Wealthbox Review
CRM SOFTWAREWealthbox 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
- Ease of use7
- Pipeline management6
- Sales automation6
- Email capabilities7
- Reporting6
- Customization6
Best Wealthbox alternatives
Alternatives are drawn from the product graph and editorial comparisons — not paid placements.
Salesforce
Enterprise CRM platform for sales, service, marketing, and customer data across large and mid-market teams.
Pricing coverage pending
HubSpot
CRM platform with free core CRM plus Sales, Marketing, Service, and Content Hubs for growing teams.
Pricing coverage pending
Cloze
Relationship/real-estate CRM; Pro $17 through Platinum $42/user/mo annual with 14-day trial.
Pricing coverage pending
Nutshell
Small-business CRM with pipelines, marketing add-ons, and AI assistance on a clear per-user ladder.
Pricing coverage pending
Alternatives comparison at a glance
| Product | Starting price | Free plan | Free trial |
|---|---|---|---|
| Wealthbox | $59.00/user/month | No | Yes |
| Salesforce | — | No | No |
| HubSpot | — | No | No |
| Cloze | — | No | No |
| Nutshell | — | No | No |
How we choose alternatives
Based on our recommendations
Alternatives come from product relationships and documented capability overlap.
Focused on your needs
We highlight when another tool fits a different workflow better.
Independently evaluated
Affiliate relationships never decide who appears here.