Home / Integrations / Salesforce
AI tools that integrate with Salesforce
18 tools name Salesforce as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.
Compared
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Free plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user minimum). Enterprise: talk to sales. ↗ fathom.ai/pricing | Zoom, Microsoft Teams, Google Meet, Salesforce, HubSpot, Zapier, Slack, ChatGPT, Claude ↗ fathom.ai/integrations | SOC 2 Type II, GDPR and HIPAA mentioned on homepage ↗ fathom.ai | Visit | |
| Websites $199/mo. Marketing automation $199–$299/mo. Texting $99/mo. Bundles $199, $299 and $899/mo on annual terms, plus setup fees of $199–$499. ↗ snappykraken.com/pricing | Redtail, Wealthbox, Salesforce, Black Diamond, Practifi, Zapier, LinkedIn, SS&C ↗ snappykraken.com/integrations | SOC 2 Type 2; Says it has FINRA- and SEC-ready approval workflows and archiving ↗ snappykraken.com | Visit | |
| Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms. ↗ catchlight.ai/pricing | Redtail, Wealthbox, Salesforce, Practifi ↗ catchlight.ai/integrations | None found | Visit | |
| All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits). ↗ fpalpha.com/pricing | Redtail, Wealthbox, Salesforce, eMoney ↗ fpalpha.com/pricing | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ justvanilla.com | Salesforce, Orion, Black Diamond, Addepar, eMoney ↗ justvanilla.com/product-integrations | Says it has completed four consecutive SOC 2 Type II audits with zero findings; AES-256, SSO and MFA mentioned on integrations page ↗ justvanilla.com | Visit | |
| Not published ('Inquire for Pricing'). ↗ wealth.com/pricing | Salesforce, Wealthbox, Redtail, Advyzon, eMoney, Orion, Addepar, Black Diamond, Schwab ↗ wealth.com | SOC 2 Type II; Data encrypted at rest and in transit, stored in the U.S.; SOC 2 Type 2 audit ↗ wealth.com/pricing | Visit | |
| Orion Compliance (employee & firm oversight): $8,500/yr for up to 10 users, plus $200/user/yr. Core portfolio and reporting pricing isn't published. ↗ orion.com/advisor-tech/compliance/plans | Salesforce, Redtail ↗ orion.com | Says it holds ISO/IEC 42001 certification for AI (homepage); Says 'Orion maintains SOC 2 compliance' ↗ orion.com | Visit | |
| Standard $39/mo billed annually (unlimited hours, CRM integrations, free trial). Enterprise: custom. ↗ finmate.ai/pricing | Salesforce, Redtail, Wealthbox, Google Calendar, Outlook, Zoom ↗ finmate.ai | SOC 2 Type 2; Cyber insurance via WTW and Coalition; Penetration testing ↗ finmate.ai | Visit | |
| Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo. ↗ greminders.com/pricing | Redtail, Wealthbox, Salesforce, Advyzon, HubSpot, Practifi, Outlook, Google Calendar, Zoom, Microsoft Teams ↗ greminders.com/integrations | Says 'GReminders and its Data Center Provider' meet ISO 27001 and SOC 1/2/3 Type II; HIPAA BAA available ↗ greminders.com/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ altruist.com | Redtail, Wealthbox, Salesforce, Advyzon, eMoney, RightCapital, MoneyGuide, Vise, StratiFi, SmartRIA ↗ altruist.com/integrations | SOC 2 Type 2 examination by an independent AICPA auditor ↗ altruist.com/legal/security | Visit | |
| Core $199/mo. Pro $299/mo. Free 14-day trial. Annual billing gets 2 months free. ↗ incomelaboratory.com/pricing | Redtail, Wealthbox, Salesforce, Schwab, Fidelity, Orion, Black Diamond ↗ incomelaboratory.com/pricing | SOC 2 Type II ↗ incomelaboratory.com/pricing | Visit | |
| $100/advisor/mo for the first 12 months for new and emerging RIAs (12-month term). Standard $500/mo. ↗ deepvest.ai | Wealthbox, Salesforce, Zoho ↗ deepvest.ai/product/planning | SOC 2 Type II certified ↗ deepvest.ai | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ fintrx.com | Salesforce, HubSpot, Microsoft Dynamics, Claude, ChatGPT ↗ fintrx.com/crm-integrations | SOC 2 Type 2 attested ↗ fintrx.com/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ levitate.ai | Redtail, Salesforce, Wealthbox, QuickBooks ↗ levitate.ai/integrations | None found | Visit | |
| Essential $5,995/yr (500 accounts). Premium $16,995/yr (1,500 accounts). Platinum $39,995/yr. ↗ stratifi.com/pricing | Redtail, Salesforce, Wealthbox, MoneyGuide, Envestnet, Fidelity, Pershing, Altruist, Schwab ↗ stratifi.com/integrations | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ docupace.com | Redtail, Salesforce, Wealthbox, Practifi, Pershing, PreciseFP, Pulse360, OneDrive, SEI ↗ docupace.com/integrations | None found | Visit |
Weekly newsletter
The Advisor AI Changelog
One short email a week on what changed in advisor AI tools: prices, integrations and security, with a source for every item.
Free. Weekly. Unsubscribe anytime.