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Paid plans start at $59/mo.
Wealthbox pricing starts at $59 per user per month for Basic. Pro is $75 and Premier is $99 per user monthly; Enterprise pricing is not published. The listed prices are monthly, and the pricing information does not state annual billing or discounts. There is no free plan, and trial availability is not published. AI Notetaker and Vault are separate add-ons at $49 and $29 per user per month, respectively.
01Every plan, line by line
| Plan | Billed annually | Billed monthly | Built for |
|---|---|---|---|
| Basic | — | $59 | Advisors starting with core CRM |
| Pro | — | $75 | Firms needing workflows and email sync |
| Premier | — | $99 | Growing firms needing advanced features |
| Enterprise | — | Quote | Firms needing enterprise controls and support |
Add-ons and overages
- AI Notetaker: $49 per user / month
- Vault: $29 per user / month
What a team pays per month
| Plan | 1 seat | 5 seats | 10 seats | 25 seats |
|---|---|---|---|---|
| Basic | $59 | $295 | $590 | $1,475 |
| Pro | $75 | $375 | $750 | $1,875 |
| Premier | $99 | $495 | $990 | $2,475 |
02What the plan grid doesn't tell you
Per-user billing
Prices are per user each month, so the listed starting price is not a firm-wide total.
AI Notetaker add-on
Listed separately at $49 per user per month; its price is not included in the plan prices shown.
Vault add-on
Listed separately at $29 per user per month.
Plan limits and Enterprise price
Basic includes 1 pipeline and 2 GB storage; Enterprise pricing is not published.
03Which plan should you buy?
| If you are… | Get | Why |
|---|---|---|
| Advisors starting with core CRM | Basic | At $59 per user monthly, it includes contact and household management, tasks, 1 pipeline, and 2 GB storage. |
| Firms needing workflows and email sync | Pro | At $75 per user monthly, it adds workflows, two-way email sync, broadcast email, and 3 pipelines. |
| Firms needing enterprise controls | Enterprise | It includes SSO, a dedicated account manager, unlimited workspaces, and priority enterprise support; pricing is not published. |
04Is Wealthbox worth the money?
Wealthbox is worth considering if your advisory firm will use its client records, workflows, and integrations enough to justify a per-user bill starting at $59 monthly. Pro’s workflow and email-sync features cost $75 per user monthly, while Premier is $99. The price grid gives useful feature differences, but Enterprise pricing is missing, and AI Notetaker and Vault cost extra. We’d compare the required features and add-ons against your seat count before switching; the fit depends on whether the integrations and workflows justify the spend.
Wealthbox pricing FAQ
What is Wealthbox CRM?
Wealthbox is a CRM platform for financial advisory firms. It organizes client and household records, tracks activity and opportunities, and supports workflows, email and calendar sync, reporting, and mobile apps. The product information also says it connects with more than 150 integrations and offers Wealthbox AI.
How much does Wealthbox cost?
The listed monthly prices are $59 per user for Basic, $75 for Pro, and $99 for Premier. Enterprise pricing is not published. AI Notetaker is listed at $49 per user monthly and Vault at $29 per user monthly. Annual billing and discounts are not stated.
How much does private wealth management cost?
The Wealthbox pricing information covers CRM software for advisory firms, not the cost of private wealth management services. It does not publish advisor fees, account minimums, or management costs, so those figures cannot be determined from Wealthbox’s software prices.
Do you need a financial advisor for $500,000, or is a 1% fee worth it?
Wealthbox’s pricing information does not say whether someone with $500,000 needs an advisor or whether a 1% advisory fee is worthwhile. It lists software prices paid by advisory firms, not what clients pay for financial advice. Compare service scope and fees directly with prospective advisors.