Pricing

Built for the size of your firm.

Three plans, each priced against the size of the firm rather than the size of the data. Designed for ROI within the first quarter.

Independent

Solo & emerging

Under $250M AUM

$495

per advisor / month

The full Drift surface — at the size where every hour matters most.

Mid-market

Most RIAs

Most common

$250M – $5B AUM

$1,200

per advisor / month

The plan that runs across most of the Drift customer base.

Enterprise

Multi-billion firms & banks

$5B+ AUM

Custom

volume pricing

Tenant isolation, integration engineering, and a procurement-ready package.

Not sure which plan?

Model the value against your firm in 60 seconds.

Frequently asked

What firms ask before they buy.

Is there a per-seat minimum?: Three seats minimum on Independent and Mid-market plans. Enterprise pricing scales with both seats and assets.
How long does implementation take?: Independent firms are typically live in two weeks. Mid-market firms in four to six. Enterprise rollouts run six to twelve weeks depending on integration scope.
Do you offer a trial?: We don’t do free trials, but we do paid 60-day pilots scoped to a single segment of your book.
What does the contract look like?: Annual or multi-year. Mid-market and Enterprise customers get a signed DPA, sub-processor list, and our SOC 2 Type II report under NDA.
Can we use Drift on a subset of households first?: Yes. Most firms start with one segment — a single advisor, a household tier, or a specific workflow — before rolling out firm-wide.
Do you train models on our data?: No. Customer data never enters foundation model training sets, ours or our vendors’. Inference runs against zero-retention endpoints.

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