Pricing
Wealthbox pricing
As wealthbox.com lists them, read 21 Oct 2026. The maker's own page has the final word.
| 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 |
From wealthbox.com.