Best Wealth Management Software in 2026

Compare the best wealth management of 2026. We track 8 wealth management tools and rank them on pricing, features, ease of use, and real-world fit, with Holistiplan, RightCapital, Advyzon among the standouts. Use the filters and comparisons below to find the right fit for your team and budget.

8 wealth management tools compared

Holistiplan

Tax planning for advisors.

4.8(200)From $499/yr

RightCapital

Financial planning software.

4.7(400)From $139/mo

Advyzon

All-in-one advisor platform.

4.7(200)Custom

Wealthbox

Starburst Labs

CRM for financial advisors.

4.7(300)From $45/user/mo

Altruist

Custodian built for RIAs.

4.6(200)Free

Addepar

Wealth data and analytics.

4.4(200)Custom

Nitrogen

Risk and growth for advisors.

4.4(300)Custom

Orion

Orion Advisor Solutions

Tech platform for advisors.

4.2(400)Custom

How to choose wealth management

Choosing wealth management comes down to a few decisions that matter more than a long feature checklist:

Pricing model & free tier. 1 of these tools offer a free tier, so you can trial the workflow before paying. Watch for per-seat minimums and add-on fees.
Core features vs. your job-to-be-done. Write down the specific outcome you need and shortlist on must-haves only — extra features you won't use rarely justify a higher tier.
Integrations. The best wealth management fits the stack you already run. Check for native integrations with your other tools, or an API/Zapier path.
Ease of use & onboarding. Run a real trial with your own data and the people who'll use it daily. A tool that wins on paper can still lose on usability.
Support & scalability. Confirm the plan you're buying includes the support level and limits you'll need as you grow.

We weight editorial ratings alongside third-party review scores and pricing transparency — see our methodology for how rankings are decided.

Frequently asked questions

What is the best wealth management?

Holistiplan is our top-rated pick among wealth management for 2026 — Tax planning for advisors.. RightCapital and Advyzon are also strong, depending on your needs.

Is there free wealth management?

Yes — Altruist offers a free tier. They're a good place to start before paying for advanced features.

How much does wealth management cost?

Wealth Management is typically priced as freemium or subscription, with entry plans ranging from free to a few hundred dollars per month depending on seats and features. Each tool's page lists current pricing.