# Redtail Technology vs Wealthbox

**Leader by vioscaleAI score:** Wealthbox

| Attribute | Redtail Technology | Wealthbox |
|---|---|---|
| **vioscaleAI score** | 38.4 (25% (low)) | 54.1 (57% (medium)) |
| content.faq | `[{"answer":"Purpose-built CRM for financial advisors that centralizes client data, automates workflows, and helps firms maintain compliance with SEC and FINRA requirements. It is indexed under Wealth Management.","source":"https://redtailtechnology.com/pricing","question":"What is Redtail Technology?","confidence":0.6},{"answer":"Redtail Technology is a paid product; published pricing starts at $39 per user per month. It is sold across 3 plans (Launch, Growth and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://redtailtechnology.com/pricing","question":"How much does Redtail Technology cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Redtail Technology. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://redtailtechnology.com/pricing","question":"What platforms does Redtail Technology support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Redtail Technology, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://redtailtechnology.com/pricing","question":"Can Redtail Technology be self-hosted?","confidence":0.6},{"answer":"We have confirmed 3 integrations for Redtail Technology, including Orion, Schwab and eMoney. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://redtailtechnology.com/pricing","question":"What does Redtail Technology integrate with?","confidence":0.6},{"answer":"Redtail Technology is available worldwide. Its primary market is the United States.","source":"https://redtailtechnology.com/pricing","question":"Where is Redtail Technology available?","confidence":0.5}]` | `[{"answer":"A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently. It is indexed under Wealth Management.","source":"https://wealthbox.com/pricing/","question":"What is Wealthbox?","confidence":0.6},{"answer":"Wealthbox is a paid product; published pricing starts at $59 per user per month. It is sold across 4 plans (Basic, Pro, Premier and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://wealthbox.com/pricing/","question":"How much does Wealthbox cost?","confidence":0.6},{"answer":"Wealthbox supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://wealthbox.com/pricing/","question":"What platforms does Wealthbox support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Wealthbox, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://wealthbox.com/pricing/","question":"Can Wealthbox be self-hosted?","confidence":0.6},{"answer":"We have confirmed 30 integrations for Wealthbox, including AdviceCloud, AdvisorStream, Amplify, Andes, AssetMark, Black Diamond, Catchlight and CurrentClient, plus 22 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://wealthbox.com/pricing/","question":"What does Wealthbox integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 for Wealthbox. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Wealthbox not holding them. Always confirm compliance directly before you rely on it.","source":"https://wealthbox.com/who-we-serve/trust-companies/","question":"What security certifications does Wealthbox have?","confidence":0.7},{"answer":"Wealthbox is available worldwide. Its primary market is the United States.","source":"https://wealthbox.com/pricing/","question":"Where is Wealthbox available?","confidence":0.5}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A software platform that consolidates client information, communication records, and workflow tools for financial advisory teams, with built-in compliance features for regulatory requirements. | A unified workspace that consolidates client records, communications, tasks, and workflows for financial advisors. Built-in AI assists with meeting notes, task automation, and compliance audit trails while integrating with external financial planning and portfolio management tools. |
| features.capabilities | `{"pricing_model":"flat_monthly_per_user","schwab_fidelity_pershing_custodial_data_sync":true,"sec_finra_compliant_email_and_document_archiving":true}` | `{"soc2_type_ii":true,"pricing_model":"flat_monthly_per_user","estate_and_tax_planning_scenarios":false,"client_facing_white_label_portal_and_mobile_app":false,"sec_finra_compliant_email_and_document_archiving":false}` |
| integrations.count | 3 | 150 |
