Wealthbox Pricing
Every Wealthbox plan with its monthly and annual price, what it costs for common team sizes, and a calculator to estimate your own monthly cost before you buy.
Cheaper alternatives to WealthboxRead our Wealthbox reviewCompare CRM pricing
Plans and prices
| Plan | Monthly billing | Annual billing (per month) | Per user or flat | Users | Free tier |
|---|---|---|---|---|---|
| Basic | $65/user/mo | $65/user/mo | Per user | No limit listed | No |
| Pro | $85/user/mo | $85/user/mo | Per user | No limit listed | No |
| Premier | $119/user/mo | $119/user/mo | Per user | No limit listed | No |
| Enterprise | Contact sales | Contact sales | — | No limit listed | No |
Prices last updated November 2026.
What Wealthbox costs by team size
| Team size | 1 user | 5 users | 10 users | 25 users | 50 users |
|---|---|---|---|---|---|
| Monthly cost | $65/moBasic | $325/moBasic | $650/moBasic | $1,625/moBasic | $3,250/moBasic |
The plan that fits each team size, billed monthly, before add-ons and usage charges.
Add-ons
| Add-on | Monthly billing | Annual billing (per month) | Charged |
|---|---|---|---|
| AI NotetakerPrepares you before calls, captures meetings, and writes summaries and follow-ups to the contact record. | $49 | Not listed | Per user |
| VaultNative document storage attached to client records, searchable by Wealthbox AI. | $29 | Not listed | Per user |
Wealthbox Pricing Calculator
Estimate your team's real monthly and annual cost based on seats, billing cycle, and add-ons.
Cost breakdown
Estimated from the vendor's published prices, last updated November 2026. Actual costs may vary based on negotiated contracts. How we collect prices
Ready to try Wealthbox?
Use this estimate to align with your team, then start a trial or subscription.
Visit WealthboxBetter value alternatives
See what similar tools would cost for the same team size.
Wealthbox pricing FAQs
Yes. You can upgrade or downgrade at any time, and the change takes effect at the start of the next billing cycle.
Per user per month: Basic $65, Pro $85, Premier $119. Enterprise is priced on request. The sign-up links point to annual plans, so confirm the billing terms before buying.
No, Wealthbox does not list a free plan. Its cheapest paid plan is Basic, at $65/user/mo billed monthly.
Wealthbox lists 4 plans. The cheapest paid plan is Basic, at $65/user/mo billed monthly.
Wealthbox costs about $650/mo for 10 users on its Basic plan, billed monthly, before add-ons and usage charges.
Yes. Every Wealthbox paid plan with a listed price charges per user, so the cost grows with your team.
Nothing: billed annually, Wealthbox costs the same per month as billed monthly.
Yes. Wealthbox sells add-ons on top of its plans: AI Notetaker and Vault.