Redtail CRM vs Wealthbox (2026): which should you pick?
As of Nov 12, 2026, Redtail CRM grades higher than Wealthbox: 2.0 against 1.8 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Redtail CRM grades higher on value for money. They get the same grade on the free plan, features, ease of use and platforms.
Price, platforms and features side by side. The table says where each price was read and when.
Redtail CRM
CRM for financial advisors, with compliant texting and imaging
Wealthbox
CRM built for financial advisors and wealth management firms
Which one is for you
Pick Redtail CRM if
- Fits if you are a solo advisor or small advisory practice
- Works for firms that must archive client notes, email and texts
Look elsewhere if
- Tight if you grow past 5 users, as Launch caps there
- Skip it if you want workflows or texting on the cheaper plan, because both start on Growth at $59
- Watch out: compliant texting depends on broker-dealer approval
- Watch out: Enterprise has no published price and needs a minimum licence commitment
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
| 2.0GPARedtail CRMFair | 1.8GPAWealthboxWeak | |
|---|---|---|
| Value for money | C$39 a user billed yearly ($45 monthly) on Launch and $59 on Growth, where the workflows are. | D$65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25. |
| Free plan and trial | DA 30-day trial of Growth for new users, with no word on a card. No free plan. | DA 14-day trial, but the page doesn't say whether a card is needed. No free plan. |
| Features | CContacts, accounts, pipeline, reporting and a mobile app. Workflows, imaging and Speak need Growth. | CHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. |
| Ease of use | CNo store rating on record. Workflows and integrations to set up. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | BWeb and a mobile app, with Orion, Schwab, eMoney, Fidelity, Envestnet and Zapier connections. | BWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. |
| Best for | a CRM for solo advisors and small advisory firms | 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: Redtail CRM and Wealthbox. How we grade
Price against what you get
Redtail CRM starts at $39 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 Redtail CRM starts $26 a month lower. Of the other CRM tools on the chart, 30 score higher than Redtail 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
- Redtail CRM also covers calendar, documents and business texting.
- Wealthbox also covers meeting notes, tasks and dashboards.
At a glance
| Redtail CRM | Wealthbox | |
|---|---|---|
| Pricing | Free trial | Free trial |
| Starts at | $39 per user / month, billed yearly ($45 billed monthly) | $65 per user / month (billing basis not stated) |
| Free plan | None | None |
| Free trial | 30-day free trial of the Growth plan, for new users only | 14-day free trial |
| Web | ||
| iOS | ||
| Android | ||
| Made by | Redtail Technology | Wealthbox, LLC |
| Price read from | redtailtechnology.com | wealthbox.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
Redtail CRM
- Launch is limited to 5 users and has no workflows, imaging or texting; those start on Growth.
- Compliant texting is subject to broker-dealer approval.
- Enterprise has no published price and needs a minimum license commitment.
- The 30-day trial covers the Growth plan and is for new users only.
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
Redtail CRM
- Contacts and accounts
- Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists.
- Workflows and automation
- Process workflows, automation triggers and templates are listed from the Growth plan.
- Sales pipeline tracker
- A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports.
- Redtail Imaging
- CRM-integrated document management with audit trails, indexes for searching files and 200 GB of storage, included in Growth.
- Redtail Speak
- Archived, searchable texting for advisors, with scheduling, bulk texting and an AI assistant. The page says it is subject to broker-dealer approval.
- Integrations and mobile app
- The vendor lists more than 100 integrations with advisor tools, plus a secure mobile app on both plans.
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
Redtail CRM
Launch$39
per user / month, billed yearly ($45 billed monthly)
Maximum of 5 users. Contact and account management, reporting, segmentation, mobile app and integrations.
Growth$59
per user / month, billed yearly ($65 billed monthly)
Unlimited users. Everything in Launch plus Imaging and Speak, process workflows, automation triggers, permissions and document storage.
EnterpriseCustom
Customizable plans for larger teams and advisor networks, with a minimum license commitment. 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.
Ways to pay less
Redtail CRM
- Annual discount
Save with yearly billing
Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65.
Wealthbox
No public discounts listed.
Common questions
Which is cheaper, Redtail CRM or Wealthbox?
As of Nov 12, 2026, Redtail CRM is cheaper to start with: $39 a month for each person, against $65 a month for each person for Wealthbox. Redtail CRM starts at $39 per user / month, billed yearly ($45 billed monthly), and Wealthbox starts at $65 per user / month (billing basis not stated).
Which has a free plan, Redtail CRM or Wealthbox?
As of Nov 12, 2026, neither Redtail CRM nor Wealthbox has a free plan. Both have a free trial.
Which platforms do Redtail 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.