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Wealthbox
by Wealthbox
What Wealthbox is
Wealthbox is a paid service for managing opportunity pipelines, with email sync and AI features. It runs on the web and has iOS and Android apps. Its four plans differ in the number of opportunity pipelines, file storage and, on higher tiers, workspaces. Basic includes one pipeline and 2 GB of storage; Pro provides three pipelines and 5 GB. Premier raises these allowances to five pipelines and 10 GB, and includes five workspaces. Enterprise includes unlimited workspaces. Wealthbox offers a 14-day trial, but no free plan. The maker, Wealthbox, was founded in 2014 and is headquartered in Providence, Rhode Island, United States. Buyers can use the plan allowances to identify a tier that fits their pipeline and storage needs, while teams needing workspaces can consider Premier or Enterprise. The service is available through its website as well as mobile apps.
Who it suits
Wealthbox suits people who need opportunity pipeline management, email sync and access on web and mobile. It may also suit buyers who want to choose a plan based on pipeline, storage or workspace allowances.
What it does well
- Works on web, iOS and Android.
- Includes a visual sales pipeline.
- Email sync is included.
- AI features are listed.
- Premier includes five workspaces; Enterprise has unlimited workspaces.
What to know first
- There is no free plan.
- Basic includes only one opportunity pipeline.
Limits
The 14-day trial is available, but there is no free plan. Basic includes one opportunity pipeline and 2 GB of file storage; higher plan allowances vary, with Enterprise offering unlimited workspaces.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | per user / month · Contact and household management · task management · 1 opportunity pipeline · calendar and meetings · 2 GB storage | $59 a month |
| Pro | per user / month · Everything in Basic · workflows and automations · two-way email sync · broadcast email · 3 opportunity pipelines | $75 a month |
| Premier | per user / month · Everything in Pro · customizable dashboards and homepages · workflow template sharing · API development support · 5 workspaces | $99 a month |
| Enterprise | Everything in Premier · enterprise SSO · dedicated account manager · unlimited workspaces · priority enterprise support | On request |
As wealthbox.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Wealthbox website.
- Choose a plan: Basic, Pro, Premier or Enterprise.
- Start the 14-day trial.
- Use Wealthbox on the web, or access it through the iOS or Android app.
Verdict
Choose Wealthbox if you want pipeline management, email sync and mobile access, with plan tiers distinguished by pipeline, storage and workspace allowances. Look elsewhere if you need a free plan or need to compare listed prices before starting.
Questions
Does Wealthbox have a free plan?
No. It offers a 14-day trial.
Which platforms does Wealthbox support?
Web, iOS and Android.
What are the differences between the plans?
Basic has one pipeline and 2 GB storage; Pro has three pipelines and 5 GB. Premier has five pipelines, 10 GB and five workspaces, while Enterprise has unlimited workspaces.
Who makes Wealthbox?
Wealthbox is made by Wealthbox, founded in 2014 and headquartered in Providence, Rhode Island, United States.
Facts from Wealthbox's own pages
- AI Assistant
- The AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval. · help.wealthbox.com, 21 Oct 2026
- AI features
- Yes · wealthbox.com, 23 Sept 2026
- AI Notetaker update
- A July 15, 2026 release added financial-account context, prompt editing, flexible call recording, branded notetaker identity and proposed CRM updates from meeting content. · wealthbox.com, 21 Oct 2026
- API documentation
- Developer documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint. · dev.wealthbox.com, 21 Oct 2026
- API throttling
- API access tokens are limited to one request per second over a five-minute sampling period, with short bursts allowed. · dev.wealthbox.com, 21 Oct 2026
- Chrome extension
- The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in. · help.wealthbox.com, 21 Oct 2026
- Company ownership
- LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc. · linkedin.com, 21 Oct 2026
- Contact management
- The CRM stores client details, communication history, financial data and household relationships in a searchable hub. · wealthbox.com, 21 Oct 2026
- Dashboards and reporting
- Users can create custom reports, charts and dashboards, with Wealthbox AI generating reports from natural-language descriptions. · wealthbox.com, 21 Oct 2026
- Email sync
- Yes · wealthbox.com, 23 Sept 2026
- Email synchronization
- Wealthbox can connect inboxes so emails, meetings and follow-ups associate with client relationships. · wealthbox.com, 21 Oct 2026
- Founded
- Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. · wealthbox.com, 21 Oct 2026
- Free plan
- No · wealthbox.com, 23 Sept 2026
- Free trial
- Yes · wealthbox.com, 23 Sept 2026
- Funding news
- Providence Business First reported on August 6, 2025 that Starburst Labs raised $152 million. · bizjournals.com, 21 Oct 2026
- Headquarters
- A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. · bizjournals.com, 21 Oct 2026
- Integrations
- Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. · wealthbox.com, 21 Oct 2026
- Licence
- Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors. · wealthbox.com, 21 Oct 2026
- Limit: Android app
- A Google Play reviewer reported intermittent AI Notetaker failures and requested quicker access to household-member details. · play.google.com, 21 Oct 2026
- Limit: pricing
- Some reviewers consider Wealthbox expensive compared with other CRM products. · softwareadvice.com, 21 Oct 2026
- Limit: reporting and automation
- Reviewers request more reliable reporting, field customization and deeper workflow automation. · softwareadvice.com, 21 Oct 2026
- Limit: support channel
- Some reviewers say customer support would be better with a readily available phone number instead of email-only troubleshooting. · capterra.com, 21 Oct 2026
- Limit: workspace data transfer
- A reviewer reports that data cannot be transferred between Wealthbox workspaces. · softwareadvice.com, 21 Oct 2026
- Meetings
- Meetings are available to all subscriptions at no extra cost and connect calendar events with preparation, collaboration and follow-up. · help.wealthbox.com, 21 Oct 2026
Where Wealthbox stands on Freedom251
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