Maximizer Pricing Explained (2026)
Maximizer prices two parallel product lines — Sales and Financial Services — from $65 to $89 per user per month, and picking the wrong line costs you features you cannot buy back.
| Plan | Price | Billing | What you get |
|---|---|---|---|
| Core | $65/user/mo | per user, per month (CAD $90, AUD $90, €58, £50) | Contact management, task and reminder setting, interaction tracking, mobile access, Outlook integration |
| Financial Services / Business | $79/user/mo | per user, per month (CAD $100, AUD $100, €63, £63) | Everything in Core plus Kanban boards, pipeline visualisation, custom dashboards, real-time reporting and specialised onboarding |
| Financial Services + / Business + | $89/user/mo | per user, per month (CAD $125, AUD $129, €79, £69) | Everything above plus AI-powered insights, investment and insurance data access, automated workflows, family connection visualisation (Financial Services) or deal coaching and meeting prep (Sales) |
| Enterprise | Custom quote | sales-negotiated | Custom development, dedicated professional services, data lake integrations, strategic consulting and an enterprise SLA |
| On-Premise | Quote on request | licensed deployment | Self-hosted Maximizer for organisations with data residency or regulatory constraints that rule out cloud |
Two product lines wearing one price list
Maximizer's pricing looks like a three-step ladder — $65, $79, $89 — and is really two ladders side by side. There is a Sales line and a Financial Services line, priced identically, differing in what the top tier contains.
On the Financial Services line, "+" means investment and insurance data access, family and household connection visualisation, and workflow automation aimed at advisory practice. On the Sales line, "+" means deal coaching and meeting preparation. Same $89, materially different product.
This is the decision that matters most, and it is the one buyers rush. A wealth management firm that lands on the Sales line pays the same money for none of the capability it needed, and switching lines is a migration rather than a plan change. Choose the line deliberately; the tier is the easy part.
What the tiers separate
Core at $65 is a contact and activity system: contacts, tasks, reminders, interaction tracking, mobile access, Outlook integration. It is a genuine system of record and nothing more. There is no pipeline visualisation, no dashboard, no real-time reporting.
The middle tier at $79 is where Maximizer becomes a management tool — Kanban boards, pipeline visualisation, custom dashboards, real-time reporting, and specialised onboarding. For most buyers this is the true entry point, and the $65 headline is a number they will pass through rather than settle at.
The "+" tier at $89 carries the AI insights and automated workflows, plus the line-specific specialist features. It is a 37% premium over Core for the capability most likely to have been demonstrated in the sales call.
Enterprise is quoted, and buys custom development, data lake integration, strategic consulting and an SLA.
What it costs at scale
| Team size | Core $65 | Mid $79 | Plus $89 |
|---|---|---|---|
| 5 users | $325/mo | $395/mo | $445/mo |
| 10 users | $650/mo | $790/mo | $890/mo |
| 25 users | $1,625/mo | $1,975/mo | $2,225/mo |
The ladder is unusually flat — only 37% from bottom to top — which is a genuine virtue. Compared with vendors where the useful tier costs three times the entry tier, Maximizer's spread means choosing "+" from the start is a modest premium rather than a budget decision, and most firms should simply do that.
The regional pricing gap
Maximizer publishes in five currencies, and the conversions are not neutral. The "+" tier is $89 USD, CAD $125, AUD $129, €79 and £69.
At prevailing rates the Canadian and Australian figures carry a premium over a straight conversion of the US price. Buyers in those markets should benchmark against the USD list before negotiating, particularly on multi-seat annual commitments where the gap compounds. European and UK pricing tracks the US list more closely.
The on-premise option is a real differentiator
Maximizer still sells a self-hosted deployment, quoted on request. Almost nobody in this category does any more.
For firms facing data residency rules, or regulators unwilling to accept multi-tenant cloud, that alone can make Maximizer the only viable shortlist entry. It is worth being clear-eyed about the total cost: the licence does not cover infrastructure, backup, patching, upgrades or the staff time to run them, and the honest all-in figure is usually well above the equivalent cloud subscription. The reason to choose it is compliance, not economics.
Where it sits against advisor CRMs
For wealth management specifically, the comparison set is Wealthbox at $59 to $99 per user, Redtail at $39 to $59, and Maximizer's Financial Services line at $65 to $89. Maximizer sits in the middle on price, ahead of Redtail on interface modernity and behind Wealthbox on integration breadth with the advisor tech stack.
Its distinguishing arguments are the household and family connection modelling, the on-premise option, and a long track record in regulated environments. Those are narrow arguments, but for the firms that need them they are decisive.
Who should buy it
Advisory practices and relationship-led sales organisations that need a durable system of record, sensible compliance behaviour, and — where it matters — a deployment model they control. Firms of five to fifty users where the CRM is a book-of-business asset rather than a pipeline dashboard.
It fits poorly for teams wanting a modern, opinionated sales workflow at low cost; general-purpose CRMs deliver that for a third of the price. Verify current rates and regional pricing at maximizer.com/pricing before committing.
What the pricing page doesn't show
- The Sales and Financial Services editions are parallel product lines, not tiers. Advisor-specific capability — investment and insurance data, family connection mapping — exists only on the Financial Services line, and you cannot add it to a Sales plan later without changing edition.
- Regional pricing is not a straight currency conversion. The '+' tier is $89 USD but CAD $125 and AUD $129, which at prevailing rates is a meaningful premium for Canadian and Australian buyers over the US list.
- Pipeline visualisation, dashboards and real-time reporting are all one tier above Core. A team buying Maximizer to see its pipeline is a $79 customer, not a $65 one.
- AI insights and automated workflows sit only on the '+' tier at $89 — a 37% premium over Core for the features most likely to be demonstrated in a sales call.
- On-premise deployment is quoted rather than listed, and carries the usual self-hosting costs the licence does not cover: infrastructure, backups, upgrades and the staff time to run them.