Wealthbox
Input—per 1M tokens
Output—per 1M tokens
Context—tokens
WeightsClosed
About
Wealthbox is ranked #75 of 242 in CRM software on Inferse, made by Wealthbox (Providence, Rhode Island, United States). It runs on Web, iOS, Android. There is no free plan. A free trial is offered.
Compared on CRM software
- Free plan
- Nowealthbox.com
- Free trial
- Yeswealthbox.com
- Visual sales pipeline
- Yeswealthbox.com
- Email sync
- Yeswealthbox.com
- AI features
- Yeswealthbox.com
- Mobile app
- Yeswealthbox.com
Facts
- Free plan
- Nowealthbox.com · 23 Sept 2026
- Free trial
- Yeswealthbox.com · 23 Sept 2026
- Visual sales pipeline
- Yeswealthbox.com · 23 Sept 2026
- Email sync
- Yeswealthbox.com · 23 Sept 2026
- AI features
- Yeswealthbox.com · 23 Sept 2026
- Mobile app
- Yeswealthbox.com · 23 Sept 2026
Company
- Founded
- 2014wealthbox.com · 28 Sept 2026
- Headquarters
- Providence, Rhode Island, United Stateswealthbox.com · 28 Sept 2026
Best Wealthbox alternatives
See all 12
9.0 Zoho CRM $14/mo first paid tier Free plan 
8.9 Freshsales $0.75/mo first paid tier Free plan 
8.6 Agile CRM $8.99/mo first paid tier Free plan 
8.2 Creatio CRM See plans price on the maker's page Free trial 
8.2 Cloze $17/mo first paid tier Free plan 
8.1 SuiteCRM See plans price on the maker's page Free trial Open source
Where it ranks on Inferse
- Best CRM Software in 2026#75 of 242
- Best Financial Advisor Software in 2026#17 of 31
- Best Financial Services CRM Software in 2026#19 of 28
Sources
- wealthbox.com/pricing/· checked 23 Sept 2026
- wealthbox.com· checked 28 Sept 2026