ClickUp vs Wealthbox: Complete Comparison (2026)
An in-depth comparison of ClickUp and Wealthbox to help you choose the right tool for your business.
Last updated: November 2026
ClickUp
7.1/10
ClickUp is a work management platform with tasks, docs, chat, automations, AI agents and a CRM layer for contacts, companies and deals, aimed at business teams.
Wealthbox
6.7/10
Wealthbox is a web-based CRM for financial advisors and wealth management firms, covering households, workflows, pipelines and custodial integrations.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.7/10 |
| Customization | 9/10 | 6/10 |
| Integration | 8/10 | 8/10 |
| Scalability | 7/10 | 6/10 |
| Analytics | 7/10 | 6/10 |
| Cost | 7/10 | 5/10 |
| Ease of Use | 5/10 | 9/10 |
| Security | 8/10 | 7/10 |
| Support | 5/10 | 5/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $12/user/mo Core | $65/user/mo Basic |
| Estimated cost for 10 users | Free Free Forever | $650/mo Basic |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Mobile Access | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Lead Management | Not listed | |
| Marketing Automation | Not listed | |
ClickUp vs Wealthbox cost by team size
ClickUp costs less at every team size we checked.
| Team size | ClickUp | Wealthbox |
|---|---|---|
| 1 user | FreeFree Forever | $65/moBasic |
| 5 users | FreeFree Forever | $325/moBasic |
| 10 users | FreeFree Forever | $650/moBasic |
| 25 users | FreeFree Forever | $1,625/moBasic |
| 50 users | FreeFree Forever | $3,250/moBasic |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose ClickUp
- Has a free plan (Wealthbox does not)
- Lower estimated cost for 10 users: Free vs $650/mo
- Higher Customization score (9/10 vs 6/10)
- Higher Cost score (7/10 vs 5/10)
- Better fit for sales teams (5/10 vs 3/10)
Why choose Wealthbox
- Higher Ease of Use score (9/10 vs 5/10)
Pros & Cons
ClickUp
Pros
- Deals can become delivery projects in the same workspace, which suits agencies and consultancies that sell and deliver client work.
- The free plan allows unlimited members and unlimited tasks, so small teams can try the platform before paying.
- Custom fields, task types, many views and automations let teams model most pipelines and processes without code.
- Enterprise security options include SAML, SCIM, audit logs, data residency and HIPAA support with a BAA.
Cons
- It is not a dedicated CRM. Reviewers report needing Zapier automations for CRM workflows, and the CRM page does not confirm email sync or native calling.
- Reviewers report a steep learning curve and say new users need hours of training to become proficient.
- G2 and Capterra reviewers report bugs, slow performance and support replies that do not resolve problems.
- The late-2026 pricing change raised per-user list prices for new workspaces, and heavy AI use requires buying extra credits.
Wealthbox
Pros
- Reviewers on G2 and SmartAsset say advisors can learn it with little training.
- More than 150 integrations with advisor tools such as Schwab, Fidelity, Orion and Addepar, plus Zapier.
- Has its own SOC 2 Type II audit, encrypts data at rest and supports two-factor authentication.
- Per-user pricing keeps costs down for small teams, and AI agents come with every plan.
- Data migration help and onboarding support are available.
Cons
- There is no phone support. Help comes only through tickets, which is a frequent complaint in reviews.
- Workflows, email sync and custom dashboards are only on the higher tiers.
- AI Notetaker and Vault cost extra per user.
- It is built for financial advisors, so it fits general sales teams poorly.
- Some reviewers want more native integrations.
Not sold on either?
Frequently Asked Questions
ClickUp scores higher on our CRM criteria: 7.1/10 against 6.7/10 for Wealthbox. The largest gap is in Ease of Use: 5/10 for ClickUp and 9/10 for Wealthbox.
ClickUp costs less for 10 users: free on its Free Forever plan, against about $650/mo on its Basic plan for Wealthbox, billed monthly.
ClickUp has a free plan; Wealthbox does not list one.
ClickUp is the better fit for enterprise: we rate it 6/10 for them, against 4/10 for Wealthbox.
