Your first week is free. Keep it only if the review helps.
New accounts receive 7 days at no cost with a payment method required up front. Then Orbeva Plus renews at $9/month or $79/year until canceled. Annual is preselected and labeled “2 months free.”
One clean plan for the whole review.
Orbeva Finance is priced as a decision-support system, not a stack of locked tabs. Every connected account, risk lens, assumption, and Action Plan is available during the trial and the paid Orbeva Plus plan.
- Every account in one picture — banks, cards, brokerage, loans
- One decision card to review first, with inputs and assumptions visible
- Margin & liquidation watch, concentration risk, cross-border US/Canada tax
- True net worth — including the assets and debts banks can’t see
- Risk context that stays beside the recommendation
- Read-only via Plaid — we never move your money
Three practical pricing questions.
Do I need a card to try it?
A payment method is required up front. Nothing is charged during the first seven days; your selected plan then renews until canceled.
What am I paying for?
The price covers the full decision layer: accounts, net worth, risk lenses, Action Plans, and export/delete controls.
What happens after 7 days?
Your selected Orbeva Plus plan renews at $9/month or $79/year until canceled.
Keep Orbeva Plus only if the review is useful to you.
Orbeva Finance shows the connected evidence, assumptions, and tradeoffs. You decide whether the review is useful, whether to act, and whether Orbeva Plus is worth its stated price.
Read-only decision support, not financial advice. You review and take every action yourself.
Pricing questions, answered plainly.
Yes. Connections are read-only through Plaid. Orbeva can read balances, transactions, and holdings for your workspace, but it cannot move money, initiate payments, place trades, or see your bank password.
In your own private, isolated workspace. Your financial data is used to produce your insights, not to train AI models, not to build pooled datasets, and not to sell to anyone. You can export or delete it.
A private dashboard with net worth, cash flow, spending, holdings, debts, and manual assets in one place. The first decision card explains what is worth reviewing, which inputs it used, and what assumptions could change the answer.
The recommendation is not a black-box command. Orbeva shows the connected balances, rates, holdings, timing assumptions, and risk context beside the card so you can inspect the reasoning before doing anything.
No — it’s decision support, not regulated financial, tax, or investment advice, and not your fiduciary. It shows what your own numbers imply, in plain language; you stay in control, and anything major is worth confirming with a pro.
Budgeting dashboards are useful for spending history and habits. Orbeva is a read-only decision layer: it helps identify the review that matters now, shows the evidence, and keeps portfolio and cross-border risk context beside the recommendation.
No. Connect your accounts read-only in a couple of minutes and your workspace builds itself — no spreadsheets, no wiring tools together.
Orbeva Plus is $9/month or $79/year. New accounts receive 7 days at no cost with a payment method required up front. Annual is preselected as “2 months free.” No setup, cancellation, or early-termination fee.
Anytime, one click from your account, with an emailed confirmation. No contract, no cancellation fee — and you can export or delete your data whenever you like.