Wealthbox
AutomatedCRM software designed for financial advisors with workflows, opportunity management, and reporting.
Active plans
5
Total changes
5
Last change
Jun 5, 2026
Price trend
no history
What we know about Wealthbox’s pricing
Moderately activeChanges in 12 months
5
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Middle of the pack for CRM (345 compared)
Current pricing
Basic
monthly$59/mo
$59/user/month
- Starter CRM
- Contact & Household Management
- Tags
- 3 Contact Roles
- 3 Teams
- 1 Opportunity Pipeline
- 2 GB File Storage
- 1 Workspace
- Mobile App
- Two-Way Email Sync
Pro
monthly$75/mo
$75/user/month
- Core CRM Features
- 5 Contact Roles
- 5 Teams
- 3 Opportunity Pipelines
- 5 GB File Storage
- Workflows
- Workflow Outcomes
- Subtasks for Workflows
- Reports - Automated
Premier
monthly$99/mo
$99/user/month
- Advanced Features for Power Users
- Unlimited Contact Roles
- Unlimited Teams
- 5 Opportunity Pipelines
- 10 GB File Storage
- 5 Workspaces
- AI for Reports
- Customizable Dashboards
- Customizable Workflow Actions
- Customizable Role-Based Homepages
Enterprise
customCustom
- Customizable, Multi-Workspace
- Unlimited Workspaces
- 20 GB File Storage
- Enterprise SSO
- Enterprise Implementation Program
- On-Premise Exchange Sync
- VPN Support for Exchange Sync
- SFTP Account Reports & Backups
- Priority Enterprise Support
AI Notetaker Add-On
monthly$49/mo
$49/user/month (introductory rate)
- AI-powered meeting notetaker
Price history
Last 5 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 5, 2026 | AI Notetaker Add-On | new plan | — | $49 | — |
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Premier | new plan | — | $99 | — |
| Jun 5, 2026 | Pro | new plan | — | $75 | — |
| Jun 5, 2026 | Basic | new plan | — | $59 | — |
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