The Geeks Club
Vendor dashboard
Search
For vendors
AdvertiseTop spots, featured rows, home sponsor Get listedAdd a product we don't cover yet Claim a listingFree: verify the domain, then correct your page Vendor dashboardNumbers, orders and placements

Meridian Planning

6.5easy start · #13 of 31
in Financial Advisor Software
  • Free to practise onnot on record
  • Free trialyes
  • Well documentedyes
  • Runs where you worknot on record

Paid plans from $49/mo.

Visit site Alternatives

Meridian Planning is ranked #13 of 31 in financial advisor software on The Geeks Club. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Meridian Planning plans and pricing

All plans
Founding Member rate $49/mo $49/mo First 25 customers only · 18 of 25 spots remaining meridianplanning.app · 4 Oct 2026
Solo Advisor $79/mo $79/mo 1 user · up to 75 clients · all modules meridianplanning.app · 4 Oct 2026
Small Practice $149/mo $149/mo Up to 5 users · 250 clients · all modules · priority support meridianplanning.app · 4 Oct 2026
Enterprise $299/mo $299/mo Unlimited users · unlimited clients · custom onboarding meridianplanning.app · 4 Oct 2026

Compared on financial advisor software

Free plan
No
Financial planning
Yes
Billing and invoicing
Yes

Best Meridian Planning alternatives

See all 20
Conquest 0 of 4 in the starter kit Lesson 17.5Fin365 0 of 4 in the starter kit Lesson 27.1FinStak 0 of 4 in the starter kit Lesson 37.1MoneyGuide 0 of 4 in the starter kit Lesson 47.1eMoney Advisor 0 of 4 in the starter kit Lesson 56.8One Adviser 0 of 4 in the starter kit Lesson 66.8