Redtail CRM vs Wealthbox

Redtail CRM8.7Visit Wealthbox8.6Visit

Higher score Redtail CRM #5 in Financial Services CRM Software 8.7/10 30-day trial Free trial✓ 0 of 5 features Visit Redtail CRM

vs

Wealthbox #6 in Financial Services CRM Software 8.6/10 14-day trial Free trial✓ 0 of 5 features Visit Wealthbox

• Redtail CRM fits best

  Budget-conscious financial advisors

• Wealthbox fits best

  Advisor teams wanting an affordable modern CRM

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Side by side

Feature	Redtail CRM 8.7/10 Visit ↗	Wealthbox 8.6/10 Visit ↗
At a glance
Editor score	8.7	8.6
Ranking	#5 in Financial Services CRM Software	#6 in Financial Services CRM Software
Best for	Budget-conscious financial advisors	Advisor teams wanting an affordable modern CRM
Pricing model	Paid	Paid
Starting price	$39/user/mo	—
Free plan	—	—
Free trial	30 days	14 days
Free trial length	30 days · no card needed	14 days · no card needed
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web, iOS, Android
Support	Email, Phone, Live chat, Docs	Email, Docs
Compliance	SOC 2	SOC 2, ISO 27001, PCI DSS, 2FA
Integrations	192+ integrations	150+ integrations
Built for	Solo, Small business, Mid-market, Enterprise	Solo, Small business, Mid-market, Enterprise
Features Redtail CRM 0/5 · Wealthbox 0/5
Compliance workflows	Not checked yet	Not checked yet
Opportunity management	Not checked yet	Not checked yet
Client portal	Not checked yet	Not checked yet
Audit trail	Not checked yet	Not checked yet
Email and calendar sync	Not checked yet	Not checked yet
Specs
Deployment	Not checked yet	Not checked yet
Our review
Pros	Launch includes core CRM, mobile access, reporting, and integrations. Growth adds automated workflows, permissions, and document storage. Web, iOS, and Android access supports client work across devices.	Household management and visual opportunity pipelines Workflow automation with Gmail and Outlook sync iOS and Android apps plus 150+ integrations
Cons	Launch is limited to a maximum of 5 users. Annual billing is required for the listed $39 and $59 plan prices. Enterprise requires a minimum license commitment and custom planning.	No free plan is available Basic includes one opportunity pipeline Enterprise pricing is custom
Our verdict	Redtail CRM is a web-based customer relationship management platform for financial advisors, registered investment advisors, broker-dealers, and enterprise advisory firms. It centralizes client and account records, supports custom fields… Read the review →	Wealthbox is a web-based CRM for financial advisors and advisory firms that need one workspace for client relationships, business opportunities, meetings, and team coordination. Its core tools cover contact and household management, visual… Read the review →

Strengths and trade-offs

• Redtail CRM — where it wins

  • Launch includes core CRM, mobile access, reporting, and integrations.
  • Growth adds automated workflows, permissions, and document storage.
  • Web, iOS, and Android access supports client work across devices.

  Where it doesn't

  • Launch is limited to a maximum of 5 users.
  • Annual billing is required for the listed $39 and $59 plan prices.
  • Enterprise requires a minimum license commitment and custom planning.

• Wealthbox — where it wins

  • Household management and visual opportunity pipelines
  • Workflow automation with Gmail and Outlook sync
  • iOS and Android apps plus 150+ integrations

  Where it doesn't

  • No free plan is available
  • Basic includes one opportunity pipeline
  • Enterprise pricing is custom

• Redtail CRM8.7/10 · 30-day trial

  A financial-services CRM with core client management, workflow, reporting, and mobile tools.

  Visit Redtail CRMFull verdict →
• Wealthbox8.6/10 · 14-day trial

  A financial advisor CRM combining household management, pipelines, automation, and AI tools.

  Visit WealthboxFull verdict →