Wealthbox review (2026): is it worth $65 a month per user?
CRM built for financial advisors and wealth management firms
Black Friday: is there a Wealthbox sale?
Wealthbox report card
Weak · out of 4.0 · graded Nov 12, 2026
Best for a CRM for independent financial advisors
Wealthbox is a CRM for advisors and RIA teams from $65 a user a month. Workflows, email sync and broadcast email start on Pro at $85, and the AI notetaker is a separate $49 a user.
Who Wealthbox is for
- Fits if you are an independent advisor or small RIA team
- Works for firms that want one CRM across several workspaces
Who Wealthbox is not for
- 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
Why Wealthbox gets a 1.8
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- DValue for money$65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25.
- DFree plan and trialA 14-day trial, but the page doesn't say whether a card is needed. No free plan.
- CFeaturesHouseholds, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier.
- CEase of useNo store rating on record. Workflows and integrations to set up.
- BPlatforms and integrationsWeb plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app.
What these grades rest on. Graded from this listing, whose facts were read from Wealthbox's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/wealthbox#review"><img src="https://toolgpa.com/badge/wealthbox.svg" alt="Wealthbox: 1.8 GPA on ToolGPA" width="196" height="56"></a>Where Wealthbox stands among CRM tools
Wealthbox's GPA of 1.8 is higher than 5 of the 72 other CRM tools we grade, and level with 11.
It stands best on platforms and integrations (B, above 10 of 72) and worst on value for money (D, above 0).
Its paid plans start at $65 a month for each person, against a middle price of $27.92 for the category: 54 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 35 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Wealthbox’s own letter is outlined.
- DValue for moneyAbove 0 of 72, level with 26
- DFree plan and trialAbove 12 of 72, level with 9
- CFeaturesAbove 1 of 72, level with 33
- CEase of useAbove 1 of 72, level with 59
- BPlatforms and integrationsAbove 10 of 72, level with 55
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
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
Keep Wealthbox, or make your own?
Keep it
To replace Wealthbox you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 56 of the 72 other CRM tools grade higher. It costs $780 a year.
What you could make
- Sales pipeline, tasks and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- A bot that joins your calls and turns the talk into notes.
- Connections that pull numbers from dozens of other services.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- What a company asks for before it lets staff use something: SOC 2.
What this rests on. Wealthbox’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Wealthbox?
Wealthbox is a CRM for financial advisors and the firms around them, with contact and household records, task and opportunity tracking, workflows, email sync and a calendar. It has a companion mobile app and says it is SOC 2 compliant. Wealthbox AI Agents are included on every plan, while the AI Notetaker and file storage Vault are paid add-ons.
Worth knowing
- 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
- 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.
Wealthbox pricing
As of Nov 12, 2026, Wealthbox is a paid product with a free trial, starting at $65 per user / month (billing basis not stated).
- Starts at
- $65 per user / month (billing basis not stated)
- Free plan
- None
- Free trial
- 14-day free trial
| Plan | Price | What you get |
|---|---|---|
| Basic | $65per user / month, billing basis not stated | Contact and household management, tasks, 1 opportunity pipeline, calendar and meetings, 2 GB file storage. |
| Pro | $85per user / month, billing basis not stated | Everything in Basic, plus workflows and automations, two-way email sync, broadcast email and 3 opportunity pipelines. |
| Premier | $119per user / month, billing basis not stated | Everything in Pro, plus customizable dashboards and homepages, workflow template sharing and 5 workspaces. |
| Enterprise | Custom | Everything in Premier, plus enterprise SSO, unlimited workspaces, a dedicated account manager and priority support. |
Read from wealthbox.com on Nov 12, 2026. Prices change, so confirm with Wealthbox before you buy.
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Common questions
Does Wealthbox have a Windows app?
No Windows app was listed when its pages were read on Nov 12, 2026. Wealthbox is listed for Web, iOS and Android.
Does Wealthbox have a macOS app?
No macOS app was listed when its pages were read on Nov 12, 2026. Wealthbox is listed for Web, iOS and Android.
Is Wealthbox open source?
Wealthbox is not described as open source on its own site, as read on Nov 12, 2026.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.