import required.
Build an Asset Allocation Model from a template (or custom), complete the IPS wizard, run the deterministic projection across base, conservative, and stressed scenarios, and complete a first monthly review — all in about 30 minutes. The free trial gates only the IPS PDF export and the import flow into Tier B/C. At the end of 30 days, the account converts to read-only or upgrades to paid Companion.
Companion
Manual import
DIY HNW with one or two entities, or an advisor-companion household using Ironlake for oversight.
- ✓Tier A: Asset Allocation Model + Template Gallery
- ✓Tier A: Deterministic projection (3 traces + failure markers)
- ✓Tier A: Full IPS builder + IPS PDF export
- ✓Tier A: Decision Journal + Monthly Review
- ✓Tier A: Cash-Deployment Workbench
- ✓Tier B: Holdings + tax character (CSV/Excel import)
- ✓Tier B: Look-through ETF exposure
- ✓Tier B: Cost & Performance + Quarterly Meeting Prep
- ✓Tier C: Loss Harvesting Scanner (with your library)
- ✓Tier C: Capital gains + lot-level scenarios
- ✓Tier C: Wash-sale monitoring across accounts
- ✓Bond Reinvestment Workbench (when bonds mature)
- ✓Year-End Checklist (Q4 acute window)
- ✓Regulatory-Change Surface
- ✓Multi-entity architecture
- ✓Account management-type tagging
Connected
With brokerage sync
DIY HNW who wants brokerage account aggregation and document automation in addition to the manual surface.
- ✓Everything in Companion
- ✓Brokerage account sync (up to 6 institutions)
- ✓AI capital-call document ingestion
- ✓Property valuation API integration
- ✓CPA / attorney / trustee export bundles
- ✓Daily Plaid sync via durable background jobs
Family
Multi-entity, alternatives, estate
Lower-end UHNW. Multi-entity, alternatives, complex estate. White-glove onboarding included.
- ✓Everything in Connected
- ✓Unlimited brokerage account sync
- ✓Multi-user shared views (CPA, trustee)
- ✓Concentrated position modeling
- ✓Dead Man's Switch full delegation
- ✓Email support SLA
- ✓Founder-led white-glove onboarding
What you don't pay
No AUM fee. No basis points on assets. No revenue share with fund companies. The price you see is the price you pay, regardless of how much you have under management. A household with $5M and a household with $50M pay the same.
How the tiers fit together
Companion is one product with three depths of data commitment: Tier A (model-only), Tier B (current positions), Tier C (tax-lot detail). The dashboard adapts to the data you've populated. You graduate to deeper tiers when each unlocks features you want to use — never as a precondition for getting started. Connected and Family layer brokerage sync, AI ingestion, valuation APIs, and multi-user surfaces on top of the same product.
Currently in private build
Ironlake is being built and tested with a small number of early users. If you'd like to be considered for an early seat, send us a quick note and we'll be in touch personally.