How we make this list: we compare pricing pages, product documentation and public user reviews. Ratings come from G2, Capterra or Trustpilot, with the date we checked them.
Best CRM for financial services at a glance
Salesforce Financial Services Cloud is the top pick for large banks, insurers, and wealth firms that need deep compliance controls and household-level client records. It starts at 325 dollars per user per month, so smaller advisory firms should look at Wealthbox or Redtail first. HubSpot CRM is the best low-cost alternative for fintech and insurance teams.
- Salesforce leads for large regulated firms, with industry data models and recordkeeping controls built in.
- Wealthbox and Redtail are the best advisor-specific picks, priced from 39 to 65 dollars per user per month.
- HubSpot and Zoho CRM give small teams a free plan and low paid starting prices.
- Compliance archiving, audit trails, and permission controls matter more than extra sales features here.
- AdvisorEngine is the strongest workflow pick for process-driven wealth firms, at a third-party reported 65 dollars per user per month.
What makes a CRM different for financial services?
A financial services CRM differs from a general sales CRM because it must track households, accounts, policies, and portfolios as connected records, not just single contacts and deals. A wealth advisor needs to see a married couple, their trust, their IRA, and their adult children in one linked view, while a banker needs to see a business, its owners, and its credit facilities together. General CRMs can be forced into this shape with custom objects, but advisor-specific tools such as Wealthbox, Redtail, and AdvisorEngine ship with household and account structures already built. The second difference is recordkeeping. Regulators expect firms to keep communications, notes, and client interactions in a form that can be retrieved and audited.
Which CRM is best for wealth management firms?
The best CRM for a wealth management firm depends on firm size. Independent RIAs with up to about 20 staff usually get the best value from Wealthbox or Redtail, because both were built for advisors, both publish clear prices, and both connect to custodians and planning tools that advisors already use. Wealthbox starts at 65 dollars per user per month on its vendor pricing page, checked 11 November 2026, and its activity feed layout helps small teams adopt it fast. Redtail starts at 39 dollars per user per month on the Launch plan billed yearly, and its Growth plan at 59 dollars adds document imaging and compliant texting. Mid-size firms that run formal service models often prefer AdvisorEngine, whose workflow engine was built around repeatable advisory processes.
How much does a CRM for financial services cost?
A CRM for financial services costs from zero on a free plan to 325 dollars per user per month or more at the enterprise end, and the licence fee is only part of the bill. At the low end, HubSpot CRM is free for up to two users, Zoho CRM is free for up to three users, and Pipedrive starts at 14 dollars per user per month on its Lite plan billed annually. Advisor-specific tools sit in the middle, with Redtail from 39 dollars, Wealthbox from 65 dollars, and AdvisorEngine at a third-party reported 65 dollars per user per month. Add-ons change the maths fast. Redtail Email archiving costs 10 dollars per user per month on top of the base plan, Wealthbox lists an AI Notetaker add-on at a 49 dollar introductory rate, and HubSpot Sales Hub Professional adds a required one-time onboarding fee of 1,500 dollars.
A worked example makes the range concrete. Take a 10-person advisory firm. On Redtail Launch at 39 dollars per user per month billed yearly, licences cost 390 dollars per month, or 4,680 dollars per year. Add Redtail Email at 10 dollars per user per month and the total rises to 490 dollars per month, or 5,880 dollars per year. The same 10 people on Wealthbox Basic at 65 dollars pay 650 dollars per month, or 7,800 dollars per year, before any add-on. On Salesforce Financial Services Cloud Sales Core at 325 dollars per user per month billed annually, the same team pays 3,250 dollars per month, or 39,000 dollars per year, before implementation. That gap is why small firms should start with an advisor CRM and move up only when compliance or scale demands it.
What compliance features should a financial services CRM have?
A financial services CRM should have communication archiving, role-based permissions, a full audit trail, and data retention controls, because regulators can ask for records years after a conversation happened. FINRA and SEC recordkeeping rules require broker-dealers and registered advisers to keep business communications, including email and text messages, in a retrievable form, and a CRM that only stores notes typed by staff leaves a gap. Look for native archiving or a supported integration with an archiving vendor, and confirm that text messaging inside the CRM is captured, not just email. Role-based permissions matter because not every staff member should see every client, every account balance, or every compensation note. The CRM should limit visibility by team, branch, or role, and log who viewed or changed sensitive records.
How do I choose between an advisor-specific CRM and a general CRM?
