# 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 (145)](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 **Discount:** By Plan Frequency ### 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/) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) by eWay System [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting Price:$20/month [LEARN MORE](https://www.capterra.com/p/152769/eWay-CRM/) by Zoho [4.3 (6972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price:$14/month [LEARN MORE](https://www.capterra.com/p/155928/Zoho-CRM/) by HubSpot [4.5 (4458)](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? Pricing Rating $ $ $ $ $ Value For Money[4.7(145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Pros Cons [Read All 145 Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) Read Full Reviews Below Alex H. Owner Financial Services, 1-10 employees Used the software for: 2+ years ** Overall Rating 5.0 ** Ease of Use 5.0 Features 5.0 Value for Money 5.0 Likelihood to Recommend 100% 10/10 Reviewer Source Source: Capterra September 8, 2021 "Wealthbox - Ease of Use" **Overall:** Very good experience. My associate is really pleased. It makes physical chronological timelines irrevelent. **Pros:** Although not too fascinated with software and technology, I've found that the Wealthbox program is quite easy to use. It is intuitive so it does not require massive training. **Cons:** My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and need to sign back on. Although quick, the code that is texted to me seems unnecessary to confirm my identity. Geoff G. Relationship Manager Financial Services, 1-10 employees Used the software for: 6-12 months ** Overall Rating 5.0 ** Ease of Use 5.0 Customer Service 5.0 Features 5.0 Value for Money 5.0 Likelihood to Recommend 90% 9/10 Reviewer Source Source: Capterra September 8, 2021 "Wealthbox Review" **Overall:** Overall, Wealthbox is a great tool that we use everyday. I would recommend it to any of my peers **Pros:** I really like the ease of taking notes in the software. It also allows us to have most of the suitability information required by our firm. **Cons:** Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our computer. **Alternatives Considered:** [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) **Reasons for Choosing Wealthbox:** We actually chose Wealthbox because the trial period allowed full access to all of it's features. [Read All 145 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/)