Simple, Transparent Pricing for Financial Professionals
Join Coyote Wealth and connect with vetted business owners and high-income professionals actively looking for a CPA, advisor, or family-office service.
⭐ Start Here
🐾Scout
The best place to start. Get listed, get found, and start building your reputation on Coyote Wealth.
$49/month
Profile page in the Coyote Wealth directory
Appear in category and specialty searches
Collect and display verified client reviews
Verified badge on your profile
SEO-optimized profile indexed by Google
Edit your listing anytime via dashboard
Featured placement on category pages
Homepage "Featured Firms" section
Priority lead matching
Purchase matched leads as they become available — $75/lead
Most Popular
🌟Trailblazer
Best for firms already active on the platform and ready to stand out from the pack.
$99/month
Everything in Scout
Priority slots 4–6 in quiz results (above Scouts)
Featured placement at top of category pages
Featured slot on homepage "Most Reviewed" sections
"Trailblazer" gold badge on your profile card
Video embed + booking link on profile
Analytics dashboard: profile views, quiz impressions, clicks
Priority lead matching (Alpha only)
Purchase matched leads as they become available — $60/lead (20% discount)
Early Access — Limited Spots
🏆Alpha
For established firms who want to be first when leads go live.
$199/month
First in line for matched leads. $50 per additional lead. Close just 1 client and this plan pays for itself.
Everything in Trailblazer
Priority slots 1–3 in quiz results (above everyone)
First in line when matched leads become available
Lowest lead price — $50/lead (33% discount)
You set your own monthly lead cap
Full lead profile: income, net worth, assets, industry, situation
Elite verified badge + homepage spotlight
Monthly performance report emailed to you
Priority support — response within 24hrs
Bad-lead credit policy
No long-term contracts — cancel anytime
Not sure which plan? 90% of new firms start with Scout. You can upgrade anytime.
No long-term contracts — cancel anytime. After subscribing, you'll set up your firm profile in minutes.
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