Maximizer CRM vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Wealthbox grades higher than Maximizer CRM: 1.8 against 1.6 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Wealthbox grades higher on the free plan. They get the same grade on value for money, features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Maximizer CRM
Customizable CRM that works from Outlook, with a finance edition
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Maximizer CRM if
- Fits if your team lives in Outlook and Microsoft 365
- Makes sense if you need the CRM installed on your own servers
Look elsewhere if
- Pricey if you are one person: Core is $65 a user and the pipeline needs $79
- Skip it if you want automation or AI, because both start on Business + at $89
- Watch out: billing basis isn't stated, and Enterprise and On-Premise have no published price
- Not for you if you want to try before talking to sales, as no trial is listed
Pick Wealthbox if
- Fits if you are an independent advisor or small RIA team
- Works for firms that want one CRM across several workspaces
Look elsewhere if
- Pricey if you want automation, as workflows start on Pro at $85 a user
- Watch out: the AI Notetaker is $49 a user and Vault storage $29 a user, on top of any plan
- Tight if you store files, with 2 GB on Basic and 20 GB at most
- Watch out: the page doesn't say whether prices are billed monthly or annually
How we grade them
| 1.6GPAMaximizer CRMWeak | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | D$65 a user for Core, and the pipeline views start at $79 and the workflows and AI at $89, against a category middle of $25. | D$65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25. |
| Free plan and trial | FNo free plan and no trial; the pricing page points to a demo. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | CContacts, pipeline, forecasting and workflows. AI insights and automation need Business +, and investment data for advisers is still listed as coming soon. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | CNo store rating on record. Adding Outlook, dashboards and workflows takes setup. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | BWeb, Microsoft Outlook and Microsoft 365, a mobile access feature, and an on-premise version. The list of integrations is short. | BWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. |
| Best for | a CRM that works from inside Outlook | a CRM for independent financial advisors |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Maximizer CRM and Wealthbox. How we grade
Price against what you get
Maximizer CRM starts at $65 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. Wealthbox starts at $65 a month for each person and scores 2.3.
On this chart the two sit in the same place: the same score for the same starting price. Of the other CRM tools on the chart, 35 score higher than Maximizer CRM for less, and 35 score higher than Wealthbox for less.
Features, ease of use and platforms, averaged
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
Where they differ
- Maximizer CRM is self-hostable, according to its own site.
- Maximizer CRM also covers email campaigns.
- Wealthbox also covers meeting notes and tasks.
At a glance
| Maximizer CRM | Wealthbox | |
|---|---|---|
| Pricing | Paid | Free trial |
| Starts at | $65 per user / month (billing basis not stated) | $65 per user / month (billing basis not stated) |
| Free plan | None | None |
| Free trial | None listed | 14-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Maximizer Services Inc. | Wealthbox, LLC |
| Price read from | maximizer.com | wealthbox.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Maximizer CRM
- The pricing page does not say whether the per-user prices are billed monthly or annually, and no trial is listed; it points to a demo.
- AI insights and workflow automation start on the Plus plans; Core has neither.
- Enterprise and On-Premise have no published price and are sold through sales.
- Investment and insurance data beside each client is listed as coming soon on the top financial services plan.
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.
Key features
Maximizer CRM
- Work from Outlook
- Emails and appointments sync to Maximizer from the inbox, and the Core plan includes working directly from Outlook.
- Pipeline and forecasting
- Business adds opportunities on kanban boards, a pipeline and forecast view and activity targets for reps and teams.
- AI insights
- The Plus plans add AI that flags deals needing attention, coaches deals, prepares meetings and summarizes calls, emails and notes.
- Financial services edition
- A separate plan set shows a whole book of business, family connections and client investments, and states audit logs and Canadian hosting.
- Workflows and email campaigns
- Automated workflows start on the Plus plans. The plan comparison also lists email campaigns, customer service cases and action plans.
- On-premise option
- The same CRM can run on the customer's own infrastructure, with control over when updates happen.
Wealthbox
- Contacts and households
- Contact and household records with segmentation tags, contact roles and groups, kept in an activity stream the whole team can see.
- Opportunity pipelines
- Opportunities on kanban boards: 1 pipeline on Basic, 3 on Pro, 5 on Premier and unlimited on Enterprise.
- Workflows
- Automated workflows start on Pro, with milestones and outcomes. Template sharing is added on Premier.
- AI Agents
- The vendor says it offers 24 pre-built agents, or users can build their own, included on every plan.
- Email and calendar sync
- Two-way email sync starts on Pro. The comparison also lists two-way calendar sync and a Chrome extension for Gmail.
- Reporting and dashboards
- Reports, charts and customizable dashboards, with custom homepages on Premier.
Plans
Maximizer CRM
Core$65
per user / month, billing basis not stated
Contacts, tasks and reminders, interaction tracking, mobile access and working from Outlook.
Business$79
per user / month, billing basis not stated
Everything in Core, plus opportunities on kanban boards, pipeline and forecast views, custom dashboards and activity targets.
Business +$89
per user / month, billing basis not stated
Everything in Business, plus AI insights on deals, deal coaching and meeting prep, automated workflows and AI playbooks.
EnterpriseCustom
Custom solution development, a dedicated professional services team and an enterprise SLA. Sold through sales.
On-PremiseCustom
The same CRM deployed on the customer's own servers. Price on request; sold through sales.
Wealthbox
Basic$65
per user / month, billing basis not stated
Contact and household management, tasks, 1 opportunity pipeline, calendar and meetings, 2 GB file storage.
Pro$85
per user / month, billing basis not stated
Everything in Basic, plus workflows and automations, two-way email sync, broadcast email and 3 opportunity pipelines.
Premier$119
per user / month, billing basis not stated
Everything in Pro, plus customizable dashboards and homepages, workflow template sharing and 5 workspaces.
EnterpriseCustom
Everything in Premier, plus enterprise SSO, unlimited workspaces, a dedicated account manager and priority support.
Common questions
Which is cheaper, Maximizer CRM or Wealthbox?
As of Nov 12, 2026, they start at the same price. Maximizer CRM starts at $65 per user / month (billing basis not stated), and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Maximizer CRM or Wealthbox?
As of Nov 12, 2026, neither Maximizer CRM nor Wealthbox has a free plan. Wealthbox has a free trial.
Which platforms do Maximizer CRM and Wealthbox run on?
As of Nov 12, 2026, only Wealthbox lists iOS and Android apps. Both list a web app. A platform missing from a listing is one its maker's pages did not mention.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.