Lofty vs Xylo
A side-by-side look at pricing plans, free tiers, features, pros and cons, updated for 2026. Lofty starts at See pricing page and Xylo starts at $99/mo. Check both pricing pages for current plans.
At a glance
Best for
Pricing model
Starting price
Free plan
Made by
Based in
Rating
Key features
- Real estate CRM
- IDX websites
- AI Sales Assistant
- Marketing automation
- Transaction tracking
- Client interaction analysis
- Risk and opportunity signals
- Prioritized task list
- CRM and email sync
- Compliant texting
| Feature | Lofty | Xylo |
|---|---|---|
| Best for | Real estate CRM and websites with AI assistants for agents | Client intelligence platform for financial advisors |
| Category | Legal, finance & HR | Legal, finance & HR |
| Pricing model | Paid | Paid |
| Starting price | See pricing page | $99/mo |
| Free plan | No | No |
| Made by | Lofty | Xylo |
| Based in | United States | – |
| Rating | No ratings yet | No ratings yet |
| Key features |
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Pricing compared
Lofty starts at See pricing page and Xylo starts at $99/mo. Check both pricing pages for current plans.
Free plan
Cheapest paid plan
Top plan
Free trial
3 plans
Xylo Ramp
$99/mo
- Per full seat
- For advisors just getting started
Xylo Core
$149/mo
- Per full seat
- For solo advisors and teams
Xylo Enterprise
Custom
- For large organizations
- Configured to your needs
Prices in USD, checked Oct 28, 2026 or later. Plans change often, so confirm on each tool's site before you buy.
Pros and cons
Lofty
- All-in-one agent platform
- AI follows up on leads
- Good for teams and brokerages
- Expensive for solo agents
- Many features to learn
- Pricing not public
Xylo
- Turns client conversations into tasks
- Pulls from CRM, email and calls
- Public per-seat pricing
- Per-seat pricing adds up for teams
- Built specifically for financial advisors
- A demo is needed to see it
Which one should you choose?
Choose Lofty if you want:
- All-in-one agent platform
- AI follows up on leads
- Good for teams and brokerages
Watch out: expensive for solo agents.
Choose Xylo if you want:
- Turns client conversations into tasks
- Pulls from CRM, email and calls
- Public per-seat pricing
Watch out: per-seat pricing adds up for teams.
Lofty vs Xylo FAQ
What is the difference between Lofty and Xylo?
Lofty: Real estate CRM and websites with AI assistants for agents. Xylo: Client intelligence platform for financial advisors. Both are legal, finance & hr tools.
Is Lofty or Xylo cheaper?
Lofty starts at See pricing page and Xylo starts at $99/mo. Check both pricing pages for current plans.
Do Lofty and Xylo have free plans?
Lofty: No. Xylo: No.
Who makes Lofty?
Lofty is made by Lofty, based in United States.
Who makes Xylo?
Xylo is made by Xylo.
Which should I choose, Lofty or Xylo?
Choose Lofty if you value all-in-one agent platform and ai follows up on leads. Choose Xylo if you value turns client conversations into tasks and pulls from crm, email and calls.