Pricing

How Much Is “I Didn't Know That” Costing You?

Most people overpay taxes, miss strategies, and leave money on the table—not because they're dumb, but because they don't know what questions to ask. X1 fixes that.

Free

See what you've been missing. No credit card required.

$0 / forever

5 AI Concierge questions/month
Cash Flow Index calculator
Browse sample wealth strategies
Document upload & analysis
Personalized Play Builder

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Personal

Everything you need to stop leaving money on the table.

$97 / month

or $997/year (save $167)

Unlimited AI Concierge questions
All calculators (S-Corp, Hire Kids, CFI)
Play Builder—personalized strategies
Tax return analysis
Estate plan document review
Family Constitution builder
Export & share with advisors

Get Started

Advisor

For financial professionals serving multiple clients.

$1k / month

Everything in Personal
Up to 25 client profiles
Client collaboration portal
White-label reports
Priority support

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Enterprise & RIA Firms

Need custom integrations, unlimited seats, API access, or dedicated support? We can work with firms managing $100M+ in AUM.

Talk to Our Team

Common Questions

Is this a replacement for my CPA or financial advisor?

No. X1 helps you show up to those meetings prepared. We surface the questions you should be asking, the strategies worth exploring, and translate the documents you already have. Your professionals implement—we help you understand.

What if I don't find value?

Start free. If you upgrade and it's not for you, cancel anytime. No contracts, no hassle.

Is my data safe?

Yes. We use bank-level encryption, never sell your data, and you can delete everything at any time. We're in the insight business, not the data business.

Who is X1 for?

High-income professionals and business owners ($150k-$2M+ income) who suspect they're leaving money on the table but don't know where to look. If you've ever thought “I should probably be doing more”—this is for you.