Wealthbox vs. Redtail
The two CRMs most independent advisors shortlist. Wealthbox is the modern, household-first workspace; Redtail is the long-established advisor CRM, now part of Orion, with texting and imaging in the bundle. Here's how to pick, and the work neither one does for you.
Wealthbox
A web-based CRM built for financial advisors, with households as a first-class record, workflows and automations from the Pro plan, an AI assistant and an optional AI Notetaker add-on. Wealthbox lists 150+ integrations.
Choose Wealthbox if
- You want households, not just contacts, at the centre of the record
- Your team values a clean, fast interface and quick adoption
- You plan to build on its API (Premier plan and up)
- You want an AI notetaker from your CRM vendor as an add-on
Redtail
A CRM for financial advisors owned by Orion, sold in plans that bundle the CRM with Redtail Imaging for documents and Redtail Speak for compliant texting, with email archiving available. Redtail lists 100+ integrations.
Choose Redtail if
- You already run Orion or work through a broker-dealer that standardises on Redtail
- Compliant texting and document imaging from one vendor matter to you
- You rely on detailed, checklist-style workflows
- You want the lowest published entry price for a small team
At a glance
| | Wealthbox | Redtail |
|---|---|---|
| Ownership | Independent | Part of Orion |
| Core record | Contact, with Household as a first-class record | Contact, with family or account grouping |
| Published pricing | Basic $59, Pro $75, Premier $99 per user per month; Enterprise custom | Launch $39 (up to 5 users), Growth $59 per user per month billed annually; Enterprise custom |
| Free trial | 14 days, no credit card | Yes, the full Growth plan |
| Workflows | Pro plan and up | Part of Redtail CRM |
| Bundled extras | AI Notetaker add-on, $49 per user per month (introductory) | Imaging and Speak texting on Growth |
| Integrations (vendor-stated) | 150+ | 100+ |
| Caddi connector | Live | Not live yet (in the catalog) |
The work neither one does
A CRM is the system of record, not the system of work. Whichever you pick, someone still carries the signed account paperwork into the household, rekeys an address change into the custodian and the portfolio system, and checks the CRM against what Orion or Addepar says. Workflows in either CRM assign those tasks to a person; they do not do the work across your other systems.
End-to-end AI Process Automation.
- DiscoverFinds the work worth automating in the tools you already use, read only, with the evidence behind each finding.
- AutomateThe person who does the work builds the automation that replaces it. No IT project, no bots to babysit.
- GovernEvery run and every decision is logged and reviewable. No black box.
Help me automate found it? Now automate it in Wealthbox and Docusign. Caddi builds the loop and runs it.
Wealthbox
Docusign
Discover it. Automate it. Govern it.
Bring a workflow that's outgrowing Wealthbox or Redtail. Caddi finds it in the tools you already use, the person who does the work builds the automation with no IT project, and every run is on the record, across 150+ tools.
Frequently asked questions
What is the difference between Wealthbox and Redtail?
Both are CRMs built for financial advisors. Wealthbox is an independent, web-based workspace with households as a first-class record, workflows from the Pro plan and an optional AI Notetaker. Redtail is owned by Orion and sells plans that bundle the CRM with Redtail Imaging for documents and Redtail Speak for compliant texting.
Is Wealthbox or Redtail cheaper?
Redtail has the lower published entry price: its Launch plan is $39 per user per month billed annually, for up to five users, and Growth is $59 billed annually. Wealthbox lists Basic at $59, Pro at $75 and Premier at $99 per user per month. Both offer custom Enterprise pricing. Prices are as of September 2026.
Can you migrate from Redtail to Wealthbox?
Yes. Wealthbox offers migration assistance on every plan. The work is in the mapping: Redtail groups records on the contact while Wealthbox uses households, status and advisor fields need decisions, and Wealthbox documents that future occurrences of recurring tasks cannot be imported. Our Redtail to Wealthbox migration guide covers the field mapping.
Does Caddi integrate with Wealthbox and Redtail?
Caddi has a live Wealthbox connector, so it can log notes, open tasks and update household records as part of an automated workflow, with every run logged. Redtail is in the Caddi catalog but the connector is not live yet. If you run Redtail today, ask us about timing before you plan an automation around it.