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CRM

Maximizer

Customizable CRM with AI insights, with editions built for wealth, insurance and financial services teams.

Made by Maximizer Visit Maximizer's website
Starting priceFrom $65/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “whether you’re a solo advisor or part of a large financial team”
Vendor says · source
Connections listedNone found
Read this before you rely on Maximizer's details. Maximizer's own pages disagree on whether its Croesus and Univeris connections are live, so we show them as announced and don't count them. Its blog post of August 7, 2026 says they fall under its "Investments and Insurance Data Feeds capability, available on the Financial Services and Financial Services+ editions", and also tells you to check with your head office or dealer whether the connection is already live for your book. Its integrations page says that if your firm holds investment data in a data lake, Maximizer can plug into that too. Its pricing page, read on October 20, 2026, marks "Investments and Insurance Data Feeds" as "Coming Soon" and lists the feature as something Financial Services + adds to the Financial Services plan, so the pages also disagree on which plans include it. Ask Maximizer whether the feed is live for your firm before you rely on it. Sources: Maximizer's page; Maximizer blog, August 7, 2026; Maximizer integrations page.
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What their website looks like

Screenshot of Maximizer's homepage
Maximizer's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Core $65/user/mo
per user, per month
 Billing period not stated on the pricing page
USD
Financial Services $79/user/mo
per user, per month
 Billing period not stated on the pricing page
USD
Financial Services + $89/user/mo
per user, per month
 Billing period not stated on the pricing page
USD

Enterprise plan: custom price

Source: Maximizer pricing page (For Financial Services tab). Checked on the vendor's site, Oct 6.

Where Maximizer sits on price

MaximizerOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

Connection cost: not stated on the Maximizer pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Maximizer's site we read. Ask Maximizer how account data gets into it.

Announced, not shown live

Maximizer has announced these, but we found no page showing them live. They don't count in filters, stats or comparisons until we do.

Croesus
Checked on the vendor's site
  • Data in: portfolio and account information
Source: Maximizer blog: Croesus CRM Integration, published Aug 7. Checked Oct 20.
Univeris
Checked on the vendor's site
  • Data in: account data from the firm's data lake
Source: Maximizer blog: Croesus CRM Integration, published Aug 7. Checked Oct 20.

Moving to Maximizer from another tool

What Maximizer's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Maximizer CRM provides structured data import tools and dedicated onboarding support, with the team working on field mapping before go-live, not after, which addresses the most common data migration failure point. … Enterprise and On-Premise are price on request, and additional services such as training, implementation, configuration, and data import/export may require additional purchase.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Maximizer about anything they leave out.

Checked on the vendor's site · Oct 8
Maximizer blog: what to look for in a CRM before switching, published Jul 7

Leaving later

A full database backup is requested from your Customer Success Manager and delivered as a download link; pricing on request.
Checked on the vendor's site · Oct 6

Source: Maximizer help centre: Database Backup Service for Cloud/CRM Live Users

Fits best if

Our judgement

We haven't assessed fit for Maximizer yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Maximizer with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
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Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
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Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
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Altitude CRM
From $900/user/yr
Checked on the vendor's site · Oct 20
No custodian connection listed
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Corrections

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