Simple Pricing

Choose a plan that suits your advisory practice. Let’s do this.


Core CRM Features


per user / month
when billed annually


Advanced Features


per user / month
when billed annually


Customizable, Multi-Workspace

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Enterprise pricing
options available

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What Advisors Say…

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”

Charlie Rocco, MONECO Advisors

“We love the Wealthbox interface, because it’s so intuitive and easy to use, and everyone stays in the loop on client activity.”

Compare All Features

Core CRM
CRM Workspaces
Workspace Account Switcher
Customizable Groups
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Wealthbox Mail
Task Management
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Reports – Automated
Reports – Dynamic/Customized
File Storage
2 GB
5 GB
10 GB
20 GB
Custom Fields
Activity Stream
Coworker Notifications
Administrative Controls
Mobile App Companion
Partner App Integrations
API Access
Compliance & Security
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
SOC 2 Compliant
Customer Support Help Desk
Live Help
Data Portability
CRM Migration Assistance
Video Tutorial Library
Knowledge Base Q&A
Integrated Email
Two-Way Email Sync
Two-Way Calendar Sync
Chrome Extension for Gmail
Bcc Email Forwarding
Broadcast Email
Email Templates and Themes
Email Open Tracking
Email Link Tracking
Enterprise SSO
Enterprise Implementation Program
On-Premise Exchange Sync
VPN Support for Exchange Sync
SFTP Account Reports & Backups
Priority Enterprise Support
Dedicated Account Manager

Frequently Asked Questions

First, start with a free 30-day trial here. Then, once logged in, go to the three dots in the upper right corner of the Wealthbox interface and select “Subscribe” to pay with a credit card. You can also schedule a call with our sales team to discuss Wealthbox on the phone and in a demo.

Yes, you can pay monthly or annually. Choose the monthly option to pay on a per month basis. The monthly plan is not discounted, so if you are looking to save, we recommend the annual plan.

We understand that each financial advisory practice is unique, requiring specific features to support its operations. Above you can see the features included in the different plans to support your needs. If you need help in choosing the right plan for you, reach out to our sales team to discuss on the phone or in a demo.

Migrating your data to Wealthbox is simple, fast, and FREE! We help you get up and running with ease. Wealthbox has the team and tools to make your CRM switch truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. Learn more.

Yes. You can make changes to your plan at any time including adding or removing users. Simply go to the Billing section and click the "Change" link next to your billing cycle.

Yes, by choosing an annual plan, you will receive a discount. Toggle between the annual and monthly pricing options to see the difference at the top of this page.

If you are the “account owner” or “admin” of your account, you can access your purchase history, invoices, payment details, plan type, and more in the Billing section.

Wealthbox is a SOC 2, Type 2-certified organization that meets the highest standards of security to ensure your account and data are safe. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication.

Yes, Wealthbox provides a companion mobile app - with the highest ratings from advisors of any wealth-tech CRM - that are available to download for Apple iOS and Android devices. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.

Looking for a live demo of Wealthbox?

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