How much do DeepVest and Guardfolio cost?

DeepVest: $$$-CALL. Guardfolio: $$.

index / DeepVest vs Guardfolio

>_ DeepVest vs Guardfolio

DeepVest and Guardfolio, side-by-side. Compare the facts below, then pick the one that fits your workflow.

DeepVest

Guardfolio

one-liner

AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

best for

financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation.

self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account.

key feature

Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations

ETF look-through analysis reveals duplicate holdings hidden inside funds

who uses it

RIA

Retail

asset class

Multi-asset

function

Portfolio Management

Portfolio Tracking, Portfolio Management

instruments

Stocks, ETFs, Options

Stocks, ETFs, Mutual Funds

regions

North America

Global

pricing

$$$-CALL

via

web, api

web

audience

pro · ria

retail

upvotes

about DeepVest

ai portfolio-intelligence platform for financial advisors and rias — turns prospect statements into client-ready diagnostics in under 10 minutes, runs backtests across 50+ years of historical data, natural language portfolio optimization with mean-variance and custom constraints, cross-asset research terminal (equities, etfs, crypto, forex, commodities), complete audit trails with timestamps and data sourcing for sec scrutiny.

about Guardfolio

aggregates holdings across brokerage and retirement accounts (via plaid, snaptrade read-only connections) and flags etf overlap, concentration risk, allocation drift, and volatility after each portfolio sync. performs etf look-through analysis to surface duplicate holdings hidden inside funds across accounts.

DeepVest

[↗] visit deepvest.ai

Guardfolio

Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts

[↗] visit guardfolio.ai

See full data, pricing and alternatives on the DeepVest profile page, or the Guardfolio profile page.

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