Does Wealthbox have a free plan?

Wealthbox does not offer a free forever plan in this research pack.

Does Wealthbox offer a free trial?

Yes — a free trial is documented (vendor trial). Confirm live terms.

Financial advisors and RIAs Wealth management client relationship teams Firms needing advisor-oriented CRM workflows

No. This review is approved from first-party research extracts without hands-on product testing.

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

SoftwareGlimpse review

6.4/10

Average

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FAQ answers are based on verified research from official sources and are reviewed regularly for accuracy. Last updated: 2026-08-16.