Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitRedtail CRM vs Wealthbox
What both publish
| Fact | Redtail CRM | Wealthbox |
|---|---|---|
| AI features | Yes | Yes |
| Company ownership | G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022. | LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc. |
| Contact management | Contacts can be segmented with customizable fields and tagged or categorized to make records easier to search and edit in groups. | The CRM stores client details, communication history, financial data and household relationships in a searchable hub. |
| Email sync | Yes | Yes |
| Founded | 2003 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Free plan | No | No |
| Free trial | Yes | Yes |
| Headquarters | Omaha, Nebraska, United States | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Mobile app | The companion mobile app provides access to CRM contacts, calendar items, meetings, and opportunities. | Yes |
| Public API | Redtail describes its API as REST-based and says it has over 100 endpoints for CRM data including contacts, calendar, opportunities, and workflows. | The public REST API supports reading and writing contacts, households, tasks, events, notes, opportunities and projects, with access tokens for personal integrations and OAuth for partner applications. |
| Rating on Apple App Store | 4.6 out of 5 from 693 ratings | 4.8 out of 5 from 1.7K ratings |
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.
Pick Wealthbox if…
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.