Practifi vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Wealthbox grades higher than Practifi: 1.8 against 1.6 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Practifi grades higher on features. Wealthbox grades higher on the free plan and platforms. They get the same grade on value for money and ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Practifi
CRM for wealth management firms, in AI-first or configurable form
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Practifi if
- Fits if you run an RIA or wealth management firm
- Makes sense if you want a notetaker and AI briefings bundled into the licence
Look elsewhere if
- Pricey if you are a small practice: $135 a user is the entry point and it depends on firm size
- Watch out: Sentir's $195 is launch pricing for contracts signed by 31 December 2026, then $245
- Watch out: Protect, Promote, Portals and Sandbox are priced separately
- Not for you if you want a general sales CRM, a free trial or self-serve sign-up
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
| 1.6GPAPractifiWeak | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | DNaya starts at $135 a user and Sentir at $195, rising to $245. The category's dearest tenth starts at $99. | 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; both products are sold through sales. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | BA wealth management data model, workflows, pipelines, compliance records and AI briefings. Nothing in the listing is missing for advisory firms. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | CNo store rating on record. Configured per firm, with workflows to set up. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | CWeb only, and the listing names no integrations. | BWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. |
| Best for | a wealth management CRM, bought through sales | 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: Practifi and Wealthbox. How we grade
Price against what you get
Practifi starts at $135 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.
They score the same, and Wealthbox starts $70 a month lower. Of the other CRM tools on the chart, 39 score higher than Practifi 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
- Practifi also covers AI agents.
- Wealthbox also covers tasks and dashboards.
At a glance
| Practifi | Wealthbox | |
|---|---|---|
| Pricing | Paid | Free trial |
| Starts at | $135 per user / month (Naya, tiered by firm size and configuration) | $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 | Practifi | Wealthbox, LLC |
| Price read from | practifi.com | wealthbox.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Practifi
- No self-serve sign-up or free trial is shown; both products are bought by talking to sales.
- Naya's $135 is a starting price that depends on firm size and configuration, and add-ons such as Protect, Promote, Portals and Sandbox are priced separately.
- Sentir's $195 is launch pricing for contracts signed by December 31, 2026; the page lists $245 per user per month after that.
- Built for wealth management; it is not a general-purpose sales CRM.
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
Practifi
- Wealth-management data model
- Client records cover households, entities and relationships, with role-specific views for advisors, operations and leadership.
- Workflow engine
- Naya includes pre-built workflows for account openings and annual client reviews, which firms can configure.
- Pipeline and centers of influence
- A pipeline built for advisory firms, plus tracking of referral sources with attribution.
- AI briefings and agents
- Sentir writes briefings on each client record, runs AI agents by domain and says every output is cited and logged.
- AI notetaker and meeting prep
- Sentir includes a notetaker for virtual and in-person meetings with unlimited transcripts and prep notes drafted from a firm template.
- Compliance records
- Emails, documents, meetings and notes are kept in one auditable record per client.
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
Practifi
Naya$135
per user / month, starting price
Configurable CRM with workflows, pipeline tracking, compliance records, reporting and open API. Priced by firm size and configuration; add-ons cost extra. Sold through sales.
Sentir$195
per user / month, launch pricing for contracts signed by Dec. 31, 2026
AI-native CRM with agents, briefings, a notetaker, projects and MCP access in one price. Rises to $245 after launch pricing. 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, Practifi or Wealthbox?
As of Nov 12, 2026, Wealthbox is cheaper to start with: $65 a month for each person, against $135 a month for each person for Practifi. Practifi starts at $135 per user / month (Naya, tiered by firm size and configuration), and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Practifi or Wealthbox?
As of Nov 12, 2026, neither Practifi nor Wealthbox has a free plan. Wealthbox has a free trial.
Which platforms do Practifi 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.