Flat-fee pricing. No AUM. No advisor calls.
Two plans, one flat price each. Banks, brokerages, 130+ crypto exchanges, and 40+ chains in one workspace. 30-day money-back guarantee on every plan.
- 12,000+ institutions
- Read-only connections
- AES-256 + TLS 1.2+
Priced like software. Not a percentage of your portfolio.
Percentage-of-assets pricing on a $500,000 portfolio runs about $5,000 a year. Clarity Wealth is a flat $349 — and it doesn’t move when your portfolio does.
Clarity is read-only software, not a financial advisor — the $5,000 illustrates a percentage-fee pricing model, not a like-for-like comparison.
Save up to 21%
Clarity Pro
For one person consolidating a personal stack into one balance sheet.
$179/yr billed annually — or $19/mo month-to-month
Save $49/yr vs monthly
Need more? +$2/mo per extra bank, +$1/mo per extra wallet.
Full refund inside 30 days, no questions.
- Every planning, tax, retirement, and budgeting tool in the workspace
- 5 banks/brokerages + 5 wallets + unlimited crypto exchanges (CCXT)
- 200 AI chat messages/mo — grounded in your real synced accounts, with citations
- 1099/W-2 OCR + tax document parsing
- PDF + CSV exports, 30-min priority sync
Clarity Wealth
For households running accounts across multiple holders.
$349/yr billed annually — or $37/mo month-to-month
Save $95/yr vs monthly
Need more? +$2/mo per extra bank, +$1/mo per extra wallet.
Full refund inside 30 days, no questions.
- Everything in Pro
- 15 banks/brokerages + 10 wallets — 3× and 2× Pro's allowance
- 800 AI chat messages/mo — 4× Pro, sized for an active household ledger
- One workspace, household-wide view of every account
See full comparisonHide full comparison
| Feature | Pro · $15/mo | Wealth · $29/mo |
|---|---|---|
| Banks & brokerages | 5 included, then +$2/mo each | 15 included, then +$2/mo each |
| Crypto wallets | 5 included, then +$1/mo each | 10 included, then +$1/mo each |
| Crypto exchanges | Unlimited (CCXT) | Unlimited (CCXT) |
| AI chat messages / month | 200 | 800 (4× Pro) |
| Sync cadence | 30-min priority sync | 30-min priority sync |
| Tax doc parsing (1099/W-2) | Yes | Yes |
| Exports (PDF + CSV) | Yes | Yes |
| Planning, tax, retirement, budgeting | All included | All included |
| 30-day money-back guarantee | Yes | Yes |
Who this is for, what makes it different, what it costs.
Straight answers on who Clarity serves, how it differs from ChatGPT, and the details you'd scan before approving access.
If your money has outgrown a spreadsheet but you still want the math to actually reconcile, this is built for you. Five or more financial apps, a couple of crypto exchanges or wallets, an old 401(k) or two — that's the point where Monarch, Copilot, and the rest of the spending trackers stop keeping up. Clarity is where every one of your accounts lands on a single ledger with real analytical depth on top. Workspace tour.
Because every account and every lot already sit on the same ledger, the tax math is a byproduct, not a separate product. Lot-level cost basis tracked from the moment you buy, across brokerages, exchanges, and 40+ chains. Wash-sale detection across every venue your broker can't see. 1099-DA reconciliation that flags errors before you file. Form 8949, Schedule D, and Form 6781 print from your books. Keep your CPA — they'll be working from clean books instead of a 12-tab spreadsheet. Compare side by side.
Stop opening five apps to answer one question.
Connect once. Clarity runs daily checks in the background and brings you the 2–3 moves worth making each week.
30-day money-back guarantee · Unlimited crypto exchange connections · Cancel anytime
Not ready to commit? Try the interactive demo — no account needed.