Simple plans that grow with you
Schedule a demo to see which plan fits your practice.
Individual
Everything a solo advisor needs to market compliantly.
- ✓ $299/mo base platform (includes 3 users)
- ✓ $50/mo per additional user
- ✓ 500 free contacts in first year
- ✓ $0.80/mo per additional contact
- ✓ Prospect search & import (usage-based)
- ✓ Unlimited AI content generation
- ✓ LinkedIn & Facebook publishing
- ✓ Compliance review workflow
- ✓ Email campaigns
- ✓ Analytics & reports
Enterprise
Custom solutions for firms and broker-dealers.
- ✓ Dedicated Account Manager
- ✓ Custom Integrations
- ✓ SSO & SAML
- ✓ SLA Guarantee
- ✓ On-boarding Training
Compare plans in detail
| Feature | Individual | Enterprise |
|---|---|---|
| Unlimited AI Content Generation | ✓ | ✓ |
| Compliance Review Workflow | ✓ | ✓ |
| LinkedIn & Facebook Publishing | ✓ | ✓ |
| Email Campaigns | ✓ | ✓ |
| Prospect Search & Import | Usage-based | Custom |
| Contacts Included | 500 free (first year) | Custom |
| Analytics & Reports | ✓ | ✓ |
| Role-Based Permissions | ✗ | ✓ |
| On-boarding Training | ✗ | ✓ |
| Dedicated Account Manager | ✗ | ✓ |
| SLA Guarantee | ✗ | ✓ |
| Support | Priority + Dedicated | |
| SSO & SAML | ✗ | Coming Soon |
| Custom Integrations | ✗ | Coming Soon |
| Team Collaboration | ✗ | Coming Soon |
| Shared Content Library | ✗ | Coming Soon |
| Custom Branding | ✗ | Coming Soon |
Frequently asked questions
How do I get started? +
Schedule a demo with our team and we'll walk you through the full platform. We'll tailor the session to your practice so you can see exactly how Vireos works for you.
What compliance certifications does Vireos support? +
Vireos is built around SEC Marketing Rule (17 CFR 275.206(4)-1) and FINRA Rule 2210. Our compliance engine enforces advertising rules, maintains complete audit trails, and supports customizable review workflows so your firm stays in good standing.
What integrations are available? +
Vireos integrates natively with LinkedIn, Facebook, and major email service providers. Enterprise plans also support custom integrations, SSO via SAML, and API access for connecting to your existing tech stack.
How is my data secured? +
All data is encrypted at rest and in transit using AES-256 and TLS 1.2+. We host on AWS with SOC 2-aligned controls, role-based access, and regular third-party security audits.
What does onboarding look like? +
Every user receives a dedicated onboarding session, training materials, access to our client success team, and priority support to get up and running quickly.
Which marketing channels does Vireos support? +
Vireos supports four channels: LinkedIn organic posts, Facebook ads and organic posts, email campaigns, and prospect outreach. All content is generated and reviewed through a single unified workflow.
What if my team has more than 10 people? +
Teams larger than 10 seats qualify for our Enterprise plan, which includes unlimited seats, dedicated account management, custom integrations, and volume-based pricing. Contact our sales team for a tailored quote.
Ready to get started?
Join financial advisors who are growing their practice with compliant, AI-powered marketing.