Wealthbox is ranked #86 of 242 in CRM software on Freedom251, made by Wealthbox (Providence, Rhode Island, United States). It runs on Web, iOS, Android. There is no free plan. A free trial is offered.

Wealthbox plans and pricing

All plans

Basic Not published 1 opportunity pipeline · 2 GB file storage wealthbox.com · 23 Sept 2026

Pro Not published 3 opportunity pipelines · 5 GB file storage wealthbox.com · 23 Sept 2026

Premier Not published 5 opportunity pipelines · 10 GB file storage · 5 workspaces wealthbox.com · 23 Sept 2026

Enterprise Not published Unlimited workspaces wealthbox.com · 23 Sept 2026

Compared on CRM software

Free plan: No
Free trial: Yes
Visual sales pipeline: Yes
Email sync: Yes
AI features: Yes
Mobile app: Yes

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