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How much do AI CRM tools cost for financial advisors?
Short answer: Of 5 CRM tools we list, 4 publish prices. The lowest starting price is Redtail CRM (From $39/user/mo (annual)) and the highest is Salesforce Financial Services Cloud (From $325/user/mo (annual)). Wealthbox, Redtail CRM offer a free plan or trial. Advyzon prices by quote.
Starting prices, lowest first
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Plan-by-plan
Redtail CRM
- Launch: $39/user/month billed yearly or $45 monthly
- Growth: $59/user/month billed yearly or $65 monthly
- Enterprise: Let's talk
Wealthbox
- Basic: $59/user/month
- Pro: $75/user/month
- Premier: $99/user/month
- AI Notetaker add-on: $49/user/month
Practifi
- Practifi Naya: From $135/user/month
- Practifi Sentir (AI-native CRM): $195/user/month
Salesforce Financial Services Cloud
- Sales Core: $325/user/month billed annually
- Sales Advanced: $500/user/month billed annually
- Sales Max: $700/user/month billed annually
- Service Core: $325/user/month billed annually
See features and fit on best CRM tools for financial advisors.
FAQ
How much do CRM tools cost for financial advisors?
Of 5 CRM tools we list, 4 publish prices. The lowest starting price is Redtail CRM (From $39/user/mo (annual)) and the highest is Salesforce Financial Services Cloud (From $325/user/mo (annual)). Wealthbox, Redtail CRM offer a free plan or trial. Advyzon prices by quote.
What's the cheapest CRM tool for advisors?
By published starting price, Redtail CRM at From $39/user/mo (annual) (as of October 21, 2026). The cheapest tool isn't always the best fit; compare features and integrations too.
What CRM do most financial advisors use?
Popular options built for advisors include Redtail, Wealthbox, Salesforce Financial Services Cloud, Practifi and Advyzon. The right one depends on firm size and the rest of your tech stack.