01
Start before everyone else
Use Chunkbase now, while it is still easy to change around the way your firm works. Every fact it proposes shows where it came from, and your team decides what goes in.
Founding firms
Shape Chunkbase around how your firm works.
Founding firms get the earliest version of Chunkbase, a price held well past launch, and a direct hand in what we build next.
Become a founding firmEarly pricing · First month refundable
02
A price that holds
£199 per adviser a month, held until 12 months after general launch. Paraplanners and administrators are free. Founding pricing is a thank-you for going first.
03
A direct line to the founder
Work with Rohan, not a support queue. A short session every week or two, and what your team tells us goes straight into what we build next.
04
Everything as it ships
Recording, connections to the systems you already use, and every new feature arrive at the founding price. No tiers and no upsells.
05
A first month without risk
Use it with your team for a month. If Chunkbase is not useful to your firm, we refund it.
Early pricing
Founding firm
One price, per licensed adviser
£199per adviser a month
£299 per adviser a month at general launch
Become a founding firm- Paraplanners and administrators free
- Held until 12 months after general launch
- Paid monthly. First month refundable
Founding firms hear from us before anything changes.
Questions
Why pay from the first day?
So we both take it seriously. If Chunkbase is not useful to your firm in the first month, we refund it.
What do you ask of a founding firm?
One adviser and one paraplanner or administrator who will use it, a short session with Rohan every week or two, and honest feedback on what helps and what does not.
What works today?
In alpha today: meeting notes from a transcript or your own notes, dictation, the fact find with a source for every fact, recommendation letter drafts and Ask Chunkbase. Coming soon: recording calls and meetings, and connections to intelliflo and other back-office systems.
Where is client data processed?
In the UK and the EU. Client data is never used to train AI models.
What happens to our price later?
It stays at £199 per adviser a month until 12 months after general launch. We will tell you well before anything changes.
Who counts as an adviser?
Licensed advisers. Paraplanners and administrators are free.
Does it work with intelliflo?
Not yet. Connections to the systems firms already use are being built, and founding firms help decide which comes first.
We are a network. Can our firms join?
Yes. Talk to us about one agreement for your firms.
Become a founding firm.
Tell us about your firm. Rohan reads every application and replies personally.
