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Pricing

Simple, Transparent Pricing

Contributing firms get free access to core intelligence modules. Enterprise access unlocks the full 22-module suite.

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Contributing Firms Get Free Access

Wealth management firms that complete the Omnex quarterly survey receive complimentary access to all free-tier modules — covering core firm benchmarking and compliance baselines. No credit card. No time limit.

Tier 1
WM Starter
Independent WMs under $500M AUM
Free
For contributing firms · Always free
  • Firm Snapshot Dashboard (R-0)
  • Advisor Sentiment Index
  • Market Intelligence Hub
  • Profile & Scale (R-1)
  • Compliance & Regulatory (R-2)
  • Cybersecurity Risk (R-2b)
  • Technology Stack (R-3)
  • CO-1 Operator Profile
  • CO-2 Regulatory Workload (baseline)
  • Quarterly data refresh

Complete survey to qualify

Tier 2
WM Pro
Wealth managers over $500M AUM
$1,200/mo
Billed monthly · Cancel anytime
  • Everything in WM Starter
  • AI & Automation (R-4) — 12 use cases
  • Staffing & Succession (R-5)
  • Revenue Strategy (R-6)
  • Investment & Product (R-7)
  • Client Behavior (R-8)
  • Generational Transfer (R-9)
  • Macro Sensitivity (R-10)
  • Strategic Outlook (R-11)
  • Cross-Segment views (G-0)
  • Monthly data refresh
  • CSV + API export
Tier 3
CO Starter
Compliance firms under 5 staff
Free
For contributing firms · Always free
  • CO-1 Operator Profile
  • CO-2 Regulatory Workload
  • Compliance Readiness Score
  • Peer comparison within model type
  • Exam frequency benchmark
  • Quarterly data refresh
  • PDF summary report

Complete survey to qualify

Full Platform
Tier 4
Omnex Pro
WM + Compliance — full 22-module suite
$3,800/mo
Billed monthly · Volume pricing available
  • All 16 WM modules (R-1 to R-11)
  • All 6 Compliance modules (CO-1 to CO-6)
  • AI governance risk alerts
  • Practice economics crossover model
  • Hidden liability detection
  • M&A due diligence data packs
  • Real-time data refresh
  • Custom data cuts & segments
  • Dedicated intelligence analyst
  • White-label reporting
  • Full API access

Enterprise custom pricing available

RIA Contact Data

Verified Emails & Contacts for 40,000+ RIA Firms.

Scraped from SEC IAPD, FINRA BrokerCheck, firm websites, and ADV filings. Verified monthly. Separate from the intelligence subscription.

RIA Data Starter
Contact Exports
Vendors, researchers, and small sales teams
$490/mo
Up to 2,000 records/month · CSV export
  • Firm name, CRD, AUM, state, model type
  • CCO name + verified email address
  • Principal/owner contact where available
  • Phone number where available
  • Filter by AUM band, state, firm model
  • Monthly data refresh
  • CSV export up to 2,000 records/month
Most Popular
RIA Data Pro
Full Database Access
Sales teams, PE firms, and compliance vendors
$1,490/mo
Unlimited exports · API access
  • All fields from Starter
  • All decision-maker contacts (CCO, principals, advisors)
  • Direct phone numbers where available
  • Compliance signals: open disclosures, exam flags
  • Custody relationships and registration history
  • Unlimited record exports
  • Full API access
  • Weekly data refresh
Intelligence + Data Bundle
Omnex Pro + RIA Data
Full platform — intelligence and contacts together
Custom
Bundled pricing · Annual contracts available
  • All 22 intelligence modules (WM + Compliance)
  • Full RIA contact database — unlimited exports
  • Use R-4 AI adoption data to target the exact firms to reach
  • Use R-5 succession signals to find acquisition targets
  • Compliance signals for due diligence
  • Dedicated intelligence analyst
  • White-label reporting
  • Custom data cuts & API
Exactly What's Included

Every Module. Every Tier.

No surprises. Here's exactly which of the 22 intelligence modules you get at each pricing tier.

ModuleWM Starter
Free		WM Pro
$1,200/mo		CO Starter
Free		Omnex Pro
$3,800/mo
Core Intelligence
R-0 Firm Snapshot Dashboard✓ Free✓✓✓
R-0b Advisor Sentiment Index✓ Free✓—✓
R-0c Market Intelligence Hub✓ Free✓—✓
G-0 Cross-Segment Insights——
Firm Operations — Free Modules
R-1 Profile & Scale✓ Free✓—✓
R-2 Compliance & Regulatory✓ Free✓—✓
R-2b Cybersecurity Risk✓ Free✓—✓
R-3 Technology Stack✓ Free✓—✓
Firm Operations — Pro Modules
R-4 AI & Automation (12 use cases)——
R-5 Staffing & Succession——
R-6 Revenue Strategy——
R-7 Investment & Product——
R-8 Client Behavior——
R-9 Generational Transfer——
R-10 Macro Sensitivity——
R-11 Strategic Outlook——
Compliance Intelligence — Free Modules
CO-1 Operator Profile✓ Free—✓ Free✓
CO-2 Regulatory Workload (baseline)Basic—✓ Free✓ Full
Compliance Intelligence — Pro Modules
CO-3 Policy Infrastructure———✓ Omnex Pro
CO-4 AI Risk Governance———✓ Omnex Pro
CO-5 Practice Economics & Crossover Model———✓ Omnex Pro
CO-6 Marketing & Reg BI———✓ Omnex Pro
Common Questions

FAQ

No Risk to Start

Start Free.
Upgrade When Ready.

Qualifying firms get immediate access at no cost. See your benchmarks across wealth operations and compliance before committing to a paid tier.