---
description: Discover the benefits and disadvantages of Lodestar Wealth.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Lodestar Wealth Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/31136/financial-management/software) > [Lodestar Wealth](/software/1241215/Lodestar-Wealth)

# Lodestar Wealth

Canonical: https://www.capterra.co.uk/software/1241215/Lodestar-Wealth

> Lodestar Wealth turns your financial statements into a ranked action plan — with the dollar impact of every move.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Lodestar Wealth?

US consumers 25-50 who manage their own money: a 401(k), a brokerage account, some card debt, no financial professional. DIY investors who want a prioritized plan, not another spending tracker.

## About the vendor

- **Company**: Lodestar Wealth

## Commercial Context

- **Starting Price**: US$14.99
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Lodestar Wealth is a flat subscription, never a percentage of assets. A free account includes one complete financial analysis and one portfolio review with no card required. Lodestar Plus is $14.99/month, or $149.99/year — which works out to $12.50/month and saves $29.89 a year. Both plans start with a 7-day free trial and can be cancelled from your profile at any time, with no cancellation fee. There is no per-seat pricing, no assets-under-management fee, and no tier gated behind a sales call.
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Budgeting/Forecasting
- Data Import/Export
- Data Visualisation
- Financial Analysis
- Financial Reporting

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Financial Management Software](https://www.capterra.co.uk/directory/31136/financial-management/software)

## Alternatives

1. [Longview Tax](https://www.capterra.co.uk/software/1128/longview-tax) — 4.6/5 (8 reviews)
2. [Epicor Prophet 21](https://www.capterra.co.uk/software/1069364/Epicor-Prophet-21) — 3.9/5 (90 reviews)
3. [Company Watch](https://www.capterra.co.uk/software/1059554/company-watch) — 4.8/5 (24 reviews)
4. [PayPal](https://www.capterra.co.uk/software/179251/paypal) — 4.6/5 (26693 reviews)
5. [QuickBooks Online](https://www.capterra.co.uk/software/141374/quickbooks-online) — 4.3/5 (8547 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1241215/Lodestar-Wealth)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10185797/Lodestar-Wealth/> |
| en-AE | <https://www.capterra.ae/software/1241215/Lodestar-Wealth> |
| en-AU | <https://www.capterra.com.au/software/1241215/Lodestar-Wealth> |
| en-CA | <https://www.capterra.ca/software/1241215/Lodestar-Wealth> |
| en-GB | <https://www.capterra.co.uk/software/1241215/Lodestar-Wealth> |
| en-IE | <https://www.capterra.ie/software/1241215/Lodestar-Wealth> |
| en-IL | <https://www.capterra.co.il/software/1241215/Lodestar-Wealth> |
| en-IN | <https://www.capterra.in/software/1241215/Lodestar-Wealth> |
| en-NZ | <https://www.capterra.co.nz/software/1241215/Lodestar-Wealth> |
| en-SG | <https://www.capterra.com.sg/software/1241215/Lodestar-Wealth> |
| en-ZA | <https://www.capterra.co.za/software/1241215/Lodestar-Wealth> |

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