Pricing · verified Oct 14, 2026
Wealthbox pricing: plans, hidden fees and true cost
Wealthbox starts at $59/user/mo on the Basic plan.
Every Wealthbox plan
Prices in USD, per user per month, annual billing where offered. Source: Wealthbox. Published
Basic$59 /user/mo
Pro$75 /user/mo
Premier$99 /user/mo
What you'll pay in year one
On the Basic plan, before taxes and add-ons.
| Team | Monthly | First year |
|---|---|---|
| 1 user | $59 | $708 |
| 5 users | $295 | $3,540 |
| 10 users | $590 | $7,080 |
| 25 users | $1,475 | $17,700 |
Lower-priced alternatives
- Redtail: $39/user/mo (Launch, annual (up to 5 users))
Wealthbox pricing questions
How much does Wealthbox cost?
Wealthbox starts at $59/user/mo on the Basic plan. Plans: Basic $59, Pro $75, Premier $99.
Does Wealthbox have a free plan?
No. The lowest-priced option is $59/user/mo (Basic).