Redtail CRM★ 4.2/5
Wealthbox★ 4.5/5Redtail CRM vs Wealthbox: Which CRM is right for you?
A 2026 head-to-head on pricing, features, and which team each is built for.
The short answer
Redtail CRM is financial advisor crm built for financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM, starting from ~$39/user/mo. Wealthbox is financial advisor crm for financial advisors and wealth management firms needing compliance-friendly client relationship management, starting from ~$59/user/mo. Choose Redtail CRM for financial advisor crm needs; choose Wealthbox if financial advisor crm is a better match for your team.
Redtail CRM vs Wealthbox: at a glance
| Detail | Redtail CRM | Wealthbox |
|---|---|---|
| Category | Financial advisor CRM | Financial advisor CRM |
| Starting price | from ~$39/user/mo | from ~$59/user/mo |
| Free plan | No | No |
| Best for | Financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM. | Financial advisors and wealth management firms needing compliance-friendly client relationship management. |
| Our rating | ★ 4.2 / 5 | ★ 4.5 / 5 |
| Standout feature | The deepest integration ecosystem in the advisor CRM space, with 100+ native connections to custodians and planning tools like Orion, Schwab, and Morningstar. | Purpose-built integrations with custodians and planning tools like Schwab, Fidelity, and Orion. |
| Founded | 2003 | 2014 |
| Headquarters | Sacramento, USA | Providence, USA |
Prices are indicative 2026 list prices; always confirm with the vendor directly.
What is Redtail CRM?
Redtail CRM is a cloud-based client relationship management platform built exclusively for financial advisors and RIAs. Owned by Orion Advisor Solutions, it centralizes household and contact records, automates onboarding and review workflows, and connects natively to 100+ custodial, planning, and portfolio-management tools used across the wealth management industry.
Best for: Financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM.
What is Wealthbox?
Wealthbox is a cloud-based CRM built exclusively for financial advisors, RIAs, and wealth management teams. It centralizes client contacts, household relationships, tasks, and workflows, and connects to 150+ industry tools including Schwab, Fidelity, Orion, eMoney, and Broadridge so advisors can manage relationships alongside portfolio and planning data.
Best for: Financial advisors and wealth management firms needing compliance-friendly client relationship management.
Key features compared
| Redtail CRM | Wealthbox |
|---|---|
| Workflow templates for onboarding, annual reviews, and RMD tracking | Household and relationship-mapped contact records |
| Redtail Imaging for document management linked to client records | Workflow automation and task management for advisor teams |
| 100+ native integrations including Orion, Schwab, Fidelity, and Morningstar | 150+ integrations including Schwab, Fidelity, Orion, and eMoney |
| Household and relationship-mapped contact records | Email and calendar sync with activity streams |
| Redtail Speak for compliant client texting | Compliance-friendly notes and audit trail |
Pros and cons: Redtail CRM
| Pros | Cons |
|---|---|
| ✔ Deepest integration ecosystem among advisor-specific CRMs | ✘ Interface feels dated and can require extra clicks for common tasks |
| ✔ Workflow templates cover most common RIA processes out of the box | ✘ No free plan, only a 30-day trial |
| ✔ Long track record and wide adoption within the RIA industry | ✘ Add-ons like Imaging and Speak raise the total cost beyond the base plan |
Pros and cons: Wealthbox
| Pros | Cons |
|---|---|
| ✔ Purpose-built for financial advisor workflows and compliance | ✘ No free plan, only a 14-day trial |
| ✔ Clean, modern interface with a short learning curve | ✘ Narrow fit outside financial services |
| ✔ Deep custodian and planning-tool integrations | ✘ Advanced features require Plus or Premier tiers |
Which should you choose?
Choose Redtail CRM if you are financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM.
Choose Wealthbox if you are financial advisors and wealth management firms needing compliance-friendly client relationship management.
Frequently asked questions
What is the difference between Redtail CRM and Wealthbox?
Redtail CRM is financial advisor crm best for financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM. Its standout is the deepest integration ecosystem in the advisor CRM space, with 100+ native connections to custodians and planning tools like Orion, Schwab, and Morningstar.. Wealthbox is financial advisor crm best for financial advisors and wealth management firms needing compliance-friendly client relationship management. Its standout is purpose-built integrations with custodians and planning tools like Schwab, Fidelity, and Orion..
Is Redtail CRM better than Wealthbox?
Neither is universally better — it depends on your use case. Redtail CRM is the stronger choice for financial advisors, RIAs, and wealth management firms wanting the most deeply integrated advisor-specific CRM. Wealthbox is a better fit for financial advisors and wealth management firms needing compliance-friendly client relationship management.
Which is cheaper, Redtail CRM or Wealthbox?
Redtail CRM starts from ~$39/user/mo. Wealthbox starts from ~$59/user/mo.
Does Redtail CRM or Wealthbox have a free plan?
Redtail CRM does not offer a permanent free plan. Wealthbox does not offer a permanent free plan.