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Wealthbox for independent advisors: the CRM that grew its own AI notetaker

Q: How much does Wealthbox cost?

Basic is $59 per user per month, Pro is $75, Premier is $99, and Enterprise is custom-priced. The AI Notetaker is an add-on at an introductory $49 per user per month. There's a free 14-day trial with no credit card required. Confirm current pricing with the vendor at wealthbox.com.

Q: Is the $49 AI Notetaker price permanent?

Wealthbox lists $49 per user per month as an introductory price, which means it may change. Confirm the current rate and terms with the vendor before you build it into your budget.

Q: Should I pick Wealthbox or Redtail?

Both are CRMs built for advisors. Wealthbox starts at $59 per user per month and sells its own AI Notetaker add-on at an introductory $49 per user per month; Redtail's Launch plan is $39 per month billed annually for up to 5 users. Our Redtail review covers the other side of that choice.

In a sentence: Wealthbox is the modern CRM built for advisors — the system of record where your client notes should end up anyway — and it now sells its own AI Notetaker add-on at an introductory $49/user/mo on top of plans starting at $59/user/mo. At $108/mo combined, it's the cheapest way to get CRM and AI meeting notes from a single vendor, and there's a free 14-day trial with no card.

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The short version:

What it is: a CRM built for advisors — the home base for client records that AI meeting notes ultimately need to land in.
What the CRM costs: Basic $59/user/mo, Pro $75, Premier $99, Enterprise custom. Confirm current pricing with the vendor.
The AI angle: the AI Notetaker add-on is an introductory $49/user/mo, so Basic plus Notetaker is $108/mo — the cheapest all-one-vendor CRM-plus-notes stack we track.
The trade-off: standalone notetakers like Jump and Zocks go deeper on meeting prep and follow-up workflow.
Low-risk to try: a free 14-day trial with no credit card, and the usual compliance homework still applies before any recording starts.

See it in action

Explainer video coming soon

Wealthbox is a CRM built for financial advisors from $59/user/mo, with an AI Notetaker add-on at an introductory $49/user/mo and a free 14-day trial, no card required.

Visit Wealthbox →

What does Wealthbox do for an independent RIA?

Wealthbox is the system of record: the place where every client relationship, note, and task lives so nothing depends on one advisor's memory. It's built for advisory firms rather than adapted from a generic sales CRM, and it has become one of the two names that come up whenever independent RIAs talk CRM — Redtail being the other.

The reason it's on an AI tools site is the AI Notetaker. Instead of buying a separate meeting assistant and wiring it into your CRM, Wealthbox added the notetaker inside the product, so meeting notes are born in the same database the rest of the client file lives in. One vendor, one bill, no sync to babysit.

What does Wealthbox cost, and what does the AI Notetaker add?

Four CRM tiers, priced per user per month: Basic $59, Pro $75, Premier $99, and Enterprise custom. The AI Notetaker add-on is an introductory $49/user/mo; introductory means the price can change, so confirm it with the vendor before budgeting around it.

The math worth noticing: Basic plus the Notetaker is $108/user/mo, which undercuts buying a CRM and a standalone notetaker separately from two vendors. A free 14-day trial with no credit card lets you test the fit before spending anything.

Pricing is vendor-published and changes; check current plans at wealthbox.com/pricing (vendor-published, checked 2026-07-09).

Can you stay compliant with the AI Notetaker?

Same duties as any meeting AI, even when the CRM vendor supplies it. Clients consent before a meeting is recorded, full stop. You read what the AI wrote before it shapes advice or goes to a client, because the summary is yours the moment you rely on it.

Books and records still governs: AI-assisted client communications get archived under Advisers Act Rule 204-2, so map retention with your compliance officer and get sign-off before the first recorded meeting. That's context, not advice; the longer treatment is in our RIA compliance guide.

Where does Wealthbox fit next to Jump, Zocks, and Redtail?

Frame it as a stack question. Meeting notes have to land in a CRM eventually, so the choice is whether one vendor supplies both layers or you pair a standalone notetaker with the CRM you already run.

Stack	What you pay	The trade
Wealthbox Basic + AI Notetaker	$59 + $49 = $108/user/mo	Cheapest single-vendor stack; notes born in the system of record
Your CRM + Jump Meet	$100/advisor/mo on top of CRM cost	Deepest prep briefs and follow-up workflow
Your CRM + Zocks Essentials	$67/user/mo billed annually on top of CRM cost	Cheapest standalone notetaker per seat

The other CRM question is Redtail, the long-running advisor CRM, whose Launch plan is $39/mo billed annually for up to 5 users. Firms weighing the two are really weighing Wealthbox's built-in AI path against Redtail's lower entry price. The full field is in our advisor AI software comparison.

Strong if…

You want CRM and AI meeting notes from one vendor on one bill — $108/user/mo all in on Basic.
You already run Wealthbox, making the $49 add-on the shortest path to AI notes.
You want notes created directly in the system of record, with no integration to maintain.
You'd rather test first: the 14-day trial needs no card.

Maybe not if…

Pre-meeting prep briefs and drafted follow-up matter most — Jump at $100/advisor/mo is built around exactly that.
You're happy on Redtail and just want cheap notes on top; Zocks at $67/user/mo billed annually pairs with any CRM.
Your need is document extraction (Powder) or tax planning (Holistiplan, FP Alpha) rather than meeting notes.
You're banking on the $49 rate long-term — it's introductory, so confirm terms with the vendor.

Common questions

How much does Wealthbox cost?

Basic is $59/user/mo, Pro is $75, Premier is $99, and Enterprise is custom-priced. The AI Notetaker is an add-on at an introductory $49/user/mo. There's a free 14-day trial with no credit card required. Confirm current pricing with the vendor at wealthbox.com.

Is the $49 AI Notetaker price permanent?

Wealthbox lists $49/user/mo as an introductory price, which means it may change. Confirm the current rate and terms with the vendor before you build it into your budget.

Does the Wealthbox free trial require a credit card?

No. The trial runs 14 days with no card required, so you can put the CRM through your real workflow before paying anything. Ask the vendor how the AI Notetaker add-on fits into a trial.

Should I pick Wealthbox or Redtail?

Both are CRMs built for advisors. Wealthbox starts at $59/user/mo and sells its own AI Notetaker add-on at an introductory $49/user/mo; Redtail's Launch plan is $39/mo billed annually for up to 5 users. Our Redtail review covers the other side of that choice.

Reviewed by James Mills, founder of The Agentic AI Index — an independent directory of AI tools and local AI consultants, covering advisory firms alongside other small businesses. We earn a commission if you sign up through our links; it doesn't change what we write or who we list. We refer local pros; we do not recommend or endorse providers.

Sources

Pricing is vendor-published and changes; confirm it with the vendor before you buy.
Wealthbox — wealthbox.com/pricing (Basic $59/user/mo, Pro $75, Premier $99, Enterprise custom; AI Notetaker add-on at an introductory $49/user/mo; free 14-day trial, no card). Vendor-published, checked 2026-07-09. Last reviewed: 2026-07-09.

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