WealthNX AI Pricing Overview

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Free Trial

WealthNX AI Pricing Key Insights

Last updated on Apr 09, 2026

WealthNX AI offers 2 pricing editions, starting from $12.99 to $22.99. WealthNX AI pricing tiers are designed to support different usage levels and team sizes. WealthNX AI also offers a free trial. Compare the WealthNX AI pricing table below to figure out the best fit for your needs. Some plans may require you to contact WealthNX AI for custom pricing.

Basic — $12.99 / per_user Per Year
Plus — $22.99 / per_user Per Year

*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
$12.99
per_user Per Year

Connect Account with Plaid Detect Money Leaks Wealth Genie AI Core Investment Insights Core Accountant Assistant ✓ Build Mode ✓ Crypto Assistant Limited Stock Assistant Limited Premium Market Sources Limited Priority Support Notifications & Alerts Basic AI Models Basic Credits 4,000

Plus
$22.99
per_user Per Year

Connect Account with Plaid Detect Money Leaks Wealth Genie AI Advanced Investment Insights Advanced Accountant Assistant ✓ Build Mode Crypto Assistant Stock Assistant Premium Market Sources Priority Support Notifications & Alerts Advanced AI Models Advanced Credits 10,000

Top-Rated Alternatives

GReminders
GReminders
4.6/5(764)
Zocks
Zocks
4.7/5(679)
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud
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WealthNX AI Alternatives Pricing

The following is a quick overview of editions offered by other AI Assistants for Financial Services

Product Price Features
GReminders
GReminders
Basic
 FreePer Month
Best for Simple Automated Scheduling and Email Reminders.
  • 160 Email Reminders per Month
  • 1 Connected Calendar
  • 1 Event Type
  • Schedule Unlimited Events
Zocks
Zocks
Essentials
 Starting at $67.001 User Per Month
Capture notes without recordings & free up time to focus on clients
  • Meeting preparation
  • AI Note-taking
  • CRM integration
  • Financial planning integration
  • Portfolio management integration
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud
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

Free Trial
Pricing information for the above various WealthNX AI 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.
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