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Wealthbox pricing
Short answer: Per Wealthbox's pricing page (checked October 21, 2026): From $59/user/mo. All 4 listed plans and options are below.
Wealthbox plans and prices
| Plan | Price | Note |
|---|---|---|
| Basic | $59/user/month | |
| Pro | $75/user/month | |
| Premier | $99/user/month | |
| AI Notetaker add-on | $49/user/month | introductory rate |
Prices as of October 21, 2026, in USD, as listed on Wealthbox's pricing page. Vendors change prices often; confirm before you buy.
- Free option: Free trial offered.
What drives your Wealthbox bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Some features are paid add-ons rather than included.
- At least one price shown is promotional or introductory and may rise later.
- There is a free plan or trial, so you can test before paying.
Example: At the listed rate, 3 people on Basic would cost $177/month ($2,124/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- Opportunity pipelines and broadcast email vary by plan.
- The notetaker add-on price is introductory.
- Check integrations with your custodian and planning software.
Wealthbox pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Wealthbox review · Wealthbox alternatives · Best CRM tools
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FAQ
How much does Wealthbox cost?
Basic: $59/user/month; Pro: $75/user/month; Premier: $99/user/month; AI Notetaker add-on: $49/user/month. Prices as of October 21, 2026.
Does Wealthbox have a free plan or trial?
Free trial offered.
What should I ask Wealthbox about pricing?
Opportunity pipelines and broadcast email vary by plan. The notetaker add-on price is introductory. Check integrations with your custodian and planning software.