Wealthbox vs Redtail vs Salesforce (2026): Advisor CRMs Compared on AI and Price
Prices and facts checked October 13, 2026. We don't accept payment for rankings.
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Short answer: for most independent RIAs, Wealthbox has the most built-in AI right now: an AI Assistant, background agents, playbooks and an optional AI Notetaker ($49 per user per month introductory), on top of plans from $59 per user per month. Redtail is the cheapest ($39 per user per month billed yearly) and the long-time industry standard, but its AI is thin. Salesforce Financial Services Cloud offers the deepest AI (Agentforce) and customization, but starts at $325 per user per month, so it's built for larger firms.
Our picks
- Best built-in AI for independent RIAsWealthbox: from $59/user/mo; AI Notetaker +$49 See Wealthbox
- Best valueRedtail: from $39/user/mo billed yearly See Redtail
- Best for large and enterprise firmsSalesforce FSC: from $325/user/mo billed annually See Salesforce
Comparison table
| Wealthbox | Redtail | Salesforce FSC | |
|---|---|---|---|
| Entry price | $59/user/mo (Basic) | $39/user/mo billed yearly (Launch, max 5 users) | $325/user/mo billed annually (Core) |
| Mid tier | Pro $75; Premier $99 | Growth $59 (unlimited users) | Advanced $500 |
| AI assistant | Yes: AI Assistant, agents and playbooks | AI Assistant listed under Speak (Growth) | Agentforce (Flex credits on Core; full suite on Max) |
| AI meeting notes | AI Notetaker add-on, $49/user/mo (intro) | Not built in | Via Agentforce or partners |
| Workflows | Pro and up | Growth | Extensive, highly customizable |
| Compliant texting | n/a | Speak (Growth; broker-dealer approval required) | Add-ons |
| Free trial | 14 days | Growth trial for new users | Demo |
Sources: Wealthbox pricing; Redtail pricing; Salesforce Financial Services Cloud pricing.
1. Wealthbox: best built-in AI for independent RIAs
Price (per user per month):
- Basic $59: contacts and households, tasks, one pipeline, calendar
- Pro $75: adds workflows and automations, two-way email sync, broadcast email
- Premier $99: adds custom dashboards and workspaces
The AI Notetaker is a paid add-on at an introductory $49 per user per month, and there's a 14-day free trial (Wealthbox pricing).
AI: in March 2026, Wealthbox launched three AI features in early access (PLANADVISER):
- an AI Assistant that answers questions about clients and pipelines, drafts personalized communications and prepares meeting briefs, and asks you to confirm before it acts
- Agents that run in the background, such as a daily list of client touchpoints
- Playbooks: saved prompts for workflows like new-client onboarding
Kitces notes that many of these automate things that already existed as non-AI workflows. Kitces also reports Wealthbox's argument that AI belongs inside the system of record for audit and compliance purposes (Kitces).
Watch for: the AI Assistant's price isn't listed on the pricing page, and the Notetaker price is introductory. Confirm what you'll pay at renewal.
2. Redtail: best value
Price:
- Launch: $39 per user per month billed yearly ($45 monthly), up to 5 users
- Growth: $59 ($65 monthly) with unlimited users, adding document imaging (200 GB), workflows and Speak compliant texting (subject to broker-dealer approval)
- Enterprise: custom, with a minimum license commitment
New users can trial Growth free (Redtail pricing).
AI: the pricing page lists an "AI Assistant" under Speak on Growth but doesn't describe it. Kitces reported in April 2026 that Redtail hadn't announced in-house AI notetaking or agent features, and that it may gain AI through parent company Orion's platform, most useful for firms that also use Orion (Kitces).
Best for: price-conscious firms that will add AI through a separate notetaker. Zocks lists Redtail among its CRM integrations, and Jump lists 40+ integrations (our notetaker comparison).
3. Salesforce Financial Services Cloud: best for large firms
Price (per user per month, billed annually):
- Core $325: includes "Flex credits" for AI, Agentforce, Slack and data
- Advanced $500: more AI, automation and security
- Max $700: the full Agentforce for Industries suite
Sales and Service editions are priced the same (Salesforce pricing).
Best for: larger RIAs, broker-dealers and enterprises with admins or implementation partners to configure it. For a small independent firm, Core costs more than five times Wealthbox Basic.
AI in your CRM: compliance checklist
- Recordkeeping: AI-drafted emails, meeting summaries and texts may be business communications you must retain (AI notetakers and SEC/FINRA recordkeeping).
- Vendor oversight: CRMs hold client data. Review AI vendors under Regulation S-P.
- Supervision: agents that act automatically need supervision and testing. FINRA's 2026 oversight report addresses AI agents directly.
Which should you choose?
| If you… | Choose |
|---|---|
| Are an independent RIA wanting AI built in | Wealthbox (Pro + AI Notetaker) |
| Want the lowest cost and will add a separate AI notetaker | Redtail |
| Use Orion for portfolio management | Redtail |
| Run a large firm with admin resources | Salesforce FSC |
FAQ
Is Wealthbox better than Redtail?
For built-in AI, yes: Wealthbox has an AI Assistant, agents, playbooks and a notetaker. Redtail is cheaper and integrates with Orion. Many Redtail users add AI through a separate notetaker.
How much does Salesforce Financial Services Cloud cost?
From $325 per user per month billed annually (Core), up to $700 (Max).
Does Redtail have AI?
Its pricing page lists an AI Assistant within Speak on the Growth plan. Broader AI features may come through parent company Orion.
Sources
Pages we used for this article, checked on or before the update date above.
- Wealthbox pricing · wealthbox.com
- Redtail pricing · redtailtechnology.com
- Salesforce Financial Services Cloud pricing · salesforce.com
- PLANADVISER · planadviser.com
- Kitces · kitces.com
Changelog: Oct 13, 2026: first published.