Product guide · checked September 2026
Wealthbox AI and the AI Notetaker
Wealthbox has two separate AI products, and they behave differently. One files its work automatically. The other deliberately doesn't. Know which is which before you decide what to expect from either.
We read everything below on Wealthbox's own pages in August 2026, and checked it again in September 2026. If they don't publish something, we say so instead of guessing. Prices change, so check before you buy.
What it costs
| Plan | Per user, per month |
|---|---|
| Basic | $59 |
| Pro | $75 |
| Premier | $99 |
| Enterprise | Not published |
| AI Notetaker add-on | $49, introductory rate |
Those are the rates Wealthbox prints, labeled per user per month. There's no billing toggle on the page and no annual figures. Both billing options exist, but only these rates are shown.
🔑 The AI Notetaker is an add-on on every single plan, including Enterprise. No tier includes it. Add it to the $59 to $99 plan price and Wealthbox with its notetaker really costs $108 to $148 per user per month.
The AI Assistant has no price and no tier on the pricing page. It's named in the navigation, but there's no row for it in the plan comparison, and we couldn't find anywhere that says which plans include it. If someone's selling it to you, ask which plan it comes with and get the answer in writing.
What each one actually does
AI Notetaker
Prepares a summary of recent client activity before the meeting, records and transcribes the conversation, writes a summary afterward, drafts follow-up emails, and turns generated "Ideas" into tasks. It handles in-person, phone and virtual meetings, and the Notetaker joins Zoom, Teams, Webex and Google Meet automatically.
It went into beta July 23, 2025 and became generally available October 30, 2025.
AI Assistant
Answers questions by reading your own notes, emails, tasks, opportunities, accounts and holdings, and flags overdue items. Broad early access from June 8, 2026 after a couple of months with a private group. A third product, Wealthbox Agents, is listed as coming soon.
The difference that actually matters: does it write back?
Ask this about any notetaker. Wealthbox shows why it matters, because its two products answer it differently.
- The Notetaker gets you most of the way, in one click. The meeting itself is related to the contact automatically, but Wealthbox's own wording is that the summary becomes a CRM note in one click. So it's close to automatic, but somebody still clicks.
- The AI Assistant doesn't. In Wealthbox's own words: "Nothing is written automatically. Every proposed update, whether it is a new Contact, an updated Opportunity, or a Custom Object change, shows up as an approval card first."
Neither behavior is wrong. An approval step makes sense when software is changing structured client data. But if you're expecting your database to keep itself up to date, both products need a click from somebody, one for the note and one for each proposed record change. Plan your workflow around that.
You don't have to buy the $49 add-on
Wealthbox's own integration directory lists about 20 AI assistants, among them Jump, Zocks, Zeplyn, Fireflies, Finmate, Bloks, Hazel, Mili and Focal. So you're really choosing which notetaker to connect to Wealthbox.
Published prices per user per month, checked August 2026:
- Wealthbox AI Notetaker, $49 (introductory). Native, so nothing to connect.
- Jump, from $100 month to month for the core plan, with two $50 add-ons on top, so you'd pay $100, $150 or $200. They advertise up to 20% off annually but don't print the annual figure.
- Zocks, $80 to $220 monthly, $67 to $184 annual. AI in every tier.
- Zeplyn, not published, demo only. It takes one click from you to reach the CRM.
- Fireflies, $10 to $39 on annual billing, or $18 to $29 month to month. A general notetaker, but it does connect to Wealthbox and Redtail, which most general tools don't.
Fathom and Otter are cheaper still, but neither connects to the client databases built for advisers. Both connect to Salesforce, which helps if your firm runs Financial Services Cloud. If you're on Wealthbox or Redtail, somebody will be copying and pasting.
The recordkeeping gap
Wealthbox publishes a SOC 2 Type II audit, encryption in transit and at rest for sensitive data, and nightly backups. Its privacy policy does have an AI section, defining input data and giving California users an opt-out. What it doesn't state anywhere is a position on whether your data is used to train models, and the security page says nothing about books-and-records obligations.
No archiving vendor appears anywhere in its integration directory of over 150 products. Not Smarsh, not Global Relay, not Erado. Of the notetakers listed above, only Zocks names archiving partners and describes transmitting transcripts for supervision.
What your obligations are is your compliance consultant's call. What the products publish is above, so you can bring your consultant a specific question instead of a general one.
If you're on Wealthbox today
- Check which plan you're on before anything else. Basic, Pro and Premier differ in ways that have nothing to do with AI.
- The notetaker will cost you $49 per user on top, whatever plan you're on. Budget it as its own line item.
- Price at least one alternative before buying the native one. Wealthbox's own directory lists plenty, and one of them is a fifth of the price.
- Ask your compliance consultant about archiving before you turn on recording, not after.
Want this done for your whole stack?
The audit does this for every system you run, including your client database: what you already pay for, what sits one tier up, what's worth buying, and what to leave alone.
Prices move and vendors reprice without announcing it. Everything here carries the date it was checked. If you get a quote that differs, tell us and we'll update the page.