Wealthbox pricing

Wealthbox publishes its prices on its own site. The cheapest plan is Basic, at $59/user/mo. We checked on Oct 6.

Starting priceFrom $59/user/mo

Checked on the vendor's site · Oct 6

One person, cheapest plan$59 a monthOur sum from the price page

Price on their own siteYes

Plans and prices

Plan	Price	Billing
Basic	$59/user/mo per user, per month	Billing period not stated on the pricing page
Pro	$75/user/mo per user, per month	Billing period not stated on the pricing page
Premier	$99/user/mo per user, per month	Billing period not stated on the pricing page

Source: Wealthbox pricing page. Checked on the vendor's site, Oct 6.

Enterprise plan: custom price
14-day free trial; no credit card needed.
AI Notetaker add-on: $49 per user a month (an introductory rate).
Leaving: Contacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings. (Wealthbox help centre)

WealthboxOther 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.

The rule: the two advisor CRMs just below Wealthbox and the two just above it, on what one person pays per month. Paying vendors are never moved up.

Tool	One person, cheapest plan (our sum)	Cheapest plan	Where the price came from
Redtail	$39 a month for one person	Launch, $39/user/mo	Checked on the vendor's site · Oct 6
Advisors Assistant	$52 a month for one person	Core CRM, $52/user/mo	Checked on the vendor's site · Oct 6
Maximizer	$65 a month for one person	Core, $65/user/mo	Checked on the vendor's site · Oct 6
Microsoft Dynamics 365 Sales	$65 a month for one person	Sales Professional, $65/user/mo	Checked on the vendor's site · Oct 6

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

Spotted a price that has changed? Send a correction and we'll check it again.