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.
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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
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Use this estimate to align with your team, then start a trial or subscription.
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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.