Updated March 2026
Financial Advisor CRM Pricing Comparison
Side-by-side pricing and feature comparison of the top CRMs for financial advisors. See exactly what you get for your money.
Side-by-side pricing and feature comparison of the top CRMs for financial advisors. See exactly what you get for your money.
$47/mo
per seat
$59/mo
per user (Plus)
$99/mo
per database
$300/mo
per user
What's included
What's actually included at each price point
| Feature | Wealth Advisor CRM | Wealthbox | Redtail | Salesforce |
|---|---|---|---|---|
| Unlimited Clients | Yes | Yes | No | Yes |
| AI-Powered Assistant | Yes | No | No | Yes |
| Trade Blotter & Commissions | Yes | No | No | No |
| Full Financial Profiles & Net Worth | Yes | No | No | Yes |
| Opportunity Pipeline | Yes | Yes | Yes | Yes |
| Email & Calendar Sync | Yes | Yes | Yes | Yes |
| Form & App Tracking | Yes | No | No | Yes |
| Mobile-Responsive | Yes | Yes | No | Yes |
| Team Collaboration | Yes | Yes | Yes | Yes |
| CRM Import / Migration | Yes | Yes | Yes | Yes |
| Customizable Dashboard | Yes | No | No | Yes |
| Document Management | Yes | Yes | Yes | Yes |
Cost over a year
For a solo advisor with all features needed
$564
$47/mo
All features included
$708
$59/mo
No AI, no trade blotter
$1,188
$99/mo
No AI, limited mobile, add-on fees
$3,600
$300/mo
Enterprise — requires customization
Wealth Advisor CRM starts at $47/month per seat with every feature included. Wealthbox starts at $49/month but locks key features behind higher tiers. Redtail is $99/month per database. Salesforce Financial Services Cloud starts at $300/month per user.
Yes. Wealth Advisor CRM is $47/month with all features included and no per-tier restrictions. Wealthbox's comparable plan (Plus) is $59/month, and their Premier plan with workflow automation is $65/month.
Redtail's $99/month base includes 15 users but limits contacts and locks features like imaging behind add-on fees. For growing firms, the total cost of ownership can exceed expectations.
Salesforce Financial Services Cloud is $300/month per user because it's an enterprise platform that requires significant customization. Most solo or small-firm advisors find it overpowered and overpriced for their needs.
For most independent and solo financial advisors, Wealth Advisor CRM offers the best value — $47/month with AI-powered features, trade blotter, financial profiles, and unlimited clients that competitors charge extra for or don't offer at all.
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