Wealthbox Pricing 2026: Plans, Costs & Hidden Fees
Complete pricing breakdown to help you choose the right plan
Starting at
$59/mo
Plans available
3
Pricing model
free trial
Pricing last verified: February 21, 2026
Wealthbox Pricing Plans
Basic
$59/month
- Contact management
- Activity stream
- Email integration
- Task management
- Basic reporting
- 1 pipeline
Most Popular
Pro
$75/month
- All Basic features
- Workflow automation
- Multiple pipelines
- Project tracking
- Social media feeds
- Advanced reporting
Premier
$99/month
- All Pro features
- Custom roles and permissions
- Advanced security controls
- Priority support
- API access
- Dedicated success manager
Hidden Costs to Consider
Implementation & Setup
Many enterprise software solutions charge implementation fees ranging from a few hundred to thousands of dollars. Ask about setup costs before committing.
Training & Onboarding
Training sessions, dedicated onboarding, and certification programs may incur additional costs beyond the subscription fee.
Integrations & Add-ons
Premium integrations, API access, or additional modules may require separate licenses or higher-tier plans.
Overage Charges
Exceeding user limits, storage caps, or API call quotas can result in unexpected charges. Understand your limits before signing up.
How Wealthbox Pricing Compares
| Software | Starting Price | Pricing Model | Rating | |
|---|---|---|---|---|
| Wealthbox | $59/mo | free trial | 8.1/10 | Current |
| Salesforce Sales Cloud | $25/mo | subscription | 8.9/10 | |
| Salesforce Sales Cloud | $25/mo | subscription | 8.2/10 | |
| HubSpot CRM | $0/mo | freemium | 8.5/10 |
Wealthbox Pricing FAQ
Ready to get started with Wealthbox?
Visit their website to start your free trial or request a demo.