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Wealthbox
In one line: CRM workspace built for financial advisors, with AI features.
| Best for | Advisors who want a modern, easy-to-use CRM |
|---|---|
| Category | CRM & client follow-up |
| Free option | Not confirmed; check vendor site |
| Pricing | From $59/user/mo · See all plans (as of October 21, 2026) |
| Website | www.wealthbox.com/ |
| Last checked | October 21, 2026 |
What it does
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.
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Alternatives to Wealthbox
Redtail CRM
Advisors who want a widely used, advisor-specific CRM
Practifi
Growing RIAs that want structured workflows
Advyzon
Firms that want CRM, reporting and more in one system
Compare: Wealthbox vs Redtail CRM · Wealthbox vs Advyzon · Wealthbox vs Practifi · Wealthbox vs Salesforce Financial Services Cloud
Related guides
FAQ
What is Wealthbox?
CRM workspace built for financial advisors, with AI features.
Who is Wealthbox best for?
Advisors who want a modern, easy-to-use CRM. It is in our crm & client follow-up category.
How much does Wealthbox cost?
As of October 21, 2026, Wealthbox's website lists: Basic, $59/user/month; Pro, $75/user/month; Premier, $99/user/month; AI Notetaker add-on, $49/user/month.
What are alternatives to Wealthbox?
Redtail CRM, Practifi, Advyzon.