Tech riderRev. 23 Sept 2026
Wealthbox
- 1Runs onWeb, iOS, Android
- 2Costsfree trial
- 3Free trialYes
- 4Visual sales pipelineYes
- 5Email syncYes
- 6AI featuresYes
- 7Mobile appYes
7 lines stated Written from the maker's own pages: wealthbox.com
Overview
Wealthbox is ranked #42 of 242 in CRM software on Specifiction, 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 plansPremier Not published 5 opportunity pipelines · 10 GB file storage · 5 workspaces wealthbox.com · 23 Sept 2026
Compared on CRM software
- Free plan
- Nowealthbox.com
- Free trial
- Yeswealthbox.com
- Visual sales pipeline
- Yeswealthbox.com
- Email sync
- Yeswealthbox.com
- AI features
- Yeswealthbox.com
- Mobile app
- Yeswealthbox.com
Company
- Founded
- 2014wealthbox.com · 28 Sept 2026
- Headquarters
- Providence, Rhode Island, United Stateswealthbox.com · 28 Sept 2026
Best Wealthbox alternatives
See all 12 All accessCh 01 Zoho CRM Free planFree trialAndroid from $14/mo9.3 All accessCh 02 Freshsales Free planFree trialAndroid from $0.75/mo9.1 All accessCh 03 eWay-CRM Free planFree trialWeb from $10/mo9.0 All accessCh 04 HubSpot CRM Free planFree trialAndroid from $15/mo8.9 All accessCh 05 Freshworks CRM Free planFree trialWeb from $9/mo8.8 All accessCh 06 Vtiger CRM Free planFree trialAndroid from $12/mo8.8
Where it ranks on Specifiction
- Best CRM Software in 2026#42 of 242
- Best Financial Advisor Software in 2026#9 of 31
- Best Financial Services CRM Software in 2026#13 of 28
Is Wealthbox yours?
Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.
Sources
- wealthbox.com· checked 28 Sept 2026
- wealthbox.com/pricing/· checked 23 Sept 2026