Financial advisors · Wealthbox
Wealthbox
A fast, friendly CRM built for RIAs and independent advisors.
Advisor notes
Good fit: RIAs that want a CRM advisors enjoy using. Typical team: 1–100 users.
Look elsewhere if: Enterprise wealth firms with heavy compliance workflows.
Strengths
- Clean, fast interface
- Published pricing
Watch-outs
- Lighter reporting than enterprise tools
Google WorkspaceMicrosoft 365
Pricing
Source: Wealthbox, checked Oct 14, 2026. Published
Basic$59 /user/mo
Pro$75 /user/mo
Premier$99 /user/mo
First-year cost on the entry plan
| Team | First year |
|---|---|
| 1 user | $708 |
| 5 users | $3,540 |
| 10 users | $7,080 |
| 25 users | $17,700 |
Questions to ask Wealthbox
- Which custodians do you integrate with?
- How is email and activity archived for compliance?
- What does migrating from our current CRM involve?
CRM advice for financial advisors
Related terms
Custodian integrationSimilar CRMs
Considering Wealthbox?
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