# InvestNext Pricing 2026 | Capterra

> Learn more about InvestNext pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/185770/InvestNext/pricing

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# Pricing for InvestNext

[4.7 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/)

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## [InvestNext](https://www.capterra.com/p/185770/InvestNext/) has **3** pricing plans

-   Yes, has free trial
-   No free version

**Credit Card Required:** Yes

**Discount:** By Plan Frequency

### Core

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**Pricing Model:** Usage Based

**Payment Frequency:** Per Month

Core plan includes:

-   Custom Investor Portal
-   Investor CRM
-   Fundraising Automation
-   One Click Distributions & Payments
-   Investor Reporting, Transaction History, and Asset Summaries

### Firm

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Firm plan includes:

-   Custom Investor Portal
-   Investor CRM
-   Fundraising Automation
-   One Click Distributions & Payments
-   Investor Reporting, Transaction History, and Asset Summaries

### Institution

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Institution plan includes:

-   Custom Investor Portal
-   Investor CRM
-   Investor Reporting, Transaction History, and Asset Summaries
-   Custom Investor Portal Domain (Add-On)
-   1:1 Onboarding Resource

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[View all alternatives](https://www.capterra.com/p/185770/InvestNext/alternatives/)

## What do others say about [InvestNext](https://www.capterra.com/p/185770/InvestNext/) pricing?

Pricing RatingN/A

Value For Money[4.6(20)](https://www.capterra.com/p/185770/InvestNext/reviews/)

## How should I be thinking about software pricing?

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