This pricing page uses fixture research for pipeline demonstration. It remains noindex until live vendor pricing is verified.
Wealthbox pricing
Plans, verified list prices, and example seat costs for Wealthbox. Affiliate relationships do not change these figures.
Summary
Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom. Advisor CRM (first-party Aug 2026). Starting from roughly $59.00 / seat / month (list, before tax) when a calculable plan exists.
Pricing checked: August 2026. Shown from fixture research snapshots for pipeline demonstration — not claimed as live vendor pricing.
Plans
| Plan | List pricing | Billing | Example (10 users / mo eq.) |
|---|---|---|---|
| Basic | $59.00 / seat (monthly rate) | Monthly billing | $590.00 |
| Pro | $75.00 / seat (monthly rate) | Monthly billing | — |
| Premier | $99.00 / seat (monthly rate) | Monthly billing | — |
| Enterprise | Contact sales | Custom | Contact sales |
Example costs
Same engine as the CRM Cost Calculator. No required features applied — cheapest calculable plan when the feature–plan matrix is incomplete.
| Users | Status | Plan | Monthly eq. | Annual |
|---|---|---|---|---|
| 5 | partial | Basic | $295.00 | $3,540.00 |
| 10 | partial | Basic | $590.00 | $7,080.00 |
| 25 | partial | Basic | $1,475.00 | $17,700.00 |
| 50 | partial | Basic | $2,950.00 | $35,400.00 |
Not sure which plan?
Answer a few questions and find the lowest Wealthbox plan that meets your requirements — or estimate seat costs across CRMs.