Choose an advisor-specific CRM when your team is mainly wealth management or insurance, your workflows follow standard advisory processes, and you want custodian and planning integrations without custom build work. Wealthbox, Redtail, and AdvisorEngine were designed around households, accounts, and review cycles, so a new hire can learn the standard workflow in days rather than weeks. Choose a general CRM when your firm spans banking, lending, insurance, and wealth, when you need deep customisation, or when you already run on Salesforce or Microsoft 365 and want the CRM inside the same security and identity model. HubSpot, Zoho, Pipedrive, Salesforce, and Dynamics 365 all serve financial services, but they need configuration to model households, policies, and portfolios the way an advisor CRM does out of the box.
| Tool | Best for | Starting price | Free plan |
| Salesforce Financial Services Cloud | Large banks, insurers, and wealth firms | $325 per user per month, billed annually | 30-day free trial, no free plan |
| HubSpot CRM | Fintech and insurance teams starting small | $0 free CRM; $20 per seat per month (Sales Hub Starter) | Yes, free CRM for up to 2 users |
| Zoho CRM | Budget-conscious financial services teams | $14 per user per month (Standard, billed annually) | Yes, free for up to 3 users |
| Microsoft Dynamics 365 | Firms standardised on Microsoft 365 | $65 per user per month (Sales Professional, billed annually) | 30-day free trial, no free plan |
| Wealthbox | Independent RIAs wanting an easy advisor CRM | $65 per user per month (Basic) | 14-day free trial, no free plan |
| Redtail CRM | Budget-conscious advisors and broker-dealer reps | $39 per user per month (Launch, billed yearly) | 30-day free trial, no free plan |
| AdvisorEngine | Process-driven wealth firms | $65 per user per month (third-party reported) | Free trial, no free plan |
| Pipedrive | Small sales teams in insurance and fintech | $14 per seat per month (Lite, billed annually) | 14-day free trial, no free plan |
We picked tools that are live in 2026, serve wealth management, banking, insurance, or fintech buyers, and publish a price or have a widely reported price. Prices were checked 11 November 2026. Where a vendor publishes a price on its own pricing page, we state the vendor figure. Where a vendor does not publish a price, we state the third-party reported figure and label it as such. Vendor websites were opened 11 November 2026 to confirm each product is live. No hands-on trial is claimed.
Last verified: 11 November 2026.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
 Salesforce Financial Services Cloud | Large banks, insurers, and wealth management firms with complex compliance needs | $325 per user per month (Sales Core, billed annually) | No free plan; 30-day free trial |
 HubSpot CRM | Fintech, insurance, and small financial services teams that want a free starting point | $0 free CRM; $20 per seat per month (Sales Hub Starter list price) | Yes, free CRM for up to 2 users |
 Zoho CRM | Budget-conscious financial services teams that want strong features at a low price | $14 per user per month (Standard, billed annually) | Yes, free for up to 3 users |
 Microsoft Dynamics 365 | Financial firms already standardised on Microsoft 365 and Azure | $65 per user per month (Sales Professional, billed annually) | No free plan; 30-day free trial |
 Wealthbox | Independent RIAs and small wealth teams that want a modern, easy advisor CRM | $65 per user per month (Basic) | No free plan; 14-day free trial |
 Redtail CRM | Budget-conscious advisors and broker-dealer representatives | $39 per user per month (Launch, billed yearly) | No free plan; 30-day free trial |
 AdvisorEngine | Process-driven wealth firms that run on defined workflows | $65 per user per month (third-party reported) | No free plan; free trial available |
 Pipedrive | Small sales teams in insurance, fintech, and lending that want a visual pipeline | $14 per seat per month (Lite, billed annually) | No free plan; 14-day free trial |
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
#1Salesforce Financial Services Cloud
Best for: Large banks, insurers, and wealth management firms with complex compliance needs4.2/5 on
G2 (401 reviews, checked Oct 2026)
Visit salesforce.com
Starting price$325 per user per month (Sales Core, billed annually)
Free planNo free plan; 30-day free trial
Salesforce Financial Services Cloud is the most complete CRM on this list for large regulated firms. It builds on Sales Cloud with financial data models that link people, households, businesses, accounts, policies, and portfolios in one record, so a relationship manager can see the full picture before a client meeting. Sales Core starts at 325 dollars per user per month billed annually, with Advanced at 500 dollars and Max at 700 dollars, all confirmed on the Salesforce pricing page 11 November 2026.