| integrations.list | `[{"name":"Orion"},{"name":"Schwab"},{"name":"eMoney"}]` | `[{"name":"AdviceCloud"},{"name":"AdvisorStream"},{"name":"Amplify"},{"name":"Andes"},{"name":"AssetMark"},{"name":"Black Diamond"},{"name":"Catchlight"},{"name":"CurrentClient"},{"name":"Dispatch"},{"name":"Estately"},{"name":"Feathery"},{"name":"Finpace"},{"name":"Flourish"},{"name":"Forms Logic"},{"name":"FP Alpha"},{"name":"Gmail"},{"name":"Google Calendar"},{"name":"Mako Fintech"},{"name":"Mili"},{"name":"Outlook"},{"name":"Outlook Calendar"},{"name":"Qwil Messenger"},{"name":"RBC"},{"name":"RightCapital"},{"name":"Signal Advisors"},{"name":"Smart Kx"},{"name":"Trust & Will"},{"name":"Turnkey"},{"name":"VRGL"},{"name":"Waterlily"},{"name":"Yourefolio"},{"name":"Turnqey","category":"digital assets","direction":"inbound"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Launch","summary":"$39/user/mo annual or $45/user/mo monthly","features":["Contact and Account Management","Detailed Contact Reporting","Customizable Segmentation","Access to 100s of Integrations","Secure Mobile App"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":39,"period":"month","currency":"USD"}],"description":"Up to 5 users","contactSales":false,"includedLimits":{"users":"5"}},{"free":false,"name":"Growth","summary":"$59/user/mo annual or $65/user/mo monthly","features":["Everything in Launch","Imaging","Speak (compliant texting)","Process Workflows","Automation Triggers","Viewing Permissions","Document Storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Unlimited users. Most popular.","contactSales":false},{"free":false,"name":"Enterprise","summary":"Custom pricing. Minimum commitment required.","commitment":"annual","description":"Custom pricing for larger teams and advisor networks","contactSales":true}],"summary":"From $39/user/mo. 30-day free trial included.","currency":"USD","freeTier":false,"sourceUrl":"https://redtailtechnology.com/pricing","retrievedAt":"2026-08-24T09:47:12.303Z","freeTrialDays":30,"startingPrice":{"unit":"user","amount":39,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Basic","summary":"$59/user/month","features":["Contact & household management","Task management","1 opportunity pipeline","Calendar & meetings","2 GB file storage"],"components":[{"kind":"per_unit","unit":"user","amount":59,"period":"month","currency":"USD"}],"description":"Starter CRM","contactSales":false},{"free":false,"name":"Pro","summary":"$75/user/month","features":["Everything in Basic, plus:","Workflows & automations","Two-way email sync","Broadcast email","3 opportunity pipelines"],"components":[{"kind":"per_unit","unit":"user","amount":75,"period":"month","currency":"USD"}],"description":"Core CRM Features","contactSales":false},{"free":false,"name":"Premier","summary":"$99/user/month","features":["Everything in Pro, plus:","Customizable dashboards & homepages","Workflow template sharing","API development support","5 workspaces"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Advanced Features for Growth","contactSales":false},{"free":false,"name":"Enterprise","features":["Everything in Premier, plus:","Enterprise SSO","Dedicated account manager","Unlimited workspaces","Priority enterprise support"],"contactSales":true}],"addOns":[{"name":"AI Notetaker","components":[{"kind":"per_unit","unit":"user","amount":49,"period":"month","currency":"USD"}]}],"summary":"From $59/user/month. 14-day free trial, no credit card required.","currency":"USD","freeTier":false,"sourceUrl":"https://wealthbox.com/pricing/","retrievedAt":"2026-08-25T22:13:28.457Z","freeTrialDays":14,"startingPrice":{"unit":"user","amount":59,"period":"month","currency":"USD"},"billingPeriods":["month"]}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | commercial |
| pricing.price_level | unknown | mid |
| pricing.starting_price | `{"amount":39,"currency":"USD"}` | `{"amount":59,"currency":"USD"}` |
| pricing.transparent | no | yes |
| security.certifications | - | `[{"name":"SOC 2 Type II","status":"active"}]` |
| security.soc2 | - | yes |

## Capabilities (Wealth Management)

| Capability | Redtail Technology | Wealthbox |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Schwab fidelity pershing custodial data sync | ✓ | - |
| Monte carlo retirement simulation planning | - | - |
| Automated portfolio rebalancing and tax loss harvesting | - | - |
| Aum fee calculation and direct billing push | - | - |
| Client facing white label portal and mobile app | - | ✗ |
| Sec finra compliant email and document archiving | ✓ | ✗ |
| Risk tolerance questionnaires and scoring | - | - |
| Held away asset aggregation plaid byallaccounts | - | - |
| Estate and tax planning scenarios | - | ✗ |
| SOC2 type ii | - | ✓ |
| ISO 27001 | - | - |
| Pricing model | Flat monthly per user | Flat monthly per user |

*Source: vioscaleAI. Generated 2026-10-16T00:57:08.656Z. "-" = undocumented, not absent.*