Pricing
Start free.
Scale when you need to.
Both sides of the platform start with free credits to test with. No card required to begin — upgrade when the match quality makes it obvious.
MonthlyAnnual
2 free credits to start
Requestor
Explorer
Pay as you go. Purchase credits when you need to publish a brief — no ongoing commitment.
Free
Pay per credit · no subscription
2 signup credits included free · trial ends on RFA closure or after 60 days · additional credits purchased at standard rate
- 2 concurrent active RFAs
- 3 advisor matches per RFA
- Rolling match updates (capped at 5 total)
- CAST match scoring visible
- Anonymous until you connect
- Secure in-platform messaging
- Save draft RFAs
- Credits carry over, never expire
- Document upload & sharing
- Advisor priority management & notes
Most popular
2 free credits to start
Requestor
Growth
One credit included every month. Additional credits at the 10-pack rate.
$49/month
1 credit/month included · additional credits at $27.50 each (10-pack rate)
- 3 concurrent active RFAs
- 5 advisor matches per RFA
- Rolling match updates (capped at 8 total)
- CAST match scoring visible
- Anonymous until you connect
- Secure in-platform messaging
- Document upload & sharing (300MB)
- Advisor priority management & secure notes
- Credits carry over, never expire
- Falls back to Explorer if not renewed
2 free credits to start
Requestor
Builder
Three credits per month, unlimited RFAs, and the best rate on additional credits.
$149/month
3 credits/month included · additional credits at $20 each (25-pack rate)
- Unlimited concurrent RFAs
- 10 advisor matches per RFA
- Rolling match updates (capped at 15 total)
- CAST match scoring visible
- Anonymous until you connect
- Secure in-platform messaging
- Document upload & sharing (1GB)
- Advisor priority management & secure notes
- Credits carry over, never expire
- Falls back to Explorer if not renewed
No credit card to start
Credits carry over and never expire
Downgrade anytime — data preserved
No commission on engagements
| Feature | Explorer | Growth | Builder |
|---|---|---|---|
| Plan & credits | |||
| Monthly price | $0 | $49 | $149 |
| Annual price | — | $490/yr | $1,490/yr |
| Credits included/month | — | 1 credit | 3 credits |
| Additional credit rate | Standard | $27.50 (10-pack) | $20 (25-pack) |
| RFAs & matching | |||
| Concurrent active RFAs | 2 | 3 | Unlimited |
| Advisor matches per RFA | 3 | 5 | 10 |
| Rolling match cap (total) | 5 | 8 | 15 |
| CAST match scoring | |||
| Anonymous until connected | |||
| Messaging & connections | |||
| Secure in-platform messaging | |||
| Connections saved in perpetuity | |||
| Document upload & sharing | 300 MB | 1 GB | |
| Advisor priority management | |||
| Secure advisor notes | |||
| Save draft RFAs | |||
Credits
One currency.
Both sides of the platform.
Credits can be purchased at any time, independently of your subscription. They work the same way for both requestors and advisors — use them when you need them.
For requestors
One credit publishes one Request for Advice (RFA). Credits are spent when an RFA goes live — drafts don't cost anything.
For advisors
One credit unlocks one prospecting action — proactive outreach to a matched requestor brief. Inbound connections from requestors are always free.
Credits purchased separately or included in your plan carry over month to month and never expire. They can be topped up at any time from your account dashboard, regardless of which plan you're on.
Credit cost table
BundlePricePer creditSaving
1 credit
$50
$50 / credit
—
3 credits
$100
$33 / credit
Save $50
5 credits
$150
$30 / credit
Save $100
×10
10 credits$275
$27.50 / credit
Save $225
×25
25 creditsBest value$500
$20 / credit
Save $750
Subscription plans include credits at their tier's bundle rate — Growth and Practitioner at the 10-pack rate, Builder and Pro at the 25-pack rate.
Coming soon
Referral Program
Introduce a colleague to Advisory Navigator and earn a system credit when they subscribe to a paid plan for three consecutive months. One credit per referred user — redeemable on either side of the platform.
FAQ