Pick the plan that fits your family.
Start free and private. Add sync, sharing and tax help when you need them. Cancel anytime.
Cancel anytime →
Choose how much help you want
Free
Private, on your own devices
$0
Free forever
- Encrypted with your own password
- Assets and debts in one place
- Statement import
- iCloud and Dropbox sync
- Bring your own AI
Essentials
Your family, in sync
$190 /year
Save $38 a year
- Everything in Free, plus:
- HelloHQ Sync on every device
- A shared workspace for family
- HelloHQ AI, with an allowance
- Beneficiaries and your estate
Pro
A family across borders
$990 /year
Save $198 a year
- Everything in Essentials, plus:
- Tax by country
- Risk warnings
- Handover packages
- Access control and activity history
Why choose HelloHQ?
Private by design
Your records live encrypted on your device. If you sync, only encrypted data leaves it.
Answers from your own numbers
AI that reads your records and drafts for you to approve. Information, not financial advice.
Everything in one place
Portfolios, assets, debts and estate, totalled in your currency.
Share with the right people
Invite family or advisers, and choose what each can see.
Compare plans
| Features | Free | Essentials | Pro | SFO | Enterprise SFO | Enterprise MFO |
|---|---|---|---|---|---|---|
| Privacy and protection | ||||||
| Encrypted with a master password only you hold | Included | Included | Included | Included | Included | Included |
| Emergency Kit | Included | Included | Included | Included | Included | Included |
| ISO 27001 and SOC 2 | Included | Included | Included | Included | Included | Included |
| Access control for each portfolio | Not included | Not included | Included | Included | Included | Included |
| Activity history | Not included | Not included | Included | Included | Included | Included |
| Everyday use | ||||||
| Statement import | Included | Included | Included | Included | Included | Included |
| Sync through iCloud or Dropbox | Included | Included | Included | Included | Included | Included |
| HelloHQ Sync | Not included | Included | Included | Included | Included | Included |
| Shared workspace | Not included | Included | Included | Included | Included | Included |
| Balances that refresh from your accounts | Not included | Included | Included | Included | Included | Included |
| Plugins and extensions (planned) | Included | Included | Included | Included | Included | Included |
| AI | ||||||
| Your own model, API key or AI subscription | Included | Included | Included | Included | Included | Included |
| HelloHQ AI with a monthly allowance | Not included | Included | Included | Included | Included | Included |
| A larger HelloHQ AI allowance | Not included | Not included | Included | Included | Included | Included |
| Estate and succession | ||||||
| Beneficiaries | Not included | Included | Included | Included | Included | Included |
| Estate | Not included | Included | Included | Included | Included | Included |
| Handover packages | Not included | Not included | Included | Included | Included | Included |
| Split-key bundles | Not included | Not included | Included | Included | Included | Included |
| Tax and risk | ||||||
| Your own tax rate | Included | Included | Included | Included | Included | Included |
| Tax by country | Not included | Not included | Included | Included | Included | Included |
| Risk warnings | Not included | Not included | Included | Included | Included | Included |
| Trust setup with a partner | Not included | Not included | Included | Included | Included | Included |
| Family office | ||||||
| Entity structure | Not included | Not included | Not included | Included | Included | Included |
| Approvals | Not included | Not included | Not included | Included | Included | Included |
| Compliance tools | Not included | Not included | Not included | Included | Included | Included |
| Single sign-on | Not included | Not included | Not included | Not included | Included | Included |
| Contracts and an SLA | Not included | Not included | Not included | Not included | Included | Included |
| Centrally managed plugins (planned) | Not included | Not included | Not included | Not included | Included | Included |
| Per-family isolation | Not included | Not included | Not included | Not included | Not included | Included |
| People included | Not included | Not included | Not included | 8 | 25 | 8 per family |
| Support | ||||||
| Response time | Not included | 3 business days | 3 business days | 3 business days | 1 business day | 24/7 |
Frequently asked questions
The Free plan is HelloHQ on your own devices: your assets, debts, estate records and statement import, encrypted with a master password only you hold. You can back up and sync through iCloud or Dropbox. Bring your own AI: run a model on your device, or use your own API key or AI subscription. There is nothing to sign up for.
Essentials adds HelloHQ Sync, a shared workspace for family or advisers, automated account updates, HelloHQ cloud AI with a monthly allowance, and support within 3 business days.
Pro is for a family across borders. It adds tax worked out from each country's rules, risk warnings, trust setup with a partner, access control for each portfolio, handover packages and an activity history.
When you hire your first staff, or set up a trust or holding company. The SFO plan adds entity structure, approvals and compliance tools, with 8 people included. It costs $1,250 a month or $12,500 a year, and you can try it free for 30 days.
No. On every plan you can run a model on your device, or bring your own API key or Claude or Codex subscription. A paid plan adds HelloHQ cloud AI with a monthly allowance.
Yes. The AI features work in the free download with a model on your device or your own provider, so you can see how they work before you upgrade.
Enterprise SFO is for a professional office: everything in SFO with 25 people included, white-glove onboarding, single sign-on, contracts and an SLA, and a named contact. Enterprise MFO is for an office that serves many families: each family in its own vault with its own keys and consent, one bill for the office, and 24/7 support. Both are priced for your office; contact sales to talk it through.
Yes, you can upgrade or downgrade your plan at any time. Your billing will be adjusted accordingly.
Yes, we prioritize security. Your financial data is stored securely on your device, not on our servers. We're ISO 27001 and SOC 2 certified, ensuring enterprise-grade security.
Yes, you can cancel your subscription at any time. You'll continue to have access to your plan's features until the end of your billing period.
Paid plans include support by email: within 3 business days on Essentials, Pro and SFO, within 1 business day with a named contact on Enterprise SFO, and 24/7 on Enterprise MFO.