Wealthbox overall score 6.4/10 from equal-weight CRM criteria. Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom quote.
Starting price
$59.00/user/month
Free plan
No
Free trial
Yes
Best for
Financial advisors and RIAs
SoftwareGlimpse review
6.4/10
Average
Official vendor demonstration of product surfaces. It supplements screenshots and editorial analysis — it is not independent SoftwareGlimpse testing.
This video is hosted on YouTube
This content is hosted by YouTube. The player loads only after you allow marketing cookies.
Official vendor tutorial
Product screenshots coming soon
We only publish verified captures from Wealthbox's product interface — never stock images, mockups, or teaching diagrams. Screenshots appear here once editorial review confirms them.
SoftwareGlimpse teaching diagrams grounded in product concepts — not vendor UI screenshots.
SoftwareGlimpse teaching placeholder for Wealthbox pipeline concepts.
Teaching asset path — not a fabricated vendor UI capture; generate/replace with approved teaching art.
https://www.wealthbox.com · Checked 2026-08-16
Wealthbox: Choose Wealthbox when advisor CRM workflows matter more than generalist sales CRM price. Scores reflect first-party research as of 2026-08-16 — not hands-on product testing.
Bottom line
Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom quote.
| Wealthbox(this review) | ACT! | Affinity | Agile CRM | Apptivo | |
|---|---|---|---|---|---|
| Starting price | $59.00/user/month | Custom quote | $166.67/user/month | $8.99/user/month | $15.00/user/month |
| Free plan | No | No | No | Yes | No |
| Free trial | Yes | Yes | No | No | Yes |
Pipeline management
Track deals through stages, keep ownership clear, and see where opportunities stall.
Explore use case →Contact management
Keep people, companies, and interaction history in one searchable system.
Explore use case →Reporting
Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
Explore use case →Account management
Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.
Explore use case →Customer follow-up
Never drop promised next steps — tasks, reminders, and history attached to the right record.
Explore use case →Wealthbox may not be the best fit if…
Setup, implementation, migration, plans, and worth-it walkthroughs for this product.
Interactive helpers use recommendation criteria — affiliate status never changes outcomes.
