3 CRMs · test cycle Oct 14, 2026
Financial advisor CRMs, tested
All three advisor CRMs we test publish prices, from $39 to $325 per user. Small-team access separates them.
| # | CRM | Score | Published pricing | Plan transparency | No hidden fees | Free plan | Small-team access | Industry integrations | Google and Microsoft fit | Starting price |
|---|---|---|---|---|---|---|---|---|---|---|
| 01 | WealthboxWealthbox | 75Pass | ✓ | ✓ | ✓ | ✕ | ✓ | ✕ | ✓ | $59/user/mo |
| 02 | Salesforce Financial Services CloudSalesforce | 75Pass | ✓ | ✓ | ✓ | ✕ | ✕ | ✓ | ✓ | $325/user/mo |
| 03 | RedtailOrion | 65Pass with notes | ✓ | ◐ | ✓ | ✕ | ✓ | ✕ | ◐ | $39/user/mo |
✓ pass◐ partial✕ failSorted by Buyer Test score
Price test
Starting price, financial advisors
Lowest published or estimated starting price, USD per user per month unless noted. Click a row to add it to the comparison.
Published by vendorThird-party estimateQuote onlyNo public figure
Redtail$39
Wealthbox$59
Salesforce Financial Services Cloud$325
$0$100$200$300
Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.
Comparing 3
Industry
Financial advisors
Financial advisors
Financial advisors
Starting price
$59/user/moBasic
$325/user/moSales Core
$39/user/moLaunch, annual (up to 5 users)
Pricing
Published
Published
Published
Best for
1–100 users
50+ users
1–5 users
Free plan
No
No
No
Integrations
Google WorkspaceMicrosoft 365
Microsoft 365Google WorkspaceIndustry systems
Microsoft 365
Strengths
Clean, fast interface · Published pricing
Deep household and compliance data model · Salesforce ecosystem
Lowest advisor CRM price · Long track record in wealth
Watch out for
Lighter reporting than enterprise tools
Highest price in this list · Needs implementation partner
Interface feels older
Pricing details
Questions buyers ask
Is Salesforce Financial Services Cloud tested the same way?
Yes. It passes the pricing checks but loses small-team points because it targets firms of 50+ users.