Choose the plan that fits your workflow. Upgrade or downgrade anytime.
For individual analysts, portfolio managers, and self-directed investors.
Start 14-Day TrialFor RIAs, boutique funds, and serious active investors.
Start 14-Day TrialFor hedge funds, family offices, and institutional investment teams.
Start 14-Day TrialUnlimited scale, custom data pipelines, and white-glove onboarding for large organizations.
Contact SalesEverything included in each plan
| Feature | Starter | Pro | Agency | Enterprise |
|---|---|---|---|---|
| Data Access | ||||
| Verticals | 1 | All 3 | All 3 | All 3 + Custom |
| Monthly Exports | 500 | 5,000 | 25,000 | Unlimited |
| API Calls / Month | 1,000 | 25,000 | 100,000 | Unlimited |
| Real-time Enrichment | — | ✓ | ✓ | ✓ |
| Data Freshness | Weekly | Weekly + Real-time | Weekly + Real-time | Real-time |
| Reports & Exports | ||||
| Report Generation | 10/mo | Unlimited | Unlimited | Unlimited |
| CSV Export | ✓ | ✓ | ✓ | ✓ |
| White-label PDF Reports | — | ✓ | ✓ | ✓ |
| White-label Dashboard | — | — | ✓ | ✓ |
| Platform Features | ||||
| Lead Dashboard | — | ✓ | ✓ | ✓ |
| AI Lead Scoring | — | ✓ | ✓ | ✓ |
| CRM Export (Salesforce, HubSpot) | — | ✓ | ✓ | ✓ |
| API Key Management | ✓ | ✓ | ✓ | ✓ |
| Team Seats | 1 | 1 | 5 | Unlimited |
| Support | ||||
| Email Support | ✓ | ✓ | ✓ | ✓ |
| Priority Support | — | ✓ | ✓ | ✓ |
| Dedicated Account Manager | — | — | ✓ | ✓ |
| SLA Guarantee | — | — | 99.9% | 99.99% |
Everything you need to know about VertData pricing
Yes — all paid plans include a 7-day free trial with full access to your chosen tier. During the trial you're limited to 50 exports and 500 API calls. No credit card required to start.
All datasets are refreshed weekly from source. Pro and Agency plans also include real-time enrichment via API — when you query a record, we check for updates in real-time before returning results.
Absolutely. You can cancel your subscription at any time from your billing dashboard. No cancellation fees, no questions asked. Monthly subscriptions end at the current billing cycle; annual subscriptions end at the end of the annual period.
VertData sources from public records, government filings, state bar databases, county assessor records, SEC filings, and our own proprietary data pipelines. All records are verified and deduplicated before entering the database.
Yes. VertData is fully compliant with GDPR, CCPA, and CAN-SPAM regulations. We only include publicly available data, provide data subject request processing, and offer data use agreements for enterprise customers.
Yes — white-label PDF reports are included in Pro and Agency plans. You can upload your firm's logo, choose brand colors, and add a custom footer. Enterprise customers can white-label the entire dashboard.
Yes — all seats on an Agency or Enterprise plan share the plan's export and API limits. Usage is tracked per user so admins can monitor consumption by team member from the admin dashboard.
Yes. You can upgrade or downgrade at any time from your billing dashboard. Upgrades take effect immediately. Downgrades take effect at the next billing cycle. All changes are prorated automatically via Stripe.
Full access to your plan. No credit card required. Cancel anytime.
No credit card required · Cancel anytime · Instant access to all features