Pipedrive vs Wealthbox: Complete Comparison (2026)
An in-depth comparison of Pipedrive and Wealthbox to help you choose the right tool for your business.
Last updated: November 2026
Pipedrive
6.9/10
Pipedrive is a sales CRM built around visual deal pipelines, helping small and mid-sized sales teams track deals, contacts, activities and email in one place.
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 |
| Customization | 6/10 | 6/10 |
| Analytics | 5/10 | 6/10 |
| Integration | 8/10 | 8/10 |
| Support | 6/10 | 5/10 |
| Ease of Use | 9/10 | 9/10 |
| Security | 7/10 | 7/10 |
| Cost | 7/10 | 5/10 |
| Scalability | 5/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $24/user/mo Lite | $65/user/mo Basic |
| Estimated cost for 10 users | $240/mo Lite | $650/mo Basic |
| Features | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Lead Management | Not listed | |
| Marketing Automation | Not listed | |
Pipedrive vs Wealthbox cost by team size
Pipedrive costs less at every team size we checked.
| Team size | Pipedrive | Wealthbox |
|---|---|---|
| 1 user | $24/moLite | $65/moBasic |
| 5 users | $120/moLite | $325/moBasic |
| 10 users | $240/moLite | $650/moBasic |
| 25 users | $600/moLite | $1,625/moBasic |
| 50 users | $1,200/moLite | $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 Pipedrive
- Lower estimated cost for 10 users: $240/mo vs $650/mo
- Higher Cost score (7/10 vs 5/10)
- Higher Support score (6/10 vs 5/10)
- Better fit for sales teams (9/10 vs 3/10)
Why choose Wealthbox
- Higher Analytics score (6/10 vs 5/10)
- Higher Scalability score (6/10 vs 5/10)
Pros & Cons
Pipedrive
Pros
- Sales reps can pick up the drag-and-drop pipeline view quickly, and ease of use is the strength reviewers mention most often on G2 and Capterra.
- The marketplace has more than 500 integrations, including telephony apps such as Aircall, CloudTalk and Kixie that log calls as deal activities.
- Lite starts at 14 dollars per seat per month on annual billing, which is cheap for a CRM with pipeline management and AI report generation.
- Premium bundles LeadBooster, e-signature documents and Projects, which cost extra on lower plans.
Cons
- Reviewers often criticize reporting as thin, hard to customize or manual. About 39 percent of reporting-related Capterra reviews are negative.
- Email sync and automations are not available on Lite, so most teams will need Growth or higher.
- Web calling is not built in and needs a third-party Marketplace app, though the mobile apps can place and log calls.
- Email marketing (Campaigns) and Web Visitors are paid add-ons on every plan, so the total cost can rise well above the seat price.
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
Pipedrive scores higher on our CRM criteria: 6.9/10 against 6.7/10 for Wealthbox. The largest gap is in Cost: 7/10 for Pipedrive and 5/10 for Wealthbox.
Pipedrive costs less for 10 users: about $240/mo on its Lite plan, against about $650/mo on its Basic plan for Wealthbox, billed monthly.
No, neither Pipedrive nor Wealthbox lists a free plan.
Pipedrive is the better fit for sales teams: we rate it 9/10 for them, against 3/10 for Wealthbox.
