ZetNode pricing

Pricing built around
client status.

ZetNode uses three relationship levels: Core for getting organized, Premium for deeper planning and priority review, and Private for advanced wealth and business routing.

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Core

Start with ZetNode

For clients beginning with a structured view of accounts, goals, documents, and financial decisions.

  • Standard onboarding and account organization
  • Basic investing, tax, and planning records
  • Educational Learn access and account insights
Get started

Premium

$100k+ reviewed value or deposits

For clients consolidating accounts, investments, tax records, and planning questions into one review path.

  • Expanded planning workspace and review priority
  • Portfolio, retirement, and tax planning records
  • Enhanced risk, wallet, and withdrawal readiness insights
Start premium review

Private

$500k+ reviewed value or deposits

For advanced wealth, executive, and business clients who need private routing and custom strategy review.

  • Private review queue and dedicated routing
  • Custom wealth, business, and liquidity strategy
  • Advanced tax, compliance, and treasury coordination
Talk to our team

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Core. Premium. Private.

Access, limits, and review priority increase by level. Product availability remains subject to eligibility, documentation, provider terms, and review.

Benefits by account tier
BenefitCorePremiumPrivate
QualificationOpen a ZetNode account$100k+ reviewed value or deposits$500k+ reviewed value or deposits
Client reviewStandard routingPriority routingPrivate queue
Wallet & cashStandard accessExpanded limits where eligibleHighest limits where eligible
InvestingFoundational account recordPortfolio planning reviewCustom strategy review
CryptoBasic asset tracking recordsEnhanced risk and tax readinessAdvanced crypto and treasury review
RetirementBasic retirement recordsPlanning workspaceIncome and withdrawal strategy
Tax workspaceDocument organizationTax planning workspaceAdvanced compliance coordination
Business accountsApplication-onlyAvailable after KYB reviewPriority KYB and treasury routing
ZetNode IntelligenceAccount insightsWallet, risk, and withdrawal readinessAdvanced liquidity and decision routing
Best forGetting startedConsolidating wealthAdvanced wealth and business clients

Status levels do not guarantee product approval, investment outcomes, tax treatment, deposit insurance, lending approval, business account access, or availability in every jurisdiction.

How status works

Qualification is based on the relationship,
not a software seat.

What counts toward Premium or Private?

ZetNode reviews total value, deposits, connected account record, business records, and eligibility during onboarding or relationship review.

Is ZetNode Intelligence a separate subscription?

No. Intelligence is part of the ZetNode platform experience. Available insights and review depth increase by status level and eligibility.

Can business clients qualify?

Yes, where KYB, documentation, provider availability, and treasury review requirements are satisfied.

Service agreement