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Pricing · verified Oct 14, 2026

Salesforce Financial Services Cloud pricing: plans, hidden fees and true cost

Salesforce Financial Services Cloud starts at $325/user/mo on the Sales Core plan.

Every Salesforce Financial Services Cloud plan

Prices in USD, per user per month, annual billing where offered. Source: Salesforce. Published

Sales Core$325 /user/mo
Advanced$500 /user/mo
Max$700 /user/mo

What you'll pay in year one

On the Sales Core plan, before taxes and add-ons.

TeamMonthlyFirst year
1 user$325$3,900
5 users$1,625$19,500
10 users$3,250$39,000
25 users$8,125$97,500

Lower-priced alternatives

  • Wealthbox: $59/user/mo (Basic)
  • Redtail: $39/user/mo (Launch, annual (up to 5 users))

Salesforce Financial Services Cloud pricing questions

How much does Salesforce Financial Services Cloud cost?

Salesforce Financial Services Cloud starts at $325/user/mo on the Sales Core plan. Plans: Sales Core $325, Advanced $500, Max $700.

Does Salesforce Financial Services Cloud have a free plan?

No. The lowest-priced option is $325/user/mo (Sales Core).

Compare Salesforce Financial Services Cloud with other financial advisor crms