Wealthbox review

Wealthbox is a CRM made only for advisors, and it shows in the defaults: contact and household management, contact roles, compliant note archiving and a daily task digest are on every plan. Basic costs $65 per user per month and covers tasks, calendar, one opportunity pipeline and 2 GB of files. Pro, at $85, is where most firms will land, because it adds workflows and automations, two-way email sync, broadcast email and three pipelines. Premier at $119 adds customizable dashboards, report calculations, workflow template sharing and five workspaces, and Enterprise brings SSO and a dedicated account manager. AI Agents and an AI assistant are included, while the AI Notetaker, which prepares for meetings and writes the summary to the record, costs $49 per user extra. Security covers SOC 2 compliance, session timeouts and enforced 2-factor authentication. Wealthbox is a CRM rather than a full wealth platform, so portfolio reporting and billing stay in your other systems through its integrations.

Who it is for

Independent RIAs and advisor teams that want an advisor-specific CRM they can set up themselves, with prices on the page.

Price

Basic from $65 per user per month; Pro $85 and Premier $119 per user per month; Enterprise custom.

Basic $65 per user / month
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Contact and household management with contact roles and tags
• Workflows with milestones, outcomes and automations on Pro and above
• Two-way email and calendar sync with broadcast email
• Opportunity pipelines on Kanban boards
• Compliant note archiving, SOC 2 compliance and 2-factor authentication

Strengths and weaknesses

• Strength: Prices for every self-serve plan are published
• Strength: Household records and compliant note archiving on every plan
• Strength: Free trial on Basic, Pro and Premier
• Weakness: Workflows and two-way email sync need the $85 Pro plan
• Weakness: AI Notetaker is a $49 per user per month add-on
• Weakness: No built-in portfolio management or performance reporting

Key facts

• Plans: Basic $65, Pro $85, Premier $119 per user per month; Enterprise custom
• Add-ons: AI Notetaker $49 and Vault $29 per user per month
• File storage: 2 GB on Basic, 5 GB on Pro, 10 GB on Premier, 20 GB on Enterprise

Where it ranks

Wealthbox is No. 1 in our Best CRM for Financial Advisors verdict.