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Head-to-head · Financial Services CRM Software

Salesforce Financial Services Cloud vs Wealthbox

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Salesforce Financial Services Cloud #1 in Financial Services CRM Software 9.3/10 30-day trial Free trial✓ 5 of 5 features Visit Salesforce
Wealthbox #6 in Financial Services CRM Software 8.6/10 14-day trial Free trial✓ 0 of 5 features Visit Wealthbox

Salesforce Financial Services Cloud leads on 0 checks, Wealthbox on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreSalesforce Financial Services Cloud · 9.3/10
  • Free trialboth
  • Most featuresSalesforce Financial Services Cloud · 5 of 5

Salesforce Financial Services Cloud scores higher on our rubric for financial services crm software: 9.3 against 8.6 out of 10; our editors rank them #1 and #6.

Salesforce Financial Services Cloud is the better fit for large financial institutions. Wealthbox is the better fit for advisor teams wanting an affordable modern CRM.

  • Salesforce Financial Services Cloud fits best

    Large financial institutions

  • Wealthbox fits best

    Advisor teams wanting an affordable modern CRM

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Salesforce Financial Services Cloud 9.3/10 Visit ↗ Wealthbox 8.6/10 Visit ↗
At a glance
Editor score 9.3 8.6
Ranking #1 in Financial Services CRM Software #6 in Financial Services CRM Software
Best for Large financial institutions Advisor teams wanting an affordable modern CRM
Pricing model Paid Paid
Starting price $325/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 Cloud, Mobile
Platforms Web Web, iOS, Android
Support Community, Docs · 24/7 Email, Docs
Compliance SOC 2 SOC 2, ISO 27001, PCI DSS, 2FA
Integrations 11 integrations 150+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Salesforce Financial Services Cloud 5/5 · Wealthbox 0/5
Compliance workflows ✓ (best) Not checked yet
Opportunity management ✓ (best) Not checked yet
Client portal ✓ (best) Not checked yet
Audit trail ✓ (best) Not checked yet
Email and calendar sync ✓ (best) Not checked yet
Specs
Deployment Cloud Not checked yet
Our review
Pros
  • Industry-specific models for banking, wealth, insurance, lending, and asset management
  • KYC onboarding, compliance workflows, and immutable audit trails
  • Unified customer views, portals, AI, and broad financial-system integrations
  • Household management and visual opportunity pipelines
  • Workflow automation with Gmail and Outlook sync
  • iOS and Android apps plus 150+ integrations
Cons
  • Starts at $325 per user per month with annual billing
  • No free plan; the free trial lasts 30 days
  • Some capabilities and integrations require separate licenses or add-ons
  • No free plan is available
  • Basic includes one opportunity pipeline
  • Enterprise pricing is custom
Our verdict

Salesforce Financial Services Cloud is a cloud CRM for banks, wealth managers, insurers, asset managers, and lenders. It brings together industry-specific data models, customer and relationship views, opportunity and referral management,…

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 →
  1. Salesforce Financial Services CloudFinancial Services CRM Software 9.330-day trial
  2. WealthboxFinancial Services CRM Software 8.614-day trial

Strengths and trade-offs

  • Salesforce Financial Services Cloud — where it wins

    • Industry-specific models for banking, wealth, insurance, lending, and asset management
    • KYC onboarding, compliance workflows, and immutable audit trails
    • Unified customer views, portals, AI, and broad financial-system integrations

    Where it doesn't

    • Starts at $325 per user per month with annual billing
    • No free plan; the free trial lasts 30 days
    • Some capabilities and integrations require separate licenses or add-ons

  • 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
  • Salesforce Financial Services Cloud9.3/10 · 30-day trial

    A financial-services CRM with deep workflows, compliance controls, and enterprise pricing.

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

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

    Visit WealthboxFull verdict →

More comparisons

All financial services CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update