[ Wealthb... Reviews ](https://www.g2.com/products/wealthbox-crm/reviews) [ Wealthb... Reviews ](https://www.g2.com/products/wealthbox-crm/reviews) # Wealthbox CRM Pricing Overview [Editedit](https://my.g2.com/wealthbox-crm/pricings) Free Trial ## Wealthbox CRM Pricing Key Insights Last updated on May 13, 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**. Higher-tier plans are available via direct consultation with the vendor. Compare the Wealthbox CRM pricing table below to figure out the best fit for your needs. * * * 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 Show More Pro $75.00 Per Month Price is per user / month when billed annually - Includes All Basic Features - 3 Opportunity Pipelines - 5 GB File Storage - Wealthbox Mail - Workflow Outcomes - Workflow Milestones - API Access - Two-Way Email Sync - Broadcast Email - Email Templates and Themes - Email Open and Link Tracking Show More Premier $99.00 Per Month Price is per user / month when billed annually - Includes All Pro Features - 5 CRM Workspaces - 5 Opportunity Pipelines - 10 GB File Storage - Workflow Template Publishing - Charts & Graphs - Customizable Dashboards - Enterprise SSO (Add-On) Show More Enterprise Contact Us Customizable, Multi-Workspace - Includes All Premier Features - Unlimited CRM Workspaces - Unlimited Opportunity Pipelines - 20 GB File Storage - Enterprise SSO - Enterprise Implementation Program - On-Premise Exchange Sync - VPN Support for Exchange Sync - SFTP Account Reports & Backups - Priority Enterprise Support - Dedicated Account Manager Show More 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 Show More ## Wealthbox CRM Pricing FAQs Generated using AI Is Wealthbox CRM free, or does it offer a free trial? Wealthbox CRM does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. How much does Wealthbox CRM cost in 2026? According to G2 data, Wealthbox CRM pricing in 2026 starts at $59.00 and can reach $99.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Wealthbox's official pricing page for the most current details. Who is Wealthbox CRM pricing best suited for? 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. What are the key differences between the free and paid versions of Wealthbox CRM? 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. Is Wealthbox CRM considered good value for its pricing? 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)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi") Practifi 4.3/5(79) ](https://www.g2.com/products/practifi/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/wealthbox-crm/competitors/alternatives) ## Wealthbox CRM Alternatives Pricing The following is a quick overview of editions offered by other [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) | Product | Price | Features | | --- | --- | --- | | ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png)[Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) Agentforce Financial Services 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4a09e8f26a19b09a4ab75f827b679284/practifi.png)[Practifi](https://www.g2.com/products/practifi/reviews) 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg)[Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) 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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erich O.") EO 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. What problems is Wealthbox CRM solving and how is that benefiting you? Wealthbox is our one-stop shop for tracking activities related to our clients. It makes it easy to see where things stand in the process and what’s been done so far. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite OH 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. What problems is Wealthbox CRM solving and how is that benefiting you? Wealthbox CRM gives us a single place to put all client communication and track interactions easily, focusing on financial services. It understands the service side of a client relationship, helping us manage client relationships effectively. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite Wealthbox CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/redtail-technology-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1e435beb951fb541b315a35f76e62d60/advisorengine-crm.png "Product Avatar Image") AdvisorEngine CRM 4/5(26) [ Compare Now ](https://www.g2.com/compare/advisorengine-crm-vs-wealthbox-crm) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [Top tools for identifying high-purchase-probability accounts](https://www.g2.com/discussions/top-tools-for-identifying-high-purchase-probability-accounts)[What's the best sales intelligence platform for mid-market outbound teams that need unlimited lead access without per-export fees?](https://www.g2.com/discussions/what-s-the-best-sales-intelligence-platform-for-mid-market-outbound-teams-that-need-unlimited-lead-access-without-per-export-fees)[Best cloud-based CPQ software for business apps](https://www.g2.com/discussions/what-is-the-best-cloud-based-cpq-software-for-business-applications) [Which PHP IDE has the best customer support for SaaS companies under 50 people?](https://www.g2.com/discussions/which-php-ide-has-the-best-customer-support-for-saas-companies-under-50-people)[Best platforms for onboarding SaaS customers](https://www.g2.com/discussions/top-platforms-for-onboarding-saas-customers)[What sales gamification software actually drives outbound call activity for inside sales teams rather than just adding badges nobody cares about?](https://www.g2.com/discussions/what-sales-gamification-software-actually-drives-outbound-call-activity-for-inside-sales-teams-rather-than-just-adding-badges-nobody-cares-about) [Show MoreShow Less](javascript:void(0);)