[ WealthC... Reviews ](https://www.g2.com/products/wealthconnect/reviews) [ WealthC... Reviews ](https://www.g2.com/products/wealthconnect/reviews) # WealthConnect Pricing Overview [Editedit](https://my.g2.com/wealthconnect/pricings) [Claim your profile now](https://www.g2.com/products/wealthconnect/claim_requests/new) **WealthConnect has not provided pricing information for this product or service.** This is common practice for software sellers and service providers. Contact WealthConnect to obtain current pricing. Pricing information for WealthConnect is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase WealthConnect must be conducted with the seller. Show More [ ![Alchemer Feedback Platform](https://images.g2crowd.com/uploads/product/hd_favicon/6d9c235ecd85b33ed1fd60b11a54ad56/alchemer-feedback-platform.svg "Alchemer Feedback Platform") Sponsored Alchemer Feedback Platform 4.5/5 (196) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/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 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ ![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 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/wealthconnect/competitors/alternatives) ## WealthConnect 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) | ![Maximizer](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4dfaaa2c326bd36eafc4b7ebdf8cd0e1/maximizer.png) [Maximizer](https://www.g2.com/products/maximizer/reviews) ##### Core | $90.003 User Per Year | Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. - Advanced Contact Management - Lead & Opportunity Handling - Task Management - Microsoft Outlook Integration - 100% In-House Support - \*Billed annually with a 3-user minimum, 10,000 contacts, and 100Gb database size. [Show More](javascript:void(0);) | | ![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 | | ![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 | Various alternatives pricing & plans Pricing information for the above various WealthConnect 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. ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm) ##### Explore More [ Best expense management platform for growing companies ](https://www.g2.com/discussions/best-expense-management-platform-for-growing-companies)[ Leading CPaaS platforms for enterprise ](https://www.g2.com/discussions/leading-cpaas-platforms-for-enterprise)[ Top tools for creating responsive email templates ](https://www.g2.com/discussions/what-are-the-top-tools-for-creating-responsive-email-templates) [ What's the top ATS software for tech startups ](https://www.g2.com/discussions/what-s-the-top-ats-software-for-tech-startups)[ Best purchasing platforms for office supply management ](https://www.g2.com/discussions/best-purchasing-platforms-for-office-supply-management)[ Which solution supports both live and pre-recorded interviews? ](https://www.g2.com/discussions/which-solution-supports-both-live-and-pre-recorded-interviews) Show More [ Best expense management platform for growing companies ](https://www.g2.com/discussions/best-expense-management-platform-for-growing-companies)[ Leading CPaaS platforms for enterprise ](https://www.g2.com/discussions/leading-cpaas-platforms-for-enterprise)[ Top tools for creating responsive email templates ](https://www.g2.com/discussions/what-are-the-top-tools-for-creating-responsive-email-templates) [ What's the top ATS software for tech startups ](https://www.g2.com/discussions/what-s-the-top-ats-software-for-tech-startups)[ Best purchasing platforms for office supply management ](https://www.g2.com/discussions/best-purchasing-platforms-for-office-supply-management)[ Which solution supports both live and pre-recorded interviews? ](https://www.g2.com/discussions/which-solution-supports-both-live-and-pre-recorded-interviews)