Foundry Planning is ranked #34 of 34 in financial planning software on Freedom251. It runs on Web. There is no free plan. Paid plans start at $166/mo.
Foundry Planning plans and pricing
All plansFoundry Planning $166/mo billed annually Year-by-year cash-flow engine · Federal, state, and estate tax modeling · 1,000-path Monte Carlo · AI document import · Built-in CRM and tasks · Unlimited clients per advisor foundryplanning.com · 20 Sept 2026
Compared on financial planning software
- Free plan
- No
- Cash-flow modeling
- Yes
- Goal planning
- Yes
- Tax planning
- Yes
- Scenario analysis
- Yes
- Insurance planning
- Yes
- Investment planning
- Yes
- Client portal
- Yes
