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Simple, Transparent Pricing

Every plan includes the full platform — service calendar, trigger engine, compliance evidence packs, AI assistant, and integrations. Pick the plan that fits your team.

Starter

$149

/month · billed monthly

For solo advisors and small practices with 1–2 team members getting started with systematic service delivery.

Up to 2 team members
Full service calendar
Trigger engine (9 lifecycle triggers)
Compliance evidence packs
AI assistant
Google & Outlook calendar sync
Most Popular

Growth

$299

/month · billed monthly

For growing practices with 3–5 team members who need structured service delivery across multiple tiers.

Up to 5 team members
Everything in Starter, plus:
Professional portal (COI access)
Referral tracking (inbound + outbound)
Wealthbox CRM integration
Proposals & prospect management

Enterprise

$499

/month · billed monthly

For multi-advisor firms with 6+ team members who need full platform capabilities and priority support.

Unlimited team members
Everything in Growth, plus:
Custom service model configuration
CSV import (Wealthbox, Redtail, custom)
Priority support & onboarding
Annual billing: 15% discount

All plans include a 15% discount when billed annually. Contact us for annual pricing.

See It in Action

Get a personalized demo.

We'll walk through CanyonOps with your actual service model, show how it maps to your practice, and answer every question. No pressure, no pitch deck.

Schedule a Demo →

What Advisors Are Saying

"I was skeptical of another tool, but CanyonOps isn't another tool — it's the system I've been trying to build in spreadsheets for 10 years."
— Michael Rivera, CFP® · Rivera Wealth Partners
Bank-Level Encryption
SOC 2 Ready
99.9% Uptime SLA
Your Data, Your Control

Frequently Asked Questions

Common questions about
CanyonOps pricing and features.

All plans include the full CanyonOps platform — service calendar, trigger engine, compliance evidence packs, AI assistant, and integrations. Plans differ by team size and advanced features like the professional portal, referral tracking, CRM integration, and CSV import. Every plan gives you the core system you need to run structured service delivery.
We offer personalized demos so you can see CanyonOps with your actual service model. Contact us to schedule — we'll walk through how the platform maps to your practice, your tiers, and your team's workflows. No generic slide deck, no pressure.
No. CanyonOps is additive — it integrates with Wealthbox, Redtail, and other CRMs. We're the execution layer that connects your existing tools. Your CRM tracks contacts and communications. CanyonOps tracks what you're actually doing for each client across every planning category, every quarter.
Google Calendar, Outlook Calendar, and Wealthbox CRM today. CSV import from Wealthbox, Redtail, or custom formats. Jump.ai integration coming soon. We're building integrations based on what our users need most — if you have a specific request, let us know.
Yes. SOC 2-ready infrastructure, AES-256 encryption, org-scoped data isolation, role-based access control, and complete audit trails. No firm can ever see another firm's data. AI interactions are logged and personally identifiable information is never exposed to AI models.
Jake Cazier, CFP® — a practicing advisor who manages $90M+ AUM and uses CanyonOps daily to run his own firm. This isn't theoretical software. It was built inside a real advisory practice to solve real service delivery problems, and it's used every day by the team that built it.

Have questions first?

We're happy to walk through CanyonOps, talk about your practice workflows, or just answer questions. No pitch deck, no pressure — just a conversation with the team building the platform.

Schedule a Conversation →