Basic
$59 a month
Contact and household management · task management · 1 opportunity pipeline · calendar and meetings · 2 GB storage
Checked 21 Oct 2026
Plans and prices
Wealthbox pricing
Pro
$75 a month
Everything in Basic · workflows and automations · two-way email sync · broadcast email · 3 opportunity pipelines
Checked 21 Oct 2026
Premier
$99 a month
Everything in Pro · customizable dashboards and homepages · workflow template sharing · API development support · 5 workspaces
Checked 21 Oct 2026
Enterprise
Priced on request
Everything in Premier · enterprise SSO · dedicated account manager · unlimited workspaces · priority enterprise support
Checked 21 Oct 2026