What we like- Industry data models for households, accounts, and policies
- Strong security and audit controls
- Large partner and integration ecosystem
Watch out for- High starting price and implementation cost
- Smaller firms often need a partner or admin to configure it, which adds time and cost
#2HubSpot CRM
Best for: Fintech, insurance, and small financial services teams that want a free starting point4.5/5 on
Capterra (4,485 reviews, checked Oct 2026)
Visit hubspot.com
Starting price$0 free CRM; $20 per seat per month (Sales Hub Starter list price)
Free planYes, free CRM for up to 2 users
HubSpot CRM is the easiest way for a small financial services team to start with a proper CRM at no cost. The free CRM covers contacts, deals, tasks, and pipeline tracking for up to two users, and the Starter edition lists at 20 dollars per seat per month, with a lower new-customer promotional rate shown on the HubSpot pricing page 11 November 2026.
What we like- Genuinely useful free CRM
- Easy to learn
- Strong email, meeting, and pipeline tools
Watch out for- Compliance archiving and advanced permissions need paid tiers and add-ons
- Sales Hub Professional adds a required 1,500 dollar one-time onboarding fee
#3Zoho CRM
Best for: Budget-conscious financial services teams that want strong features at a low price4.1/5 on
G2 (2,952 reviews, checked Oct 2026)
Visit zoho.com
Starting price$14 per user per month (Standard, billed annually)
Free planYes, free for up to 3 users
Zoho CRM is the lowest-priced full CRM on this list, and it gives small financial services teams a lot for the money. The free edition supports up to three users, Standard costs 14 dollars per user per month billed annually, Professional costs 23 dollars, and Enterprise costs 40 dollars, with monthly billing higher on each tier. A 15-day free trial is available on paid editions, so teams can test the setup before committing.
What we like- Very low starting price
- Wide feature set for the money
- Large integration marketplace
Watch out for- Financial services data models need custom setup
- Support quality varies by plan, and faster support costs extra
#4
Microsoft Dynamics 365
Best for: Financial firms already standardised on Microsoft 365 and Azure
Visit microsoft.com
Starting price$65 per user per month (Sales Professional, billed annually)
Free planNo free plan; 30-day free trial
Microsoft Dynamics 365 Sales suits financial firms that already run on Microsoft 365, because the CRM sits inside the same identity, security, and compliance model as Outlook, Teams, and SharePoint. Sales Professional lists at 65 dollars per user per month paid yearly, Sales Enterprise at 105 dollars, and Sales Premium at 150 dollars, according to Microsoft list prices reported in October 2026 and the vendor pricing page opened 11 November 2026.
What we like- Deep Microsoft 365, Teams, and Outlook integration
- Strong security and compliance tooling
- Published list prices
Watch out for- Implementation usually needs a partner, which adds cost
- Copilot AI features consume credits that can add to the bill
#5Wealthbox
Best for: Independent RIAs and small wealth teams that want a modern, easy advisor CRM4.6/5 on
G2 (109 reviews, checked Oct 2026)
Visit wealthbox.com
Starting price$65 per user per month (Basic)
Free planNo free plan; 14-day free trial
Wealthbox is the advisor CRM many small RIAs pick when they leave a broker-dealer and set up their own firm, because it is fast to learn and its activity feed shows client work at a glance. The vendor pricing page opened 11 November 2026 lists Basic at 65 dollars per user per month, Pro at 85 dollars, and Premier at 119 dollars, with Enterprise quoted separately.
What we like- Built for advisors with households and contacts at the centre
- Clean activity feed
- SOC 2 Type II certified with bank-level security
Watch out for- Workflows and two-way email sync start on Pro, so Basic is mainly a contact and task database
- Price rose from 59 dollars in October reports to 65 dollars on the vendor page in November 2026
#6Redtail CRM
Best for: Budget-conscious advisors and broker-dealer representatives4.3/5 on
G2 (268 reviews, checked Oct 2026)
Visit redtailtechnology.com
Starting price$39 per user per month (Launch, billed yearly)
Free planNo free plan; 30-day free trial
Redtail CRM is the most widely used advisor CRM, and its price is the main reason it stays that way. Launch costs 39 dollars per user per month billed yearly, or 45 dollars billed monthly, for up to 5 users, while Growth costs 59 dollars billed yearly, or 65 dollars billed monthly, with no user cap. Growth adds Imaging, Speak, and Orion planning access, and both paid plans include a 30-day free trial.
