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
Wealthbox vs top CRM
Detailed head-to-head comparisons to help you choose the right option.
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Wealthbox vs ACT!
Researched side-by-side comparison of ACT! and Wealthbox using SoftwareGlimpse CRM criteria, verified feature evidence, and 4 product UI screenshots across both products.
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
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Wealthbox vs Affinity
Researched side-by-side comparison of Affinity and Wealthbox using SoftwareGlimpse CRM criteria, verified feature evidence, and 4 product UI screenshots across both products.
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
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Wealthbox vs Agile CRM
Researched side-by-side comparison of Agile CRM and Wealthbox using SoftwareGlimpse CRM criteria, verified feature evidence, and 4 product UI screenshots across both products.
- CRM built for financial advisors to manage clients, tasks, and compliance-friendly workflows.
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Wealthbox vs Apptivo
All-in-one suite CRM; Lite from $15/user/mo annual through Ultimate $40, Enterprise custom.
- Features comparison
- Pricing & plans
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Wealthbox vs Attio
Modern, flexible CRM for startups and GTM teams with a data-model-first workspace and AI assistance.
- Features comparison
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Wealthbox vs Bitrix24
Free-tier all-in-one CRM and collaboration suite with organization-based paid cloud plans.
- Features comparison
- Pricing & plans
Compare key capabilities side-by-side
Verified pricing and capability signals only — no invented third-party ratings.
| Feature | Wealthbox | 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 |
Key takeaways
Financial advisors and RIAs
ACT! by Swiftpage — long-standing SMB CRM for contacts, calendars, and sales follow-up; pricing primarily contact-sales
CRM built for venture capital, private equity, and private capital relationship networks.
All-in-one CRM with a free tier (10 users) and Starter/Regular/Enterprise plans for sales, marketing, and service