Simple, predictable pricing

Investment data pricing without token math.

Choose your access

A clear plan for each way of working.

Annual pricing keeps the entry point low. Month-to-month billing stays flexible, with no long-term commitment.

Explorer

For focused public-record research

FreeNo card required
Start researching
  • Browser search across public records
  • Source-linked firm and filing profiles
  • Official filing and regulator links
  • Current coverage and methodology notes

Individual

For analysts and independent professionals

$39per month, billed $468 annuallyor $49 month to month
Choose Individual
  • Full web research and historical comparisons
  • CSV exports for further analysis
  • API and MCP access
  • 10,000 API requests each month
  • One user seat

Team

For research, distribution, and data teams

$99per month, billed $1,188 annuallyor $129 month to month
Choose Team
  • Everything in Individual
  • Three user seats
  • Shared research and service credentials
  • 50,000 API requests each month
  • Expanded exports and team support

Recurring and higher-volume access

Data Platform

For products, warehouses, and recurring workflows

From $249per month, plus agreed usage
  • Higher-volume API access
  • Full or incremental recurring data feeds
  • SFTP, Amazon S3, or Azure Blob Storage delivery
  • Custom datasets, cadence, and destinations
  • Commercial-use, embedding, and redistribution terms
Configure Data Platform

Prices are in U.S. dollars and exclude applicable taxes. API allowances reset each billing month and do not roll over. We do not add automatic overage charges to Individual or Team plans.

Compare plans

Know exactly what is included.

Every result keeps its reporting dates, identifiers, and official source links. The difference is how much access, automation, and collaboration you need.

CapabilityExplorerIndividualTeamData Platform
Web researchCore searchFull accessFull accessAvailable
Historical comparisonsSelected recordsIncludedIncludedIncluded
API requests10,000 / month50,000 / monthConfigured volume
MCP accessIncludedIncludedIncluded
ExportsCSVExpanded CSVFiles and feeds
Users113Configured
Recurring data feedsFull or incremental
Standard use rightsPersonal researchInternal useInternal team useDefined by agreement
Explorer
Web research
Core search
Historical comparisons
Selected records
API requests
MCP access
Exports
Users
1
Recurring data feeds
Standard use rights
Personal research
Individual
Web research
Full access
Historical comparisons
Included
API requests
10,000 / month
MCP access
Included
Exports
CSV
Users
1
Recurring data feeds
Standard use rights
Internal use
Team
Web research
Full access
Historical comparisons
Included
API requests
50,000 / month
MCP access
Included
Exports
Expanded CSV
Users
3
Recurring data feeds
Standard use rights
Internal team use
Data Platform
Web research
Available
Historical comparisons
Included
API requests
Configured volume
MCP access
Included
Exports
Files and feeds
Users
Configured
Recurring data feeds
Full or incremental
Standard use rights
Defined by agreement

Billing and cancellation

Straightforward from checkout through renewal.

Paid subscriptions renew automatically. You stay in control of the billing cadence, plan, and next renewal.

Monthly billing

Pay month to month at the listed monthly rate. Paid subscriptions renew automatically each month until canceled.

Annual billing

Save with one annual payment. The monthly figure shown is the effective rate; the full annual amount is charged at the start of the term.

Cancel anytime

Cancel before the next renewal to stop future charges. Access continues through the end of the period already paid for.

Secure payment

Stripe processes paid subscriptions. Receipts and billing details are available through email and the billing portal.

Pricing questions

The details before you decide.

How does annual billing work?

Individual is billed once at $468 per year, which works out to $39 per month. Team is billed once at $1,188 per year, which works out to $99 per month. The effective monthly price is shown for comparison; annual charges are paid in full at the beginning of the annual term.

Can I cancel at any time?

Yes. Cancel before the next renewal through billing settings. Your subscription will not renew, and paid access continues until the end of the monthly or annual period already paid for.

Do you offer refunds or prorated cancellations?

Charges are generally non-refundable, and cancellation does not create a credit for unused time. We will honor any refund rights required by applicable law or expressly included in your agreement.

What happens if I reach my API allowance?

Individual and Team plans do not incur automatic overage charges. Requests pause or are rate-limited until the allowance resets, or you can move to a Data Platform agreement with configured volume.

Are taxes included?

No. Displayed prices are in U.S. dollars and exclude applicable sales, use, value-added, or similar taxes. Any required taxes are calculated and shown during checkout.

Can I get a receipt or invoice?

Yes. Stripe sends a payment receipt and provides billing records through the customer portal. Data Platform customers can arrange invoiced billing in their order form.

Can I redistribute or embed AUMSearch data?

Explorer, Individual, and Team are for personal or internal business use. Redistribution, embedding, customer-facing data, and recurring delivery require a Data Platform agreement that defines the permitted data and use.

Start with the research

Search first. Connect the workflow when you are ready.