REDTAIL VS WEALTHBOX
Redtail vs Wealthbox: prices and features side by side.
Plans, trials, workflows and AI for both CRMs, taken from each company’s own pricing page on November 4, 2026. Then see what an AI CRM adds: meeting notes on the client record, account forms sent for DocuSign signature and custodian holdings in one place.
Redtail and Wealthbox, row by row
What each company lists on its own pricing page.
Taken from each company’s public pricing page on November 4, 2026. Prices are as listed and can change, so confirm them with each company before you decide.
Which one fits your firm
A team of up to five on a tight budget.
Redtail Launch lists the lowest price per user of the two, billed yearly.
You need workflows and automation.
Compare Redtail Growth with Wealthbox Pro. Each lists workflows on that plan.
You want documents and texting in the CRM.
Redtail Growth includes Imaging and Speak. Wealthbox sells Vault file storage as an add-on.
You want AI meeting notes.
Wealthbox sells AI Notetaker as an add-on at $49 per user a month.
OR CHOOSE AN AI CRM
Marloo is an AI CRM that does the work around the client file.
Client records, meetings, documents and custodian data sit in one place. The notetaker is included, so there is no separate meeting tool to pay for.
Teams · 2:00pm to 2:32pmMeeting notes on the client record
Marloo writes up each meeting and logs the notes, actions and follow-up email draft to the client, automatically.
Account forms filled and signed
Marloo fills your account forms from the client file. Send them for DocuSign signature and the signed copy comes back to the record.
Custodian holdings in the client record
Accounts at 120+ custodians, including Fidelity, Pershing, Altruist, Raymond James, SEI and LPL, connected through Morningstar ByAllAccounts. Holdings sync daily.
Review prep from the whole file
Ask for a review brief and Marloo draws on past meetings, emails, documents and holdings for that client.
MOVING ACROSS
Coming from Redtail or Wealthbox?
Export a Redtail database backup or a Wealthbox data export, then import it in Marloo. Clients and households, tags, meetings, notes and tasks come across.
CRM migration is free on the Firm plan.
White Coat Financial moved its whole practice off its old CRM overnight.
Read the case studyWhat Marloo costs
- Pro: US$149 per advisor a month, with form filling and custom document templates.
- Firm: US$299 per advisor a month, with free CRM migration.
- Seats for support staff are free.
One client record, with the work done from it.
See your own client work in Marloo: the meeting, the notes, the forms and the holdings, in one client record.
Questions advisors ask
As of November 4, 2026, Redtail lists $39 per user a month billed yearly ($45 monthly) and Wealthbox lists $59 per user a month for Basic.
