Platform tiers

Start where you are. Scale as you grow.

Every tier includes the three integrated intelligence layers — agentic AI, multi-model validation, and verified human experts. Pick the automation level your workflow needs.

Platform tiers

Start where you are. Scale as you grow.

  • Basic

    A2B2 Starter

    Prescribed agentic tasks, weekly brief, proactive signal alerts

    $7/mo

    Founding rate

  • Pro

    A2B2 Associate

    Prompt-triggered multi-model research and persistent financial context

    $19/mo

    Founding rate

  • Most popular

    Max

    A2B2 Senior Associate

    Proactive monitoring, one-click workflows, private CIO access

    $100/mo

    Founding rate

  • Advisor

    A2B2 Relationship Specialist

    Meeting prep, shared client sessions, verified profile, publishing

    $149/mo

    Advisor tier

  • CIO

    A2B2 Operating System

    Overnight monitoring, briefings, content creation, publishing suite

    $1,200/mo

    30 founding slots

All tiers include the three integrated intelligence layers. Founding rates locked permanently for early access members.

Feature comparison

Who gets what.

✓ included · ◐ partial · — not included

Starter
$7
Associate
$19
Senior Associate
$100
Relationship Specialist
$149
Operating System
$1,200
ASK — Multi-model intelligence
Multi-model query (3+ models)
All 5 frontier models
Expert CIO overlay on cards
Devil's advocate mode
Statement secretary (doc → audio)
Consensus Card — generate & shareNamed expert
Queries per month100UnlimitedUnlimitedUnlimitedUnlimited
PRODUCTS — Market intelligence
Asset & theme search + watchlist
Private market & alternatives
CONNECT — Expert network
CIO content feed (read)
Private Q&A with CIOs
Shared sessions with clients
Verified professional badge
Publish to CIO audience
OWN — Portfolio intelligence
Portfolio vault
Overnight monitoring agentsExpanded
Morning brief delivery
Compounding context memoryBasicBasicFullFullFull
CIO Operating System
Overnight market monitoring
AI-interview content creation
Audience analytics

Founding rates locked permanently

Early access members lock in the lowest rate forever. Same intelligence stack across every tier — what changes is automation depth, coverage breadth, and human expert access.

Join the founding cohort