No Retainers. No Tech Headaches.
Just Results.

Simple, transparent pricing tied directly to your firm's growth.

Choose Your AI Growth Engine

Solutions designed for investment firms that want to scale operations without adding headcount.

💼 Standard Plan

Ideal for Firms Under $100M AUM

$5,000 setup + $1,500/mo

1 AI Agent

CRM + Calendar Integration

Weekly Optimization

Support + ROI Tracking

30-Day ROI Guarantee

💼 Standard Plan

Ideal for Firms Under $100M AUM

$5,000 setup + $1,500/mo

1 AI Agent

CRM + Calendar Integration

Weekly Optimization

Support + ROI Tracking

30-Day ROI Guarantee

💼 Standard Plan

Ideal for Firms Under $100M AUM

$5,000 setup + $1,500/mo

1 AI Agent

CRM + Calendar Integration

Weekly Optimization

Support + ROI Tracking

30-Day ROI Guarantee

🚀 Performance Plan

For Firms Scaling Across Multiple Teams or Offices

Custom Pricing

Multi-Agent Rollout

Custom Workflows

Performance-Based Pricing

Advanced Dashboard

Enterprise Integrations

🚀 Performance Plan

For Firms Scaling Across Multiple Teams or Offices

Custom Pricing

Multi-Agent Rollout

Custom Workflows

Performance-Based Pricing

Advanced Dashboard

Enterprise Integrations

🚀 Performance Plan

For Firms Scaling Across Multiple Teams or Offices

Custom Pricing

Multi-Agent Rollout

Custom Workflows

Performance-Based Pricing

Advanced Dashboard

Enterprise Integrations

All plans include our signature 30-day ROI guarantee

If we don't deliver measurable results in 30 days, you don't pay.

Is This Built for Your Firm?

Is This Built for Your Firm?

Is This Built for Your Firm?

You manage $10M–$1B in AUM

Our solutions are calibrated for this AUM range

You manage $10M–$1B in AUM

Our solutions are calibrated for this AUM range

You manage $10M–$1B in AUM

Our solutions are calibrated for this AUM range

You want to scale without bloated headcount

AI agents outperform adding multiple ops hires

You want to scale without bloated headcount

AI agents outperform adding multiple ops hires

You want to scale without bloated headcount

AI agents outperform adding multiple ops hires

Your advisors or partners are doing ops work

Redirecting high-value talent to client-facing work

Your advisors or partners are doing ops work

Redirecting high-value talent to client-facing work

Your advisors or partners are doing ops work

Redirecting high-value talent to client-facing work

You're using Redtail, Wealthbox, Salesforce or similar

We integrate with all major investment firm CRMs

You're using Redtail, Wealthbox, Salesforce or similar

We integrate with all major investment firm CRMs

You're using Redtail, Wealthbox, Salesforce or similar

We integrate with all major investment firm CRMs

You need faster conversion, not more leads

Our solution maximizes your existing lead flow

You need faster conversion, not more leads

Our solution maximizes your existing lead flow

You need faster conversion, not more leads

Our solution maximizes your existing lead flow

Frequently Asked Questions

Frequently Asked Questions

How quickly can we get started?

Most clients can be fully onboarded with their first AI agent live within 14 days of signing. The process is designed to be fast without cutting corners on customization.

What's included in the setup fee?

Can we cancel anytime?

How do you measure ROI?

Do we need to replace our current systems?

Is this compliant for the financial industry?

How quickly can we get started?

Most clients can be fully onboarded with their first AI agent live within 14 days of signing. The process is designed to be fast without cutting corners on customization.

What's included in the setup fee?

Can we cancel anytime?

How do you measure ROI?

Do we need to replace our current systems?

Is this compliant for the financial industry?

How quickly can we get started?

Most clients can be fully onboarded with their first AI agent live within 14 days of signing. The process is designed to be fast without cutting corners on customization.

What's included in the setup fee?

Can we cancel anytime?

How do you measure ROI?

Do we need to replace our current systems?

Is this compliant for the financial industry?

We're Only Taking 3 New Firms This Month — Will One Be Yours?

If you're an investment firm ready to scale without breaking your ops, let's talk.

Cornerr

AI agents and automations for investment firms that handle lead response, client onboarding, and operational tasks. Built to help you scale without growing headcount.

© 2025 cornerr.io. All rights reserved.

Privacy Policy

Terms of Service

We're Only Taking 3 New Firms This Month — Will One Be Yours?

If you're an investment firm ready to scale without breaking your ops, let's talk.

Cornerr

AI agents and automations for investment firms that handle lead response, client onboarding, and operational tasks. Built to help you scale without growing headcount.

© 2025 cornerr.io. All rights reserved.

Privacy Policy

Terms of Service

We're Only Taking 3 New Firms This Month — Will One Be Yours?

If you're an investment firm ready to scale without breaking your ops, let's talk.

Cornerr

AI agents and automations for investment firms that handle lead response, client onboarding, and operational tasks. Built to help you scale without growing headcount.

© 2025 cornerr.io. All rights reserved.

Privacy Policy

Terms of Service