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.
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
SoftwareGlimpse review
6.4/10
Average
- Ease of use7
- Pipeline management6
- Sales automation6
- Email capabilities7
- Reporting6
- Customization6
Wealthbox plans & pricing
Basic $59, Pro $75, Premier $99 per user/mo. Enterprise custom. Advisor CRM (first-party Aug 2026).
Most popular
Basic
$59.00
per user / month
- Small teams starting with core workflows
Premier
$99.00
per user / month
- Everything in Pro, plus:
- Premier buyers
Enterprise
Custom
Contact sales
- Everything in Premier, plus:
- Organizations needing custom commercial terms
Which Wealthbox plan do you need?
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Find my Wealthbox plan →Estimate team cost
Rough monthly and annual cost for Wealthbox based on list pricing. Confirm rates on the vendor site before buying.
- Monthly
- $295.00
- Annual
- $3,540.00
Wealthbox pricing compared
| Metric | 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 |