Wealthbox CRM Pricing Plans & Top Alternatives in 2026
Modern CRM tailored for financial advisors and wealth managers
Trusted by 254,745+ software buyers annually.
Main Features
- Calendar Management
- Contact Management
- Customer Data
- Document Management
Pricing
Starts from $35/user/month when Billed Monthly
Wealthbox CRM Pricing
Free Trial
Not available
Starting Price
$35 / /user/month
when Billed Monthly
Pricing Model
Wealthbox CRM Pricing Plans Explained
Need a plan for 50+ users?
Get volume pricing, dedicated onboarding, and a custom contract. Switching from another tool? Wealthbox CRM supports data import to get you set up quickly.
Pricing sourced from Wealthbox CRM's official website as of May 2026. For the latest pricing, visit their website.
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Frequently Asked Questions (FAQs)
Stuck on something? We're here to help with all the questions and answers in one place.
Wealthbox CRM does not offer a free trial or free plan. All plans are paid. Contact the Wealthbox CRM team for a demo or visit their pricing page for current options.
Wealthbox CRM offers subscription pricing. Plans start from $35//user/month. View all Wealthbox CRM pricing plans →
The starting price of Wealthbox CRM is $35/user/month when Billed Monthly
Wealthbox CRM does not currently offer a free plan. All plans are paid. Visit the pricing page to see current options.
Annual billing discounts vary by plan. Visit Wealthbox CRM's pricing page to compare monthly vs annual rates.
Most SaaS products including Wealthbox CRM allow you to cancel your subscription at any time. For monthly plans, cancellation typically takes effect at the end of the current billing cycle. For annual plans, refund policies vary — check Wealthbox CRM's terms or contact their support team for details.
Wealthbox CRM offers tiered pricing plans designed for teams of different sizes. Small businesses can typically start with a lower-tier plan and upgrade as they scale. See all plans to find the best fit.
Wealthbox CRM Support Options
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
