# Wealthbox review (2026): is it worth $65 a month per user? > CRM built for financial advisors and wealth management firms Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. 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. - **Category:** CRM Software - **Made by:** Wealthbox, LLC - **Website:** https://www.wealthbox.com - **Runs on:** Web, iOS, Android - **Who should skip it:** Pricey if you want automation, as workflows start on Pro at $85 a user. - **Facts last checked:** Nov 12, 2026 ## 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). - **Pricing model:** Free trial - **Free plan:** None. - **Free trial:** 14-day free trial. | Plan | Price | What you get | | --- | --- | --- | | 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. | | Enterprise | Custom | Everything in Premier, plus enterprise SSO, unlimited workspaces, a dedicated account manager and priority support. | Read from https://www.wealthbox.com/pricing/ on Nov 12, 2026. Prices change, so confirm with Wealthbox before buying. ## 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. ## Good for - Independent financial advisors and RIA teams - Firms that want one CRM across several workspaces ## 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. ## ToolGPA grades **GPA: 1.8 out of 4**, graded Nov 12, 2026. 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. - **Value for money: D.** $65 a user on Basic and $85 on Pro, where workflows live, against a category middle of $25. - **Free plan and trial: D.** A 14-day trial, but the page doesn't say whether a card is needed. No free plan. - **Features: C.** Households, pipelines, calendar and reporting. Workflows and email sync need Pro, and dashboards need Premier. - **Ease of use: C.** No store rating on record. Workflows and integrations to set up. - **Platforms and integrations: B.** Web plus iOS and Android apps, with Schwab, eMoney, Addepar, DocuSign, Calendly and Zapier. No desktop app. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, 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. - You could make: Sales pipeline, tasks and reports: an app builder makes these well. - You could not: Connections to other products, each kept working as those products change. - You could not: A bot that joins your calls and turns the talk into notes. - You could not: Connections that pull numbers from dozens of other services. - You could not: A real app for iOS and Android. Something home-made would be a web page. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: AI features, unless you pay a model provider for each request yourself. - You could not: What a company asks for before it lets staff use something: SOC 2. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. ## Works with Addepar, Schwab, eMoney, DocuSign, Calendly, Zapier, Gmail **Tags:** Sales pipeline, Workflow automation, Tasks, Reports, Dashboards, AI features, Meeting notes ## Alternatives - [Redtail CRM](https://toolgpa.com/tools/redtail-crm): CRM for financial advisors, with compliant texting and imaging. [Compare](https://toolgpa.com/compare/redtail-crm-vs-wealthbox) - [Maximizer CRM](https://toolgpa.com/tools/maximizer-crm): Customizable CRM that works from Outlook, with a finance edition. [Compare](https://toolgpa.com/compare/maximizer-crm-vs-wealthbox) - [Nutshell](https://toolgpa.com/tools/nutshell): Sales CRM with email marketing, forms and AI built into every plan. [Compare](https://toolgpa.com/compare/nutshell-vs-wealthbox) - [Capsule CRM](https://toolgpa.com/tools/capsule-crm): Small-business CRM for contacts, sales pipelines and projects. [Compare](https://toolgpa.com/compare/capsule-crm-vs-wealthbox) - [Less Annoying CRM](https://toolgpa.com/tools/less-annoying-crm): Simple CRM for small businesses at one flat per-user price. [Compare](https://toolgpa.com/compare/less-annoying-crm-vs-wealthbox) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.wealthbox.com/pricing/ - https://www.wealthbox.com/integrations/ - https://www.wealthbox.com/about/ Page: https://toolgpa.com/tools/wealthbox Listed by ToolGPA (toolgpa.com).