Redtail CRM vs Wealthbox
crm comparison · Updated June 2026
Wealthbox
crm · paid
Modern CRM for financial advisors with AI workflow automation
Quick Comparison
| Feature | Redtail CRM | Wealthbox |
|---|---|---|
| Category | crm | crm |
| Pricing Model | paid | paid |
| Price Range | $99/database/mo (15 users) | $45-$72/user/mo |
| Free Tier | ✗ No | ✗ No |
| Target Market | SMB / Mid-market | SMB / Mid-market |
| Affiliate Program | ✗ No | ✗ No |
In-Depth Look
Redtail CRM
CRM designed specifically for financial advisors with workflow automation, document management, calendar integration, compliance archiving, and integrations with 130+ fintech providers. Used by 100,000+ financial professionals.
Visit Redtail CRM →Wealthbox
CRM built specifically for financial advisors with AI-powered workflow automation, custodian integrations, email tracking, and pipeline management. Clean, modern interface designed for solo advisors and small RIAs.
Visit Wealthbox →Used by These Professions
The Bottom Line
Both Redtail CRM and Wealthbox are strong options in the crm space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.
Both are accessible to SMB and mid-market teams with transparent pricing.
The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Redtail CRM first, then evaluating Wealthbox if it doesn't meet your needs.