Head to head · prices verified Oct 14, 2026
Wealthbox vs Redtail
Redtail costs less to start: $39/user/mo vs $59/user/mo. Here's who each one is for, and what a 10-person team pays in year one.
The verdict
Best for independent advisors
Choose Wealthbox if…
RIAs that want a CRM advisors enjoy using.
Skip it if: Enterprise wealth firms with heavy compliance workflows.
Wealthbox pricingBest low-cost advisor CRM
Choose Redtail if…
Small advisory practices on a budget.
Skip it if: Practices over five users, which need the $59 Growth plan.
Redtail pricingSide by side
| Wealthbox | Redtail | |
|---|---|---|
| Best for | Best for independent advisors | Best low-cost advisor CRM |
| Industry | Financial advisors | Financial advisors |
| Starting price | $59/user/moBasic | $39/user/moLaunch, annual (up to 5 users) |
| Pricing | Published | Published |
| Team size | 1–100 users | 1–5 users |
| Free plan | No | No |
| 10-user first year | $7,080 | $4,680 |
| Integrations | Google WorkspaceMicrosoft 365 | Microsoft 365 |
| Strengths | Clean, fast interface · Published pricing | Lowest advisor CRM price · Long track record in wealth |
| Watch out for | Lighter reporting than enterprise tools | Interface feels older |
Plans compared
Questions buyers ask
Is Wealthbox cheaper than Redtail?
Redtail costs less to start: $39/user/mo vs $59/user/mo.
Who should choose Wealthbox?
RIAs that want a CRM advisors enjoy using.
Who should choose Redtail?
Small advisory practices on a budget.