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Wealthbox Logo

Wealthbox is CRM you’ll actually enjoy.

Last updated: March 2026

Wealthbox Alternatives & Competitors (2026)

Top 6 free alternatives

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Redtail CRM logo

Web-based CRM for financial professionals

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logo
Redtail CRM
logo
Wealthbox

0.5

4.2

Value for money

4.7
39
per user/per month

Starting price

59
per user/per month

0.4

4.0

Functionality

4.4

Contact Database

4.7/5

Contact Management

4.5/5

Collaboration Tools

4.5/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Zoho CRM logo

Customer relationship management solution

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logo
Zoho CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
14
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Activity Dashboard

4.6/5

Access Controls/Permissions

4.5/5

Alerts/Notifications

4.4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Maximizer CRM logo

Customer relationship and lead management solution

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logo
Maximizer CRM
logo
Wealthbox

0.9

3.8

Value for money

4.7
65
per user/per month

Starting price

59
per user/per month

0.5

3.9

Functionality

4.4

Activity Tracking

5/5

Alerts/Notifications

5/5

Activity Dashboard

4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

eWay-CRM logo

Customer relationship management solution

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logo
eWay-CRM
logo
Wealthbox

0.3

4.4

Value for money

4.7
20
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Activity Tracking

4.7/5

Access Controls/Permissions

4.2/5

API

3.8/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

HubSpot CRM logo

CRM and lead management solution

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logo
HubSpot CRM
logo
Wealthbox

0.4

4.3

Value for money

4.7
20
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

Activity Tracking

4.6/5

Alerts/Notifications

4.5/5

Activity Dashboard

4.4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Nimble logo

Contact management & social relationship solution

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logo
Nimble
logo
Wealthbox

0.4

4.3

Value for money

4.7
29.9
per user/per month

Starting price

59
per user/per month

0.2

4.2

Functionality

4.4

Activity Tracking

4.6/5

Contact Database

4.6/5

Calendar Sync

4.5/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Pipedrive logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
Wealthbox

0.3

4.4

Value for money

4.7
19
per user/per month

Starting price

59
per user/per month

0.1

4.3

Functionality

4.4

Activity Tracking

4.8/5

Access Controls/Permissions

4.3/5

Alerts/Notifications

4.3/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Copper logo

The CRM designed for Google Workspace

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logo
Copper
logo
Wealthbox

0.6

4.1

Value for money

4.7
12
per user/per month

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

Activity Tracking

5/5

Alerts/Notifications

4.6/5

Calendar/Reminder System

4.4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

ProBuilt ERP logo

Accounting CRM ERP Business Management

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logo
ProBuilt ERP
logo
Wealthbox

0.3

5.0

Value for money

4.7
39
per user/per month

Starting price

59
per user/per month

0.6

5.0

Functionality

4.4

Accounting

N/A

Accounts Payable

N/A

Accounts Receivable

N/A

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Keap logo

An all-in-one CRM, sales and marketing automation solution

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logo
Keap
logo
Wealthbox

0.9

3.8

Value for money

4.7
299
usage based/per month

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

Activity Dashboard

4.5/5

Appointment Management

4.3/5

Activity Tracking

4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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logo
Sage Intacct
logo
Wealthbox

0.7

4.0

Value for money

4.7
Empty state illustration for "No pricing info"

No pricing info

Starting price

59
per user/per month

0.2

4.2

Functionality

4.4

Activity Tracking

5/5

Accounting

4.6/5

Activity Dashboard

4.6/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Togile logo

Cloud-based customer relationship management software

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logo
Togile
logo
Wealthbox

0.3

5.0

Value for money

4.7
86
/per month

Starting price

59
per user/per month

0.6

5.0

Functionality

4.4

Appointment Management

N/A

Appointment Scheduling

N/A

Approval Process Control

N/A

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

DealCloud logo

Deals, relationship, and firm management software

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logo
DealCloud
logo
Wealthbox

0.5

4.2

Value for money

4.7
Empty state illustration for "No pricing info"

No pricing info

Starting price

59
per user/per month

0.3

4.1

Functionality

4.4

Accounting

N/A

Activity/News Feed

N/A

Activity Planning

N/A

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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logo
Daylite for Mac
logo
Wealthbox

0.3

4.4

Value for money

4.7
25
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Business Process Automation

5/5

Calendar Management

4.7/5

Calendar/Reminder System

4.6/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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logo
Financial Services Cloud
logo
Wealthbox

0.2

4.5

Value for money

4.7
325
per user/per month

Starting price

59
per user/per month
4.4

Functionality

4.4

Accounting

5/5

Activity Dashboard

5/5

Accounting

N/A

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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logo
Less Annoying CRM
logo
Wealthbox

0.2

4.9

Value for money

4.7
15
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Activity Tracking

5/5

API

5/5

Calendar Sync

5/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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logo
Creatio CRM
logo
Wealthbox
4.7

Value for money

4.7
25
per user/per month

Starting price

59
per user/per month

0.3

4.7

Functionality

4.4

Access Controls/Permissions

5/5

Alerts/Notifications

5/5

Activity/News Feed

4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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logo
Bigin by Zoho CRM
logo
Wealthbox
4.7

Value for money

4.7
7
per user/per year

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

API

4.8/5

Activity Dashboard

4.5/5

Access Controls/Permissions

4.4/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

monday.com logo

Project management software

learn more
logo
monday.com
logo
Wealthbox

0.4

4.3

Value for money

4.7
9
per user/per month

Starting price

59
per user/per month

0.1

4.5

Functionality

4.4

Accounting

5/5

360 Degree Feedback

4.8/5

Advertising Management

4.8/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5

EngageBay CRM logo

Integrated sales & marketing software for growing teams

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logo
EngageBay CRM
logo
Wealthbox
4.7

Value for money

4.7
14.99
per user/per month

Starting price

59
per user/per month

0.2

4.6

Functionality

4.4

A/B Testing

5/5

Activity Tracking

5/5

Alerts/Notifications

4.8/5

Top Features

Calendar Management

5/5

Client Management

4.2/5

Access Controls/Permissions

4/5