EspoCRM vs Wealthbox: Complete Comparison (2026)
An in-depth comparison of EspoCRM and Wealthbox to help you choose the right tool for your business.
Last updated: November 2026
EspoCRM
6.9/10
Open-source CRM for small and mid-sized businesses that can be self-hosted free or bought as a per-user cloud subscription.
Wealthbox
6.7/10
Wealthbox is a web-based CRM for financial advisors and wealth management firms, covering households, workflows, pipelines and custodial integrations.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 6.9/10 | 6.7/10 |
| Analytics | 6/10 | 6/10 |
| Cost | 9/10 | 5/10 |
| Customization | 9/10 | 6/10 |
| Ease of Use | 6/10 | 9/10 |
| Integration | 6/10 | 8/10 |
| Scalability | 6/10 | 6/10 |
| Security | 6/10 | 7/10 |
| Support | 5/10 | 5/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | €13/user/mo Basic | $65/user/mo Basic |
| Estimated cost for 10 users | Free Open Source (self-hosted) | $650/mo Basic |
| Features | ||
| Built-in Calling | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Marketing Automation | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Customer Support Management | Not listed | |
| Lead Management | Not listed | |
| Mobile Access | Not listed | |
EspoCRM vs Wealthbox cost by team size
| Team size | EspoCRM | Wealthbox |
|---|---|---|
| 1 user | FreeOpen Source (self-hosted) | $65/moBasic |
| 5 users | FreeOpen Source (self-hosted) | $325/moBasic |
| 10 users | FreeOpen Source (self-hosted) | $650/moBasic |
| 25 users | FreeOpen Source (self-hosted) | $1,625/moBasic |
| 50 users | FreeOpen Source (self-hosted) | $3,250/moBasic |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose EspoCRM
- Has a free plan (Wealthbox does not)
- Higher Cost score (9/10 vs 5/10)
- Higher Customization score (9/10 vs 6/10)
- Better fit for sales teams (7/10 vs 3/10)
Why choose Wealthbox
- Higher Ease of Use score (9/10 vs 6/10)
- Higher Integration score (8/10 vs 6/10)
Pros & Cons
EspoCRM
Pros
- The Entity Manager lets administrators add custom entities, fields and relationships without writing code.
- Every cloud plan includes all official extensions at no extra cost, among them the Sales Pack, VoIP, Google, Outlook and Mailchimp.
- The free, self-hostable open-source core keeps costs very low for small teams.
- You own your database and files and can request copies, which limits lock-in.
- Hosting in Germany is available for teams that need GDPR-friendly data residency.
Cons
- Reviewers say the initial setup of entities, roles and automations takes time and some technical skill.
- G2 reviewers point to a steep learning curve and limited documentation.
- A few reviewers reported slower performance with large datasets.
- Cloud support runs only 12 hours a day, 5 days a week, and the vendor team is very small.
- Self-hosted users must pay for reporting and BPM through the Advanced Pack.
Wealthbox
Pros
- Reviewers on G2 and SmartAsset say advisors can learn it with little training.
- More than 150 integrations with advisor tools such as Schwab, Fidelity, Orion and Addepar, plus Zapier.
- Has its own SOC 2 Type II audit, encrypts data at rest and supports two-factor authentication.
- Per-user pricing keeps costs down for small teams, and AI agents come with every plan.
- Data migration help and onboarding support are available.
Cons
- There is no phone support. Help comes only through tickets, which is a frequent complaint in reviews.
- Workflows, email sync and custom dashboards are only on the higher tiers.
- AI Notetaker and Vault cost extra per user.
- It is built for financial advisors, so it fits general sales teams poorly.
- Some reviewers want more native integrations.
Not sold on either?
Frequently Asked Questions
EspoCRM scores higher on our CRM criteria: 6.9/10 against 6.7/10 for Wealthbox. The largest gap is in Cost: 9/10 for EspoCRM and 5/10 for Wealthbox.
EspoCRM has a free plan; Wealthbox does not list one.
EspoCRM is the better fit for sales teams: we rate it 7/10 for them, against 3/10 for Wealthbox.
