Wealthbox CRM Pricing: What an Advisory Team of 3 or 10 Pays

Each plan builds on the one before it. The differences that move the price are workflows and email sync (Pro), then dashboards and workspaces (Premier), then single sign-on and account support (Enterprise). The page prints every price as “per user / month”.

Pipeline counts and storage come from the plan-comparison table lower on the same page. In its FAQ, Wealthbox says that for most advisory firms the Pro plan offers the best value, because that is where workflows, email sync and broadcast email begin. Treat Basic as a place to start rather than the plan most teams stay on.

The prices are printed as “per user / month” with no toggle and no mention of annual discounts. The “Start free trial” buttons link to sign-up addresses that contain a “year” plan code, which hints at annual plans, but the visible text never confirms it. We therefore do not claim either basis. If you are comparing against a tool priced monthly, ask Wealthbox whether $75 is a month-to-month price or a monthly equivalent of a yearly commitment. The page does say you can upgrade or downgrade at any time, with changes starting at the next billing cycle, and the text we read states no minimum number of users (an absence on the page, not a confirmed policy).

The totals below are the listed per-user price times the headcount, with everyone on the same plan. They exclude tax, the AI Notetaker and anything negotiated for an Enterprise contract.

The Wealthbox rows use the page's per-user figures, whose billing basis is not stated. The “x 12 months” columns simply multiply by twelve and do not imply that Wealthbox bills annually. The AI Notetaker row assumes the $49 introductory rate holds for the whole year, which the page does not promise. The last row is a monthly-billed US$12 per user with no annual figure, since we do not publish one.

Wealthbox lists AI Notetaker as an add-on under all four plans and shows an introductory rate of $49 per user per month. That is a large share of the seat price: on Pro it takes one user from $75 to $124. Because the rate is called introductory, the lasting price is unknown to us. If meeting notes are the reason you are looking, ask what the rate becomes and whether every user needs the add-on or only the advisors who run client meetings. The feature table has rows named AI Assistant and AI Agents, but the extracted text did not show which plans include them, so plan placement is not stated here.

HelloGrowthCRM is a CRM with an AI layer, a built-in dialer and WhatsApp on Meta's official Cloud API. It is not built for regulated advisor workflows, and we make no compliance claims. The table sets what Wealthbox shows on its pricing page beside what our product pages describe.

For a registered advisory practice, the first three rows are usually the buying criteria, and a general CRM does not replace them. For a firm that also prospects by phone and chat, the last two rows are where a sales CRM adds something Wealthbox's pricing page does not mention. Absence from a pricing page is not proof of absence in the product, so ask Wealthbox directly about calling and messaging if they matter.

HelloGrowthCRM suits the front of the funnel: tracking prospects in a deal pipeline, scheduling follow-up tasks, calling from the CRM dialer with call recording , and messaging over WhatsApp . Teams that outbound heavily, for example a lead-generation desk that books first meetings for advisors, may value that more than household records. Once a prospect becomes a client with regulated records, those records belong in a system built for that job.

Three situations point away from us. You must archive client notes under a regulator's rules. You need a custodian or portfolio feed in the CRM. Or your team wants household-level views of a client family. In those cases Wealthbox, or another advisor CRM, is the safer choice, and the price gap is not the deciding factor. Our page on a CRM for financial advisors covers the prospecting side; that page is about prospecting and pipeline, not regulated record-keeping.

First, count the people who will use the CRM daily, not the whole firm. Wealthbox prices per user, so ask whether assistants and operations staff need their own seats before you multiply. Second, decide whether workflows and email sync are essential. If they are, Pro at $75 is the realistic floor, which makes three users $225 a month. Third, decide on the AI Notetaker before the quote, because at $49 it can add 65% to a Pro seat. Run the same count on any alternative, keeping billing term and tax treatment the same. Our Zoho CRM pricing page shows the same exercise for a general-purpose vendor, and our own plans are on the pricing page.

For the prospecting job described above, HelloGrowthCRM lists US$12 per user per month on monthly billing, or Rs 899 per user per month plus 18% GST in India, and a Free plan is available. Wealthbox and HelloGrowthCRM are priced for different work, so the sensible reading of the numbers is not that one is cheaper but that a prospecting desk and a client-record system are separate purchases.

• Wealthbox Basic $59, Pro $75, Premier $99, Enterprise custom, per user / month; AI Notetaker add-on at an introductory $49 per user / month; feature and storage table; 14-day free trial; SOC 2 Type II statement; plan-change rule: wealthbox.com/pricing, read on 22 October 2026, US dollars. The page does not state the billing term and names no custodian integration.
• Every total in the tables is a per-user price multiplied by headcount (and by 12 where labelled); no tax or discounts are applied.
• HelloGrowthCRM seat prices (US$12 monthly; Rs 899 plus 18% GST) are quoted from our /pricing page.
• Wealthbox can change any of this at any time, so confirm figures with Wealthbox before you sign.