Wealthbox CRM Pricing Overview

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.

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.

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.