Pricing · 2026
Wealthbox pricing
4 plans on the record · a free trial
Every plan
Basic
$59 a month
per user / month
Contact and household management · task management · 1 opportunity pipeline · calendar and meetings · 2 GB storage
Read 21 Oct 2026 · wealthbox.com
Pro
$75 a month
per user / month
Everything in Basic · workflows and automations · two-way email sync · broadcast email · 3 opportunity pipelines
Read 21 Oct 2026 · wealthbox.com
Premier
$99 a month
per user / month
Everything in Pro · customizable dashboards and homepages · workflow template sharing · API development support · 5 workspaces
Read 21 Oct 2026 · wealthbox.com
Enterprise
Priced on request
Everything in Premier · enterprise SSO · dedicated account manager · unlimited workspaces · priority enterprise support
Read 21 Oct 2026 · wealthbox.com