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 tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.
Official vendor tutorial
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Official vendor tutorial
Source: Official Wealthbox
Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.
Set up Wealthbox for day-zero selling — pipeline, users, email sync, and the first logged activity — before optional marketplace apps.
Read guide
Plan a practical Wealthbox rollout — owners, stages, adoption checkpoints, and what to defer so the CRM becomes the system of record.
Read guide
Migrate into Wealthbox with a field map, pilot import, dual-run week, and validation — so history survives and sellers trust the new CRM.
Read guide
Choose your Wealthbox plan by mapping must-haves to qualifying tiers — not homepage “from” tiles — then estimate with the Cost Calculator.
Read guide
Decide if Wealthbox is worth it for your team — fit scenarios, tradeoffs, and when to keep looking — without invented ROI percentages.
Read guide