# Wealthbox Pricing 2026 | Capterra > Learn more about Wealthbox pricing plans including starting price, free versions and trials. Source: https://www.capterra.com/p/175666/Wealthbox/pricing --- # Pricing for Wealthbox [4.7 (146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Write a Review! ## [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) has **4** pricing plans - Yes, has free trial - No free version **Credit Card Required:** No ### Basic $59 **Pricing Model:** Per User **Payment Frequency:** Per Month Basic plan includes: - 1 CRM Workspaces - 1 Opportunity Pipelines - 2-Factor Authentication - 2 GB File Storage - Activity Stream ### Pro $75 **Pricing Model:** Per User **Payment Frequency:** Per Month Pro plan includes: - 2-Factor Authentication - 3 CRM Workspaces - 5 GB File Storage - 5 Opportunity Pipelines - Activity Stream ### Premier $99 **Pricing Model:** Per User **Payment Frequency:** Per Month Premier plan includes: - 10gb File Storage - 10 Opportunity Pipelines - 2-Factor Authentication - 5 CRM Workspaces - Activity Stream ### Enterprise Contact Vendor for Pricing Enterprise plan includes: - 20 GB File Storage - 2-Factor Authentication - Activity Stream - Administrative Controls - API Access ## Popular alternatives to [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) Looking to learn more about Financial CRM software similar to Wealthbox? Check out these popular alternatives that are closest in terms of key features, functionality, and benefits. [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) by Orion [4.1 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) Starting Price:$39/month [LEARN MORE](https://www.capterra.com/p/121349/RedTail-CRM/) by Maximizer Software [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price:$65/month [LEARN MORE](https://www.capterra.com/p/154610/Maximizer-CRM/) by Zoho [4.3 (6982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price:$14/month [LEARN MORE](https://www.capterra.com/p/155928/Zoho-CRM/) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) by eWay System [4.5 (823)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting Price:$20/month [LEARN MORE](https://www.capterra.com/p/152769/eWay-CRM/) by HubSpot [4.5 (4470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price:$20/month [LEARN MORE](https://www.capterra.com/p/152373/HubSpot-CRM/) [View all alternatives](https://www.capterra.com/p/175666/Wealthbox/alternatives/) ## What do others say about [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) pricing? Value For Money[4.7(146)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Pros Cons [Read All 146 Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) Read Full Reviews Below Tony B. Operations Manager Financial Services, 1-10 employees Used the software for: 2+ years ** Overall Rating 1.0 ** Ease of Use 4.0 Customer Service 2.0 Features 2.0 Value for Money 3.0 Likelihood to Recommend 10% 1/10 Reviewer Source Source: Capterra May 18, 2026 "Lack of access to your Data for Searching" **Overall:** System can be glitchy at times and require weekly data browser cache clearing to maintain functionality. **Pros:** Easy to use and configure to your organizational needs. Provides the ability to customize some fields within the system. **Cons:** Workflow management. It offers the ability to have workflows used in the system and gives the end user the ability to comment within each workflow step to acknowledge/comment on any issue that may of occurred during the step task. Here is the issue, Wealthbox does not offer Search capabilities within Workflows.... so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data.... **Alternatives Considered:** [Retail Pro](https://www.capterra.com/p/164131/Retail-Pro-9/) **Reasons for Choosing Wealthbox:** At the time Retail was not very userfriendly. Tony B. Operations Manager Financial Services, 1-10 employees Used the software for: 2+ years ** Overall Rating 1.0 ** Ease of Use 4.0 Customer Service 2.0 Features 2.0 Value for Money 3.0 Likelihood to Recommend 10% 1/10 Reviewer Source Source: Capterra May 18, 2026 "Lack of access to your Data for Searching" **Overall:** System can be glitchy at times and require weekly data browser cache clearing to maintain functionality. **Pros:** Easy to use and configure to your organizational needs. Provides the ability to customize some fields within the system. **Cons:** Workflow management. It offers the ability to have workflows used in the system and gives the end user the ability to comment within each workflow step to acknowledge/comment on any issue that may of occurred during the step task. Here is the issue, Wealthbox does not offer Search capabilities within Workflows.... so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data.... **Alternatives Considered:** [Retail Pro](https://www.capterra.com/p/164131/Retail-Pro-9/) **Reasons for Choosing Wealthbox:** At the time Retail was not very userfriendly. [Read All 146 Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## How should I be thinking about software pricing? [ Be an Informed Buyer: Understanding the True Cost of Business Software It's not just you-budgeting for business software is complicated. We're here to break it down. ](https://www.capterra.com/resources/business-software-cost/)