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CharityVest
Atlanta, GA-based fintech company founded 2016. Private. Operates donor-advised fund platform for tax-smart charitable giving. Serves individual donors, financial advisors, and corporate clients with modern DAF technology.
Entry price
Free
Free plan available
Plans tracked
3
no add-ons
Pricing changes
0
None published yet
Pricing model
Usage-based
Free tier available
Pricing Change History
0 changesNo tracked pricing changes yet — new verified changes land here automatically.
Research CharityVest's pricing with the Pulse Agent
Ask anything about CharityVest's plans, packaging shifts, and how it compares across the market — answered live from verified data.
Ask the agentCurrent plans
Captured| Plan | Price |
|---|---|
| Charityvest | Free |
| Charityvest Invested | 0.6% of fund balance per year (first $500K; tiered lower for larger balances) |
| Charityvest + Investing | 0.6% of fund balance per year (first $500K; tiered lower for larger balances) |
Company Facts
CategoryFinance & Accounting
Free tierYes
Employees1-10
Tracked sinceFeb 26, 2026
Pricing last seenJun 8, 2026
Websitecharityvest.com
How CharityVest compares with its peers
| Company | Entry price | Last change |
|---|---|---|
G GiveWP | $29.17 /mo, billed annually | Oct 26, 2026 |
G GoFundMe | Free | — |
K Kickstarter | 5% of funds raised + 3% per pledge | — |
B BL.INK | $48 /mo | — |
1 1Office | GBP 25 /mo, billed annually | Jul 13, 2026 |
2 2Checkout | Contact | Apr 27, 2026 |
CharityVest pricing FAQ
- How much does CharityVest cost?
- CharityVest prices on usage: the Charityvest Invested plan is 0.6% of fund balance per year (first $500K; tiered lower for larger balances), and the Charityvest plan is free.
- Does CharityVest have a free plan?
- Yes. CharityVest's Charityvest plan is free.
- What pricing model does CharityVest use?
- CharityVest uses usage-based pricing across 3 plans, with a free tier.