Wealthbox vs Insightly: Complete Comparison 2026
An in-depth comparison of features, pricing, and user experience to help you make the right choice.
Wealthbox
8.1(410 reviews)
Modern CRM for financial advisors with social media feeds, opportunity tracking, and clean interface design.
Insightly
CRM that combines customer relationship management with project management and delivery tracking.
Quick Comparison
| Aspect | Wealthbox | Insightly |
|---|---|---|
| Best For | Financial advisors who value modern UX and want a CRM their team will actually use | Professional services and consulting firms |
| Pricing Model | Free Trial | Freemium |
| Starting Price | $59/mo | Free |
| Deployment | cloud | cloud |
| Platforms | WEB, IOS, ANDROID | WEB, IOS, ANDROID |
| Rating | 8.1/10 | 7.9/10 |
Pros & Cons
Wealthbox
Pros
- Cleanest, most modern interface in the financial advisor CRM category
- Social media activity stream creates natural touchpoints for client engagement
- Learning curve is remarkably short — most teams are productive within two days
- Strong API and 30+ integrations with financial planning and portfolio tools
- Kanban pipeline boards make opportunity tracking visual and intuitive
Cons
- Per-user pricing gets expensive quickly for firms with 10+ advisors
- Compliance tracking is lighter than Redtail and lacks deep audit trail features
- Reporting capabilities are growing but still limited for power users
- Custodian integrations exist but are not as deep as Redtail offerings
- No built-in seminar or event management module
Insightly
Pros
- Unique CRM + project management combination
- Deal-to-project conversion streamlines handoffs
- Good relationship linking and mapping
- Solid Google Workspace integration
Cons
- CRM features less advanced than dedicated CRM tools
- Project management less robust than dedicated PM tools
- Interface feels dated compared to newer competitors
- Mobile app needs improvement
Pricing Comparison
| Product | Pricing Model | Starting Price |
|---|---|---|
| Wealthbox | free trial | $59/mo |
| Insightly | freemium | Free0 |
Our Verdict
Choose Wealthbox if...
Financial advisors who value modern UX and want a CRM their team will actually use
Choose Insightly if...
Professional services and consulting firms
Still Not Sure?
Explore more alternatives or read in-depth reviews to make your decision.