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Wealthbox Review

CRM SOFTWARE

Wealthbox overall score 6.4/10 from equal-weight CRM criteria. Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom quote.

Last updated 2026-08-16Independent editorial review

  • Starting price

    $59.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Financial advisors and RIAs

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SoftwareGlimpse review

6.4/10

Average

  • Ease of use7
  • Pipeline management6
  • Sales automation6
  • Email capabilities7
  • Reporting6
  • Customization6
How we score →

Catalogue coverage

Official sources
4
Screenshots
2
Official videos
1
Feature claims
14
Pricing records
4
Last verified
16 Aug 2026

Evidence library

Primary sources and SoftwareGlimpse recommendations used for this product analysis.

21 items

Pricing source

  • Pricing source

    Primary sourceVerified

    Wealthbox Pricing

    Verified: 16 Aug 2026

    Open source ↗

Official documentation

  • Official documentation

    Primary sourceVerified

    Wealthbox

    Verified: 16 Aug 2026

    Open source ↗

Product research

  • Product research

    Primary sourceNeeds refresh

    Wealthbox Pricing (product research snapshot)

    Product research

    Verified: —

    Open source ↗

  • Product research

    Primary sourceNeeds refresh

    Wealthbox Product (product research snapshot)

    Product research

    Verified: —

    Open source ↗

Screenshot

  • Screenshot

    Primary sourceVerified

    SoftwareGlimpse teaching placeholder for Wealthbox pipeline concepts.

    Teaching asset path — not a fabricated vendor UI capture; generate/replace with approved teaching art.

    What this demonstrates

    • SoftwareGlimpse teaching placeholder for Wealthbox pipeline concepts.
    Wealthbox pipeline teaching visual

    Verified: 16 Aug 2026

    Open source ↗

  • Screenshot

    Primary sourceVerified

    SoftwareGlimpse teaching placeholder for Wealthbox overview.

    Teaching asset path — not a fabricated vendor UI capture; generate/replace with approved teaching art.

    What this demonstrates

    • SoftwareGlimpse teaching placeholder for Wealthbox overview.
    Wealthbox overview teaching visual

    Verified: 16 Aug 2026

    Open source ↗

Official tutorial

  • Official tutorial

    Primary sourceVerified

    How to Invite the Wealthbox AI Notetaker to a Virtual Meeting

    What it supports

    • Contact management

    What this demonstrates

    • Wealthbox AI Notetaker meeting invite workflow
    • Advisor CRM meeting capture as shown by Wealthbox

    Used to support

    • Contact management → feature availability

    This video is hosted on YouTube

    This content is hosted by YouTube. The player loads only after you allow marketing cookies.

    Official vendor tutorial

    How to Invite the Wealthbox AI Notetaker to a Virtual Meeting

    What this shows

    • Wealthbox AI Notetaker meeting invite workflow
    • Advisor CRM meeting capture as shown by Wealthbox

    Verified: 16 Aug 2026

    Open source ↗

Feature claim

  • Feature claim

    SoftwareGlimpse analysisVerified

    Contact management

    Availability: supported

    What it supports

    • Contact management

    Used to support

    • Contact management → supported

    Verified: —

Official product destinations

Vendor destinations used for research — separate from affiliate visit CTAs.

How we verify information

Learn about our methodology

Multiple source verification

Prefer first-party pricing and product pages over secondary summaries.

Regular monitoring

Domain checked-at timestamps drive freshness and refresh flags.

Expert analysis

Category methodology criteria structure editorial judgment.

Editorial independence

Affiliate links never change scores or ranking decisions.