Priced like vertical SaaS, sold like a Bloomberg seat.
Three tiers. No usage meters. No per-query billing. The seat economics are designed for the cost-bar a senior private banker recognises, and recovers in a single closed mandate.
For the senior advisor running a book solo. The full workstation, the agent, every principal page, every Approach plan. Output handoff to your existing CRM and email.
- Full UHNW universe access
- Approach plans · all mapped principals
- Pathfinder · unlimited queries
- Agent · ChatGPT-style chat with audit
- Copy / PDF output handoff
- Email support · 48h response
Family-office desks, RIA teams, and bank coverage pods. Includes admin console, shared watchlists, role-based pathfinder, and a webhook integration of your choice.
- Everything in Advisor
- Admin console · seat management
- Shared watchlists & saved Approaches
- Webhook handoff · one integration
- Live market signals · team feed
- Priority support · 12h response
Private banks and global multi-family offices. SSO, audit logging, custom data residency, on-prem corpus delivery options, and design-partner roadmap influence.
- Everything in Team
- Unlimited seats
- SSO · SAML · SCIM
- Audit logging · compliance-ready
- Data residency · EU · US · APAC
- Named CSM · roadmap input
Why these numbers.
Anchored against Bloomberg Terminal at $25K and Preqin/Capital IQ enterprise seats at $20-30K. Klypse is priced below the relationship-data alternatives and is recovered in a single closed mandate per advisor per year.
Per-query usage meters change advisor behaviour, they stop asking. The agent is most useful when the advisor asks freely. We absorb the cost; you pay for the seat.
The buyer at JPM Private Bank or UBS Wealth needs SSO, audit logging, and a named CSM. Enterprise wraps the same product in the procurement shell that gets it past the security and compliance review.
We run six-bank design-partner pilots at Team-tier pricing for the first two quarters. The trade is roadmap input and case-study rights, not free seats.
Closed beta. By introduction.
The team is taking on a small number of design partners. Tell us who you are.