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Alternatives · CRM

Wealthbox alternatives

As of Nov 12, 2026, the highest-graded Wealthbox alternative is Nutshell (2.4 GPA). The best free one is Capsule CRM (2.2 GPA). The catch, in its listing's words: "Free plan for up to 2 users."

Wealthbox compared with 6 alternatives: Redtail CRM, Maximizer CRM, Nutshell, Capsule CRM, Less Annoying CRM and 1 more.

Wealthbox is a paid product with a free trial, starting at $65 per user / month (billing basis not stated). 1 of the 6 alternatives is free or has a free plan. 3 more offer a free trial.

Listings checked up to Nov 12, 2026 · Where the facts come from

Black Friday: is there a Wealthbox sale?

At a glance

ToolPriceFree planRuns on
WealthboxThis toolFree trial · from $65/moTrial onlyWeb, iOS, Android
Redtail CRMFree trial · from $39/moTrial onlyWeb
Maximizer CRMFrom $65/moNoWeb
NutshellFree trial · from $13/moTrial onlyWeb, iOS, Android
Capsule CRMFree plan · from $18/moYesWeb, iOS, Android
Less Annoying CRMFree trial · from $15/moTrial onlyWeb
PractifiFrom $135/moNoWeb

Price against what you get

Wealthbox starts at $65 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. 2 of the 6 alternatives on this chart score higher and start lower: Nutshell and Less Annoying CRM.

Redtail CRM and Capsule CRM start lower without scoring higher.

Features, ease of use and platforms, averaged

C2.0B3.0A4.0$1$2$5$10$20$50$100$200$500More for lessCosts more, scores moreCosts less, scores lessCosts more, scores lessWealthboxRedtail CRMMaximizer CRMNutshellCapsule CRMLess Annoying CRMPractifi

What paid plans start at, a month (each step along is roughly double) →

  • The best score at each price
  • Has a free plan
  • No free plan
The full chart of CRM tools, and the best at every price

How each one differs from Wealthbox

  1. Redtail CRM

    CRM for financial advisors, with compliant texting and imaging

    • Redtail CRM starts at $39 per user / month, billed yearly ($45 billed monthly).
    • Redtail CRM lists no iOS and Android apps, which Wealthbox has.
    • Redtail CRM also covers calendar, documents and business texting.
    • Redtail CRM does not cover meeting notes, tasks and dashboards, which Wealthbox does.

    Suits: Solo advisors and small advisory practices

    Redtail CRM vs WealthboxRedtail CRM pricing and details

  2. Maximizer CRM

    Customizable CRM that works from Outlook, with a finance edition

    • Maximizer CRM starts at $65 per user / month (billing basis not stated).
    • Maximizer CRM lists no iOS and Android apps, which Wealthbox has.
    • Maximizer CRM is self-hostable, according to its own site.
    • Maximizer CRM also covers email campaigns.
    • Maximizer CRM does not cover meeting notes and tasks, which Wealthbox does.

    Suits: Teams that spend their day in Outlook and Microsoft 365

    Maximizer CRM vs WealthboxMaximizer CRM pricing and details

  3. Nutshell

    Sales CRM with email marketing, forms and AI built into every plan

    • Nutshell starts at $13 per user / month, billed annually ($19 billed monthly).
    • Nutshell also covers booking links and forms.
    • Nutshell does not cover meeting notes, tasks and dashboards, which Wealthbox does.

    Suits: Small sales teams that want a low per-user entry price

    Nutshell vs WealthboxNutshell pricing and details

  4. Capsule CRM

    Small-business CRM for contacts, sales pipelines and projects

    • Capsule CRM starts at $18 per user / month, billed annually ($22 billed monthly).
    • Capsule CRM has a free plan, which Wealthbox lacks.
    • Capsule CRM also covers kanban boards.
    • Capsule CRM does not cover meeting notes and dashboards, which Wealthbox does.

    Suits: Solo users and pairs who want a free CRM for up to 250 contacts

    Capsule CRM vs WealthboxCapsule CRM pricing and details

  5. Less Annoying CRM

    Simple CRM for small businesses at one flat per-user price

    • Less Annoying CRM starts at $15 per user / month, plus applicable tax.
    • Less Annoying CRM lists no iOS and Android apps, which Wealthbox has.
    • Less Annoying CRM also covers calendar and forms.
    • Less Annoying CRM does not cover meeting notes, workflow automation and dashboards, which Wealthbox does.

    Suits: Solo users and small teams moving off spreadsheets

    Less Annoying CRM vs WealthboxLess Annoying CRM pricing and details

  6. Practifi

    CRM for wealth management firms, in AI-first or configurable form

    • Practifi starts at $135 per user / month (Naya, tiered by firm size and configuration).
    • Practifi lists no iOS and Android apps, which Wealthbox has.
    • Practifi also covers AI agents.
    • Practifi does not cover tasks and dashboards, which Wealthbox does.

    Suits: RIA and wealth management firms that want a CRM shaped around advisory workflows

    Practifi vs WealthboxPractifi pricing and details

Limits worth knowing in Wealthbox

  • The pricing page does not say whether per-user prices are billed monthly or annually.
  • The AI Notetaker costs $49 per user a month and the Vault file storage add-on $29 per user a month, on top of any plan.
  • Workflows, email sync and broadcast email need Pro; dashboards need Premier.
  • File storage is capped by plan, from 2 GB on Basic to 20 GB on Enterprise.
Wealthbox pricing and details

Common questions

What are the alternatives to Wealthbox?

The alternatives to Wealthbox in this directory are Redtail CRM, Maximizer CRM, Nutshell, Capsule CRM, Less Annoying CRM and Practifi. Each one has a side-by-side comparison with Wealthbox.

Is there a free alternative to Wealthbox?

Yes. Capsule CRM has a free plan alongside paid ones.

When were these prices checked?

Each listing shows its own date. On this page they run from Oct 5, 2026 to Nov 12, 2026. Vendors change prices without notice, so confirm on their site before you buy.

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