Wealthbox
Wealthbox is paid software available through the web, iOS, and Android.
What Wealthbox is
Wealthbox is paid software available through the web, iOS, and Android. Its listed tools include a visual sales pipeline, email synchronization, AI features, and a mobile app. Wealthbox was founded in 2014; the maker is Wealthbox, headquartered in Providence, Rhode Island, United States. Four plans are listed. Basic provides one opportunity pipeline and 2 GB of file storage. Pro provides three opportunity pipelines and 5 GB of storage. Premier provides five opportunity pipelines, 10 GB of storage, and five workspaces. Enterprise provides unlimited workspaces. A 14-day trial is available, but there is no free plan. The tier structure centers on opportunity-pipeline count, file-storage capacity, and workspace allowances. Buyers can therefore compare the listed limits with the number of pipelines, stored files, or workspaces their organization requires. Cross-platform access makes the service available on desktop browsers and mobile devices.
Good
- Visual sales pipeline
- Email synchronization
- AI features and mobile app
- Available on web, iOS, and Android
- 14-day trial
Watch out
- No free plan
- Basic includes one opportunity pipeline
- Basic storage is limited to 2 GB
Who it suits
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.
Verdict
Wealthbox offers cross-platform sales-pipeline software with email sync, AI features, and four stated tiers. The 14-day trial provides an evaluation period, while unlisted prices and tier limits should be checked before choosing a plan.
Plans and prices
From Wealthbox's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $59 a month | Contact and household management · task management · 1 opportunity pipeline · calendar and meetings · 2 GB storage · per user / month |
| Pro | $75 a month | Everything in Basic · workflows and automations · two-way email sync · broadcast email · 3 opportunity pipelines · per user / month |
| Premier | $99 a month | Everything in Pro · customizable dashboards and homepages · workflow template sharing · API development support · 5 workspaces · per user / month |
| Enterprise | Priced on request | Everything in Premier · enterprise SSO · dedicated account manager · unlimited workspaces · priority enterprise support |
The facts
Each one read from Wealthbox's own pages, with the date it was checked.
What it does
- AI Assistant
- The AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval.checked 21 Oct 2026
- AI features
- Yeschecked 23 Sep 2026
- AI Notetaker update
- A July 15, 2026 release added financial-account context, prompt editing, flexible call recording, branded notetaker identity and proposed CRM updates from meeting content.checked 21 Oct 2026
- API documentation
- Developer documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint.checked 21 Oct 2026
- API throttling
- API access tokens are limited to one request per second over a five-minute sampling period, with short bursts allowed.checked 21 Oct 2026
- Chrome extension
- The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in.checked 21 Oct 2026
- Contact management
- The CRM stores client details, communication history, financial data and household relationships in a searchable hub.checked 21 Oct 2026
- Dashboards and reporting
- Users can create custom reports, charts and dashboards, with Wealthbox AI generating reports from natural-language descriptions.checked 21 Oct 2026
- Email sync
- Yeschecked 23 Sep 2026
- Email synchronization
- Wealthbox can connect inboxes so emails, meetings and follow-ups associate with client relationships.checked 21 Oct 2026
- Funding news
- Providence Business First reported on August 6, 2025 that Starburst Labs raised $152 million.checked 21 Oct 2026
- Integrations
- Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars.checked 21 Oct 2026
- Licence
- Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors.checked 21 Oct 2026
- Limit: pricing
- Some reviewers consider Wealthbox expensive compared with other CRM products.checked 21 Oct 2026
- Limit: reporting and automation
- Reviewers request more reliable reporting, field customization and deeper workflow automation.checked 21 Oct 2026
- Limit: support channel
- Some reviewers say customer support would be better with a readily available phone number instead of email-only troubleshooting.checked 21 Oct 2026
- Limit: workspace data transfer
- A reviewer reports that data cannot be transferred between Wealthbox workspaces.checked 21 Oct 2026
- Meetings
- Meetings are available to all subscriptions at no extra cost and connect calendar events with preparation, collaboration and follow-up.checked 21 Oct 2026
The company
- Company ownership
- LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc.checked 21 Oct 2026
- Founded
- Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014.checked 21 Oct 2026
- Headquarters
- A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence.checked 21 Oct 2026
Money
- Free plan
- Nochecked 23 Sep 2026
- Free trial
- Yeschecked 23 Sep 2026
Where it runs
- Limit: Android app
- A Google Play reviewer reported intermittent AI Notetaker failures and requested quicker access to household-member details.checked 21 Oct 2026
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