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/moFounding rate
Pro
A2B2 Associate
Prompt-triggered multi-model research and persistent financial context
$19/moFounding rate
- Most popular
Max
A2B2 Senior Associate
Proactive monitoring, one-click workflows, private CIO access
$100/moFounding rate
Advisor
A2B2 Relationship Specialist
Meeting prep, shared client sessions, verified profile, publishing
$149/moAdvisor tier
CIO
A2B2 Operating System
Overnight monitoring, briefings, content creation, publishing suite
$1,200/mo30 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 & share | ✓ | ✓ | ✓ | Named expert | ✓ |
| Queries per month | 100 | Unlimited | Unlimited | Unlimited | Unlimited |
| 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 agents | — | — | ✓ | ✓ | Expanded |
| Morning brief delivery | — | — | ✓ | ✓ | ✓ |
| Compounding context memory | Basic | Basic | Full | Full | Full |
| 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