Tool profile
Wealthbox: cost, fit and limits
Wealthbox is a CRM for financial advisory firms made by Wealthbox, LLC that manages contacts, households, tasks, pipelines and workflows, with AI agents and an optional AI Notetaker. It is priced per user across three plans and an enterprise tier, and it publishes a developer API.
What to know first
Wealthbox is a relationship system first and an AI product second. Basic, Pro and Premier differ by automation and customization, from one pipeline to five workspaces, and AI agents are described as included on all plans. The notetaker is a separate $49 add-on per user, and Vault storage costs $29. A 14-day trial is offered, and plan changes take effect at the next billing cycle.
Wealthbox at a glance
| Maker | Wealthbox, LLC, United States |
|---|---|
| Free plan | Free trial only |
| Entry price | $59 per user per month |
| API access | Yes |
| Category | Best AI Wealth Management Software in 2026, rank 4 of 10 |
| Website | wealthbox.com |
Who Wealthbox is best for
Small firms replacing spreadsheets and email
Basic at $59 per user gives contacts, households, tasks, one pipeline, a calendar and 2 GB of storage, which covers the core record-keeping before any AI features.
Firms with repeatable client processes
Pro at $75 adds workflows and automations, two-way email sync and three pipelines, which suits onboarding or annual-review routines that repeat for every client.
Practices that want to build their own agents
The pricing page says AI Agents come with every plan, with 24 prebuilt agents and the option to build your own, which lets a firm shape tasks without a larger contract.
Firms with a developer or integrator
A developer API and partner app integrations are listed, which lets a firm wire Wealthbox to tools that Zocks or Jump then write into.
Wealthbox plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Basic | $59 per user per month | Contacts and households, tasks, one opportunity pipeline, calendar and meetings and 2 GB storage. A 14-day free trial is offered. |
| Pro | $75 per user per month | Basic plus workflows and automations, two-way email sync, broadcast email and three pipelines. Pro suits firms that run repeated client processes. |
| Premier | $99 per user per month | Pro plus customizable dashboards and homepages, workflow template sharing and five workspaces. Premier suits firms that run several teams. |
| Enterprise | Custom pricing | Premier plus enterprise SSO, a dedicated account manager, unlimited workspaces and priority support. It is quoted rather than priced on the page. |
| Add-ons | AI Notetaker $49, Vault $29 per user per month | The notetaker prepares before a call, captures the conversation and writes the summary and follow-up to the contact record. Vault files are readable by Wealthbox AI. |
Checked November 2026.
What Wealthbox does
- Households and relationships
- Wealthbox groups contacts into households and ties tasks, notes and opportunities to them, which keeps a family's records together rather than per person. Opportunities and calendar items attach to the same household record.
- Workflows and pipelines
- Pro adds workflows and automations and three pipelines, and Premier extends that to five workspaces, so a firm can model onboarding, reviews and prospects separately.
- AI Assistant and Agents
- An AI Assistant and AI Agents are listed as features, and a blog excerpt on the page says 24 prebuilt agents are included on all plans.
- AI Notetaker add-on
- The add-on preps a user before a call, captures the conversation and writes the summary and follow-up to the contact record, so the note lives next to the relationship history.
- Archiving and access controls
- The page lists compliant note archiving, session timeout and two-factor authentication with workspace-wide enforcement, which supports firms with supervision duties. Supervision tasks can then rely on stored notes instead of exported files.
How Wealthbox handles your data
Wealthbox describes itself as SOC 2 Type II certified and says it uses bank-level security and 256-bit encryption, with two-factor authentication that can be enforced across a workspace and compliant note archiving. The privacy policy describes optional AI features that process input data such as contact and technical information, says stored AI input data is kept until a user asks for removal, and lets consumers opt out of having their data used in an AI feature or model. It does not state whether customer data trains models, so the vendor's policy was not clear on that point.
Where Wealthbox falls short in practice
- AI costs sit on top of the plan. A Pro user who wants the notetaker pays $75 plus $49, or $124 per month before storage, which is more than some dedicated notetakers cost on their own.
- No portfolio or planning engine. Wealthbox does not list performance reporting, billing or financial planning, so firms still pair it with a portfolio system and a planning tool. Firms often keep a separate planning system alongside it.
- Tier details are hard to map. The feature table on the pricing page does not clearly show which tiers include partner app integrations and API support, so confirm them before committing.
Works with
Alternatives to Wealthbox
Wealthbox: common questions
Are AI Agents included in every Wealthbox plan?
A blog excerpt on the pricing page says AI Agents are included on all plans with 24 prebuilt agents or the option to build your own. The page lists the AI Notetaker as a separate $49 add-on, so confirm each agent in the trial.
What does Wealthbox cost for ten users?
Ten users cost $590 a month on Basic, $750 on Pro or $990 on Premier at the listed per-user prices. Adding the AI Notetaker for all ten adds $490 monthly. Enterprise pricing is custom and quoted separately. Enterprise pricing is separate, so large firms should request a quote.
Does Wealthbox offer a free trial?
Yes. The pricing page lists a free 14-day trial. It also says plan changes take effect at the start of the next billing cycle, so a firm should pick the plan it expects to use after the trial. Ask whether trial data carries over if you upgrade later.
Is Wealthbox SOC 2 certified?
The company describes itself as SOC 2 Type II certified and cites 256-bit encryption. The page also lists two-factor authentication, workspace-wide enforcement and session timeout. Request the report itself if your compliance team needs to review it. The vendor did not publish the audit period on the page read.
Can I opt out of AI use of my data in Wealthbox?
The privacy policy says consumers can opt out of having personal information that a user put into an AI feature or model used that way, and that stored AI input data stays until a user asks for removal. Ask for the opt-out process in writing before using the notetaker.