Wealthbox pricing
Wealthbox is a paid product with a free trial, starting at $65 per user / month (billing basis not stated).
Black Friday: is there a Wealthbox sale?
Plans and prices
- 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.
How Wealthbox's price compares
| Tool | Starts at | Free plan | |
|---|---|---|---|
| Wealthbox | $65 per user / month (billing basis not stated) | No | |
| Redtail CRM | $39 per user / month, billed yearly ($45 billed monthly) | No | Compare |
| Maximizer CRM | $65 per user / month (billing basis not stated) | No | Compare |
| Nutshell | $13 per user / month, billed annually ($19 billed monthly) | No | Compare |
| Capsule CRM | $18 per user / month, billed annually ($22 billed monthly) | Yes | Compare |
| Less Annoying CRM | $15 per user / month, plus applicable tax | No | Compare |
Each price is the vendor’s own, with its billing basis as stated. Check dates are on each tool’s page.
Wealthbox pricing questions
Is Wealthbox free?
No, Wealthbox is a paid product, but you can try it first. 14-day free trial.
How much does Wealthbox cost?
Wealthbox lists 4 plans. Basic: $65 per user / month, billing basis not stated. Pro: $85 per user / month, billing basis not stated. Premier: $119 per user / month, billing basis not stated. Enterprise: custom pricing. Prices were read from wealthbox.com on Nov 12, 2026.
Does Wealthbox have a free trial?
Yes. 14-day free trial.
When were Wealthbox's prices last checked?
On Nov 12, 2026, against wealthbox.com. Vendors change prices without notice, so confirm on their site before you buy.