Wealthbox

CRM for financial advisors with published per-user plans

0Sales & CRMSubscription

Editorial Review

Sep 2026 Wealthbox pricing page: Basic $59, Pro $75, Premier $99 per user/month. Enterprise custom. AI Notetaker add-on listed at an introductory $49 per user/month. 14-day trial. Verify current pricing.

Key Features

HouseholdsWorkflows on Pro+14-day trial

About Wealthbox

Wealthbox is a CRM built for financial advisors and RIAs: households, tasks, pipelines, and compliance-friendly notes. It publishes Basic, Pro, Premier, and Enterprise plans plus an optional AI Notetaker add-on.