Wealthbox CRM Pricing Overview

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Free Trial

Basic

$59.00

Per Month

Price is per user / month when billed annually

Contacts

1 CRM Workspace

1 Opportunity Pipeline

2 GB File Storage

Customizable Groups

Contact & Household Management

Contact Segmentation Tags

Task Management

Opportunity Management

Calendar

Workflows

Projects

Reports

Custom Fields

Activity Stream

Coworker Notifications

Administrative Controls

Mobile App Companion

Partner App Integrations

Compliant Note Archiving

Permissions & Visibility

Bank-Level Security

Session Timeout

2-Factor Authentication

SOC 2 Compliant

Customer Support Help Desk

Live Help

Data Portability

CRM Migration Assistance

Video Tutorial Library

Knowledge Base Q&A

Two-Way Calendar Sync

Chrome Extension for Gmail

Bcc Email Forwarding

Pro

$75.00

Per Month

Price is per user / month when billed annually

Premier

$99.00

Per Month

Price is per user / month when billed annually

Enterprise

Customizable, Multi-Workspace

Wealthbox offers a free 14-day trial of all features. Subscriptions include both annual and monthly pricing options. Contact us to learn more about Enterprise packages.

Wealthbox CRM has 4 pricing editions. A free trial of Wealthbox CRM is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Wealthbox CRM is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Wealthbox CRM must be conducted with the seller.

Pricing information was last updated on October 09, 2024

Top-Rated Alternatives

Salesforce Financial Services Cloud

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Wealthbox CRM Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Salesforce Financial Services Cloud Financial Services Cloud Service Enterprise	$325.001 user Per Month	The financial services CRM for service with built-in AI. Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation Easy-to-Use CSR Console for Single Pane of Glass Service Process Studio for Low-Code Customization
Redtail Technology Enterprise	Contact Us	Customizable plans with endless options available! Minimum license commitment is required. Customize Your Plan
AdvisorEngine CRM AdvisorEngine CRM	$65.00Per Month	Price is per user / month. Billed Annually. ✔ Complimentary training ✔ Industry's Best Technical Support ✔ 98% Customer Satisfaction Rating Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost Capture important client demographic and financial information in one place Manage workflow to ensure tasks are communicated and completed Readily track your firm's efficiency Capture client documents and financial data from our strategic partners Access client data more easily through key integrations Show More

Various alternatives pricing & plans

Free Trial

Pricing information for the above various Wealthbox CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Wealthbox CRM Pricing Reviews

(1)

Phil B.

Wealth Manager, Partner

Small-Business (50 or fewer emp.)

2/21/2025

"Wealthbox exceeds expectations as a CRM software program"

5/5

What do you like best about Wealthbox CRM?

Wealthbox continues to innovate its software program, adapting to the needs of the financial services industry it serves. In addition, multiple software programs integrate seamlessly with Wealthbox, making the value of this CRM exponentially greater than it would be without these partnerships. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

It sometimes seems that Wealthbox tries to be all things to all people. What I mean by that is that by adding Innovations and software upgrades, sometimes the main focus of Wealthbox's value gets diluted in chasing shiny things that might not make sense for Wealthbox to have incorporated or detract from its initial direction. Review collected by and hosted on G2.com.