Wealthbox CRM Pricing Overview

Free Trial

Wealthbox CRM Pricing Key Insights

Last updated on Apr 09, 2026

Wealthbox CRM offers 4 pricing editions, starting at $59. Wealthbox CRM pricing tiers are designed to support different usage levels and team sizes. Wealthbox CRM also offers a free trial. Compare the Wealthbox CRM pricing table below to figure out the best fit for your needs. Some plans may require you to contact Wealthbox for custom pricing.

Basic — $59 / Per Month

Pro — $75 / Per Month

Premier — $99 / Per Month

Enterprise — Contact Us

Rated 4.6 / 5

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

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.

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

Wealthbox CRM Pricing FAQs

Generated using AI

Based on G2 reviewer data, Wealthbox CRM's pricing is best suited for small financial advisory firms and independent RIAs. The overwhelming majority of G2 reviewers identify as small businesses in financial services or investment management, and many praise Wealthbox CRM for being purpose-built for financial advisors without unnecessary complexity. The Basic and Pro tiers appeal to solo practitioners and small teams seeking compliance tools, workflow management, and integrations at a manageable cost. Wealthbox CRM's Premier and Enterprise tiers better serve growing firms needing multiple workspaces, customizable dashboards, and enterprise SSO. G2 reviewers switching from Redtail or Salesforce frequently cite Wealthbox CRM as a more intuitive and cost-effective alternative.

Wealthbox CRM does not offer a permanent free version, but G2's pricing data for Wealthbox CRM confirms a free trial is available for evaluation. The entry-level Basic plan at $59.00 per user per month includes core CRM functionality such as contact management, task management, workflows, and compliance tools. Upgrading to Wealthbox CRM's Pro tier at $75.00 per user per month unlocks two-way email sync, broadcast email, email templates, and API access. G2 reviewers specifically cite email syncing as a key driver for upgrading, with one user noting reluctance to pay for the Pro plan just for that single feature.

G2 reviewers of Wealthbox CRM broadly consider it good value, particularly for small financial advisory firms. Multiple G2 users highlight that Wealthbox CRM delivers strong functionality at a more palatable price point compared to alternatives like Salesforce, with one reviewer noting it solves the problem of overpaying for generic CRMs. Several G2 reviewers describe the cost as reasonable or acceptable for what is offered. However, some users flag that key features like email syncing and advanced reporting require upgrading to higher tiers, with one G2 reviewer specifically noting the price jump between tiers is significant, making it less accessible for budget-constrained smaller businesses.

Top-Rated Alternatives

Agentforce Financial Services (formerly 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

Agentforce Financial Services (formerly 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
Practifi Additional User Subscription	$120.00Per Month	Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term. Free upgrades Knowledgebase Access Technical configuration & ongoing training Annual health check
Redtail Technology Enterprise	Contact Us	Customizable plans with endless options available! Minimum license commitment is required. Customize Your Plan

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

(2)

Erich O.

Owner

Small-Business (50 or fewer emp.)

3/10/2026

"Wealthbox Keeps Business Flowing with Powerful Workflows and Integrations"

4.5/5

What do you like best about Wealthbox CRM?

Wealthbox is a great CRM for keeping my business running smoothly, thanks to its workflow capabilities and integrations that help keep everything moving. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

Many features are inaccessible unless you upgrade your plan, and the price jump is significant. I wish they offered more flexible, lower-cost feature upgrades so smaller businesses could access what they need at more reasonable price point. Review collected by and hosted on G2.com.

Owen H.

Equity Research Analyst

Small-Business (50 or fewer emp.)

4/28/2026

"Good CRM for Financial Advisors"

4/5

What do you like best about Wealthbox CRM?

I like that Wealthbox CRM provides a single place to put all client and prospect communication and tracks client interactions. Much better than prior CRMs we tried on the service side of the business. Setup was pretty easy and we were able to tie it into some other systems through native connectors to easily move data between platforms. Review collected by and hosted on G2.com.

What do you dislike about Wealthbox CRM?

The UI doesn't feel particularly modern, and it's very click-heavy with no shortcuts for quick navigation. I'd love to have more shortcuts available so that I don't have to click around the page as much. It seem roughly fairly priced for what you get today. Review collected by and hosted on G2.com.