Wealthbox CRM in 2026: pricing, limits and Standards

Wealthbox CRM costs $59, $75 or $99 per user per month on its Basic, Pro and Premier plans, with Enterprise priced on request, according to the Wealthbox pricing page read on 26 October 2026. Each paid plan except Enterprise starts with a 14-day free trial. The AI Notetaker is an add-on on every plan, at what Wealthbox calls a "special introductory rate" of $49 per user per month in 2026, with no end date given. The pricing page shows the monthly figure per user and does not state the billing period, though its sign-up links name yearly plans. Plan changes take effect "at the start of your next billing cycle". The table below shows what each plan brings, and what a firm of five people pays over a year at those 2026 list prices:

Standards does not publish its prices yet. It charges per person per month, with the guided setup included, and an engineer gives you the figure on the first call.

Neither tool's own pages show an email archive built for the SEC. Under SEC Rule 204-2, a registered investment adviser keeps "copies of all written communications sent" about any advice given (17 CFR 275.204-2, read 26 October 2026). The rule sets at least five years, the first two in an appropriate office of the adviser. Email to clients about recommendations or advice falls under that rule. Wealthbox's pricing page lists "Compliant Note Archiving" and "SOC 2 Compliant" on its comparison table. Its security page, its security and compliance page and its pricing page, read on 26 October 2026, never name the SEC, FINRA or the retention of email. Its help center says Wealthbox Mail "is not an email hosting provider" and sends questions about SEC Rule 17a-4, the broker-dealer record rule, to your email host. Standards does not archive email for the SEC or FINRA either: it files threads on client records, and it keeps no locked, dated copy of every message for an examiner. If you are an RIA, keep a dedicated archiving service connected to your mail server, whichever CRM you choose, and ask each vendor what it retains in writing.

Wealthbox builds its contact records around households: its contact management page says "Built for households, not just contacts" and links individuals to "households, companies, and trusts", with "a role on each connection". Beyond those record types, Wealthbox sells custom objects by plan, as its pricing comparison table showed on 26 October 2026. Standards starts from your own objects instead: households, people, contracts and assets, each with its own fields, and relations that carry a role, a share or a form of ownership. Each Standards record has its own drive, and document fields carry the properties you declare, such as a type and an expiry date.

A firm that keeps policies and the documents behind them in an object of its own needs at least Pro on Wealthbox, and Premier from a second object type. On Standards, you define those objects during setup, with the AI architect.

Wealthbox's own pages do not say whether a person approves a change made by a Wealthbox AI agent, while by default every deletion and every outward send by a Standards agent, such as an email, waits for a person's approval. Wealthbox AI has three parts in October 2026: an AI Assistant that reads a client record and answers questions, the AI Notetaker add-on, and agents that are not yet open to every firm. Its homepage announced "Wealthbox AI Agents are here. Request early access", while its AI Assistant page labelled them "Coming soon" on 26 October 2026. That page says agents "work without being asked, monitoring your book and taking action as needed". Standards agents read your clients' documents and write to their records, with the same permissions as the colleague they work for. A Standards conversation runs in Auto mode by default, where edits and new records go through without asking; before a person approves, a deletion shows what it removes and an email shows its recipients and text.

The Wealthbox Notetaker joins Zoom, Teams, Webex or Google Meet and drafts a summary, which the advisor turns into a CRM note in one click, and a follow-up email, both attached to the right contacts. In Manual mode, a Standards agent "Asks for your approval before each change to your data." Each record keeps a history that names the colleague or the agent behind every change, with the value before it. A Standards agent starts when a record is created, updated or deleted, when a form is submitted, from a webhook or on a schedule. An incoming email starts nothing by itself. Standards also records meetings: a bot joins Zoom, Meet or Teams calls, not Webex, and files the transcript and meeting notes with decisions and actions on the participants' records.

Standards suits a firm of 5 to 50 people whose work lives in client files: households, companies, contracts and the documents behind them, described in its own objects rather than a fixed contact model. It fits a firm that wants agents to file and update records under rules it can read, and whose client data must be hosted in Europe or on its own servers. If you are also weighing Redtail, which Wealthbox names among the CRMs it imports from, the same questions decide: how your client files are shaped, who approves an agent's change, and where your data lives. Standards is the better choice when:

• your clients are households, companies and estates, and each link carries a role, a share or a form of ownership;

• each client file must hold its documents, each with a type and an expiry date;

• you want agents to file and update records, while by default a person approves every deletion and every email they send;

• your data must be hosted in Europe, or on your own servers;

• your AI tools must read and write your records through the Standards API, SDK and MCP server.

The other Standards comparisons apply the same criteria to other tools.

You move from Wealthbox to Standards with Standards engineers, starting with a 30-minute call about your Wealthbox records, your exports and the tools connected to them. The setup with those engineers is included in the Standards subscription, priced per person per month. Wealthbox lists "Data Portability" on every plan of its pricing page; ask it which records its export includes before the call. On that call, an engineer goes through them with you and says which of your tools Standards would replace. The engineers set up the workspace with you, because self-serve sign-up is not open yet and new firms join a waitlist.