Wealthbox Pricing Explained (2026)
Wealthbox runs $59 to $99 per user per month, but the AI Notetaker add-on at $49 a seat can add most of a tier's cost again — which is where advisor firms get surprised.
| Plan | Price | Billing | What you get |
|---|---|---|---|
| Basic | $59/user/mo | per user, per month; 14-day free trial | Starter CRM, 3 contact roles, 3 teams, 1 opportunity pipeline, 2 GB file storage, 1 workspace, basic reporting and dashboards |
| Pro | $75/user/mo | per user, per month | Core CRM, 5 contact roles, 5 teams, 3 opportunity pipelines, 5 GB storage, 1 workspace, automated and dynamic reports |
| Premier | $99/user/mo | per user, per month | Unlimited contact roles and teams, 5 pipelines, 10 GB storage, 5 workspaces, AI for reports, role-based homepages, 20 custom object types with 200 fields each |
| Enterprise | Custom quote | sales-negotiated | Unlimited workspaces and custom objects, 20 GB storage, enterprise SSO, priority support |
| AI Notetaker add-on | $49/user/mo | introductory rate, per user, on top of any tier | Automated meeting capture and note generation across advisor client meetings |
A clean ladder with an expensive attachment
Wealthbox's tiers are unusually easy to read: $59, $75, $99, custom. No seat minimums, no per-module pricing, no automation credit meter. For a category full of quote-only enterprise software, that transparency is itself a selling point.
The complication is the AI Notetaker, priced at $49 per user per month at its introductory rate. Attached to a Basic seat, it raises the cost of that seat by 83%. Attached to Premier, it is a 49% increase. Either way it is the largest single line item in most Wealthbox quotes after the seats themselves, and it is easy to skip past when comparing headline prices against Redtail or Maximizer.
The saving grace is that it is priced per user rather than per account. Advisors who sit in client meetings get it; operations staff who do not, do not.
What actually forces the upgrade
The published feature differences between tiers are less interesting than the limits, because the limits are what firms hit.
Contact roles — 3 on Basic, 5 on Pro, unlimited on Premier. This sounds trivial until you model a real household: spouse, adult children, attorney, accountant, trustee, beneficiary, power of attorney. Three roles is exhausted immediately by any firm doing proper relationship mapping, which is precisely the work advisor CRMs exist for.
Workspaces — 1 on Basic and Pro, 5 on Premier, unlimited on Enterprise. Multi-office RIAs and firms running separate entities need this separation, and no amount of feature satisfaction at Pro will substitute for it.
Custom objects — Premier only, at 20 types with 200 fields each. If your firm tracks anything Wealthbox does not ship a schema for, you are a Premier customer regardless of everything else.
Storage — 2 GB, 5 GB, 10 GB, 20 GB. Modest across the board for a business that attaches statements and signed plans to client records.
Modelling the real bill
| Firm size | Basic | Pro | Premier | Premier + Notetaker |
|---|---|---|---|---|
| 3 users | $177/mo | $225/mo | $297/mo | $444/mo |
| 8 users | $472/mo | $600/mo | $792/mo | $1,184/mo |
| 20 users | $1,180/mo | $1,500/mo | $1,980/mo | $2,960/mo |
The last column is the one to take seriously. A twenty-person firm on Premier with the Notetaker across the team is at roughly $35,500 a year — genuinely enterprise money for a mid-sized RIA. Buying the Notetaker selectively for client-facing staff typically halves that increment.
Where it sits among advisor CRMs
Against Redtail, Wealthbox is the more expensive and more modern option: Redtail opens around $39/user on annual terms, Wealthbox at $59. The premium buys interface quality, a broader integration catalogue across the advisor technology stack, and materially better daily adoption — which is the metric that actually determines whether a CRM investment pays off in an advisory firm.
Against Maximizer's Financial Services line at $65 to $89, the pricing is comparable. Maximizer offers on-premise deployment and household visualisation; Wealthbox offers integration depth and a cleaner interface. Firms with data residency constraints go to Maximizer; firms optimising for staff usage tend to go to Wealthbox.
Against a general-purpose CRM at $25 a seat, the comparison is not really about features. It is about whether compliance-aware record keeping, advisor-specific integrations and household modelling are worth the difference. For a regulated practice, they usually are.
Who should buy it
Registered investment advisers and financial planning firms where the CRM is the operational hub — meeting notes, tasks, workflows, household structure — rather than a contact list. Pro at $75 is the right default for a single-office firm; Premier at $99 for anyone multi-office, multi-entity, or wanting to model data beyond the built-in schema.
It suits badly the cost-driven firm that wants the cheapest compliant system, which is Redtail's territory, and any non-advisory business, where you would be paying for domain-specific capability you will never use. Check wealthbox.com/pricing for current rates and confirm whether the AI Notetaker introductory rate still applies before budgeting.
What the pricing page doesn't show
- The AI Notetaker is $49/user/month on top of the plan. On Basic that is an 83% increase per seat — the add-on nearly costs as much as the CRM it attaches to.
- Contact roles are limited by tier: 3 on Basic, 5 on Pro, unlimited on Premier. For advisors modelling households with attorneys, accountants, trustees and beneficiaries, three roles is restrictive far sooner than most firms expect.
- Workspaces are the quiet upgrade driver. Basic and Pro give one; Premier gives five. Multi-office or multi-entity RIAs need separation and land on Premier for structural reasons, not feature ones.
- File storage is small at the lower tiers — 2 GB on Basic, 5 GB on Pro. Advisor firms attaching statements, plans and signed documents to client records consume that quickly.
- Custom objects arrive only at Premier (20 types, 200 fields each). Firms that want to model anything beyond Wealthbox's built-in schema are $99/user customers by definition.