Wealthbox review

Wealthbox is built for advisory firms and keeps its plans simple. Basic at $65 per user per month covers contact and household management, tasks, calendar and meetings, one opportunity pipeline and 2 GB of storage. Pro at $85 adds workflows with milestones and outcomes, two-way email sync, broadcast email with open and link tracking, and three pipelines, and Wealthbox itself names Pro as the best value for most firms. Premier at $119 adds customizable dashboards and homepages, report calculations, workflow template sharing and five workspaces. Compliant note archiving, permissions and visibility controls, 2-factor authentication and SOC 2 compliance are listed on every plan, and AI Agents are now included on all plans. The extra costs to watch are the AI Notetaker add-on at $49 per user per month and the Vault document add-on at $29. There is no free plan, but every paid tier has a free trial.

Who it is for

Independent advisors and RIAs that want public pricing

Price

Basic $65, Pro $85 and Premier $119 per user per month; Enterprise by quote.

Basic $65 per user / month Starter CRM
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Contact and household management, task management and calendar on every plan
• Workflows, two-way email sync and broadcast email from the Pro plan
• Compliant note archiving, 2-factor authentication and SOC 2 compliance
• AI Agents on all plans, with 24 pre-built agents or your own
• Customizable dashboards, workflow template sharing and 5 workspaces on Premier

Strengths and weaknesses

• Strength: Prices for Basic, Pro and Premier are published on the pricing page
• Strength: Compliant note archiving is included on every plan
• Strength: Free trial on Basic, Pro and Premier
• Weakness: Workflows and two-way email sync require Pro at $85 per user per month
• Weakness: Basic includes only 1 opportunity pipeline and 2 GB of file storage
• Weakness: AI Notetaker costs $49 per user per month and Vault $29 per user per month as add-ons

Key facts

• Plans: Basic, Pro, Premier, Enterprise
• File storage: 2 GB Basic, 5 GB Pro, 10 GB Premier, 20 GB Enterprise
• Opportunity pipelines: 1 Basic, 3 Pro, 5 Premier, unlimited Enterprise

Where it ranks

Wealthbox is No. 1 in our Best CRM for Financial Advisors verdict.