What we like- Lowest published price of any advisor-specific CRM
- Deep integrations with custodians and planning tools
- Part of Orion Advisor Solutions
Watch out for- Launch is capped at 5 users and lacks document imaging and compliant texting
- The interface looks dated next to Wealthbox
#7AdvisorEngine
Best for: Process-driven wealth firms that run on defined workflows4.2/5 on
G2 (10 reviews, checked Oct 2026)
Visit advisorengine.com
Starting price$65 per user per month (third-party reported)
Free planNo free plan; free trial available
AdvisorEngine CRM, formerly Junxure, is built for wealth firms that run their practice on repeatable processes, from client onboarding to annual reviews. Its workflow tools let a firm define each step, assign tasks, and track progress across the team, which is the feature that sets it apart from simpler advisor CRMs. The vendor does not publish a price on its website, and the site loaded 11 November 2026 shows no pricing page.
What we like- Strong workflow engine built for advisory service models
- Digital onboarding tools
- Integrates with custodians and planning platforms
Watch out for- No public pricing page, so buyers must get a quote
- Setup and training take time, and the interface can feel heavy for simple needs
#8Pipedrive
Best for: Small sales teams in insurance, fintech, and lending that want a visual pipeline4.3/5 on
G2 (5,034 reviews, checked Oct 2026)
Visit pipedrive.com
Starting price$14 per seat per month (Lite, billed annually)
Free planNo free plan; 14-day free trial
Pipedrive is a sales-focused CRM with one of the clearest pipelines on this list, and it suits insurance and fintech teams that sell in volume and need to see every deal at a glance. The vendor pricing page opened 11 November 2026 lists Lite at 14 dollars per seat per month billed annually, Growth at 39 dollars, Premium at 59 dollars, and Ultimate at 79 dollars.
What we like- Clear visual pipeline that sales teams adopt fast
- Low starting price
- More than 500 integrations
Watch out for- No advisor-specific household or policy records, so financial services teams must customise it
- Useful add-ons such as LeadBooster cost extra
Frequently asked questions
What is the best CRM for financial services overall?
Salesforce Financial Services Cloud is the best overall pick for large regulated firms, because it combines industry data models, strong security controls, and a large integration ecosystem. Smaller firms should pick Wealthbox or Redtail instead, because they cost far less and are built for advisors. HubSpot CRM is the best low-cost starting point for fintech and insurance teams.
Do financial advisors need a specialised CRM?
Most financial advisors benefit from a specialised CRM, because advisor tools model households, accounts, and review cycles out of the box. A general CRM can be configured to do the same work, but that takes time and custom build effort. Firms with simple needs can start on a general CRM, while firms that run formal service models should pick an advisor-specific tool.
Can a CRM help with FINRA and SEC compliance?
A CRM can help with compliance by archiving communications, recording who changed what, and limiting access to sensitive client data. It does not make a firm compliant on its own. Firms still need written policies, supervision, and an archiving setup that captures email and text messages. Check the archiving and audit features before you buy, not after.
Is there a free CRM for financial services?
Yes. HubSpot CRM is free for up to two users, and Zoho CRM is free for up to three users. Both free plans cover contacts, deals, and pipeline tracking. Neither free plan includes the archiving, permissions, and audit controls that a regulated firm needs, so growing firms should budget for a paid plan. Advisor-specific CRMs such as Wealthbox and Redtail offer free trials instead of free plans.
How long does it take to switch to a new financial services CRM?
A small firm can switch in one to four weeks, while a large bank or wealth firm can take three to six months. Data migration, custodian integrations, workflow setup, and staff training take most of the time. Ask each vendor for a migration plan, a data export format, and a named contact for the move before you sign.
Sources we checked (11)
- https://www.salesforce.com/financial-services/cloud/sales/
- https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing
- https://www.hubspot.com/pricing/sales
- https://www.zoho.com/crm/pricing/
- https://www.microsoft.com/en-us/dynamics-365/products/sales/pricing
- https://www.wealthbox.com/pricing/
- https://www.redtailtechnology.com/pricing
- https://www.g2.com/products/redtail-technology/reviews?focus_review=666134&product_id=redtail-crm
- https://www.g2.com/products/advisorengine-crm/pricing
- https://advisorengine.com/
- https://www.pipedrive.com/pricing
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Shihab Mia · Founder, Rankite
Shihab has 5+ years in B2B and SaaS SEO. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.