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Wealthbox vs Redtail CRM
Short answer: Wealthbox is best for advisors who want a modern, easy-to-use crm; Redtail CRM is best for advisors who want a widely used, advisor-specific crm. On price, Wealthbox is From $59/user/mo and Redtail CRM is From $39/user/mo (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
| Wealthbox | Redtail CRM | |
|---|---|---|
| What it is | CRM workspace built for financial advisors, with AI features. | Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving. |
| Best for | Advisors who want a modern, easy-to-use CRM | Advisors who want a widely used, advisor-specific CRM |
| Category | CRM & client follow-up | CRM & client follow-up |
| Free option | Free trial offered. | Free trial offered. |
| Starting price | From $59/user/mo | From $39/user/mo (annual) |
| Key capabilities |
|
|
| Skip it if | You need a heavily customizable enterprise platform with dedicated implementation. | You want an all-in-one platform with portfolio reporting built in. |
| Details | Wealthbox overview | Redtail CRM overview |
| Visit Wealthbox Get a Wealthbox demo | Visit Redtail CRM Get a Redtail CRM demo |
About Wealthbox
Wealthbox is a CRM built for advisors, offering a single view of each client, task and workflow tracking, integrations with common advisor tools and built-in AI features.
Check before choosing Wealthbox
- Opportunity pipelines and broadcast email vary by plan
- The notetaker add-on price is introductory
- Check integrations with your custodian and planning software
About Redtail CRM
Redtail offers CRM plus add-ons for compliant texting (Speak), document imaging and email archiving, and integrates with many advisor tools. Orion's website states Redtail has been an Orion company since 2022.
Check before choosing Redtail CRM
- Launch caps you at 5 users
- Texting and imaging require Growth
- Ask about Orion bundling if you use Orion
FAQ
Wealthbox vs Redtail CRM: which is better for financial advisors?
Wealthbox is best for advisors who want a modern, easy-to-use crm; Redtail CRM is best for advisors who want a widely used, advisor-specific crm. On price, Wealthbox is From $59/user/mo and Redtail CRM is From $39/user/mo (annual) (as of October 21, 2026). Book demos of both and test them on your real workflow.
What is the difference between Wealthbox and Redtail CRM?
Wealthbox: CRM workspace built for financial advisors, with AI features. Redtail CRM: Long-standing advisor CRM, now part of Orion, with compliant texting, imaging and email archiving.
Is Wealthbox or Redtail CRM cheaper?
On price, Wealthbox is From $59/user/mo and Redtail CRM is From $39/user/mo (annual) (as of October 21, 2026).