Wealthbox

Automated

CRM software designed for financial advisors with workflows, opportunity management, and reporting.

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Active plans

Total changes

Last change

Jun 5, 2026

Price trend

What we know about Wealthbox’s pricing

Moderately active

Changes in 12 months

Cadence

Multiple changes per day

Direction

New plan recently added

Category position

—

Not enough peers tracked yet

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

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	—	—

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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

custom

Custom

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

Last deploy main@a1b2c3d