Invo — Pricing

Pricing

Try it free for 14 days.

Money is complicated. Starting shouldn't be.
Your first 14 days are free - no pressure.

Essential

$48/month

$45/month

$40/month

$48 billed every month

$135 billed every 3 months

$480 billed every year

Free 14-day trial

Your own dedicated Invo Guide

Three 1-on-1 sessions up front to get you on track to hit your goals with confidence

A built-for-you money system that automates your finances and simplifies your life

Annual check-in session to stay on track

Anytime messaging

4.00% Annual Percentage Yield¹ on all of your cash

Professional investment management

Start for free

Plus

$148/month

$138/month

$125/month

$148 billed every month

$415 billed every 3 months

$1,498 billed every year

Everything in Essential

Ongoing 1-on-1 sessions
as you need them

Looking for more dedicated Guidance?

With a Plus membership, you can continue to book on-demand, 1-on-1 sessions after your first three sessions –ideal for life changes, new questions, and regular progress check-ins.

Start for free

© Invo 2025 — All rights reserved. “Invo” refers to Invo Tech Inc. and its wholly-owned, affiliated, and separately managed subsidiaries, Invo Tech Inc. and Invo Tech Inc., LLC, an SEC-registered investment adviser. To learn more about Invo Tech Inc. please view its Form ADV Part 2 and Form CRS available at www.adviserinfo.sec.gov. Registration with the SEC does not imply any level of skill or training. This information is provided by Invo for educational and illustrative purposes only and is not considered an offer, solicitation of an offer, advice, or recommendation to buy, sell, or hold any security. All investing involves risk, including the risk of losing the money you invest and past performance does not guarantee future performance. Only members of Invo have access to products and services across the Invo affiliates and subsidiaries.

Investment products and services provided by Invo Tech Inc. are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE.

Invo is a financial technology company, not a bank. Deposit accounts provided by our US-based partner bank (an FDIC member). The Invo Card is issued by our US-based partner bank pursuant to license by Mastercard International Incorporated.

Funds in your Invo deposit account(s) are held at our US-based partner bank (an FDIC member) and are eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. Invo Tech Inc. is not an FDIC-insured bank and FDIC insurance only covers the failure of our US-based partner bank. Invo Financial, LLC, must satisfy certain conditions for pass-through deposit insurance coverage to apply.

¹ The Annual Percentage Yield ("APY") is accurate as of January 28th, 2025. The interest rate and corresponding APY is variable and set at our discretion. Interest is compounded daily and paid monthly. Interest rates may change as often as daily without prior notice. Fees may reduce earnings.

²To be eligible for 2% cash back, Members must receive qualifying direct deposit to your Invo Cash Account. See full Invo Card Reward Program Terms & Conditions.

³Cost of traditional advisory firms sourced from The Kitces Report, Volume 2, 2024, Page 121. Pricing Levels.