Wealthbox CRM
Financial services CRM software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$59 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Banking and insurance
- Professional services (engineering, legal, consulting, etc.)
- Real estate and property management
What is Wealthbox CRM
Wealthbox CRM is a cloud-based customer relationship management system designed for financial advisors and wealth management firms. It centralizes client and prospect records, activity tracking, tasks, notes, and communications to support relationship management and advisory workflows. The product emphasizes a modern user interface and advisor-oriented features such as householding and integrations with common financial services tools.
Advisor-focused CRM workflows
Wealthbox supports common wealth management CRM needs such as householding, relationship mapping, and tracking client interactions over time. It is oriented around day-to-day advisor workflows including tasks, notes, meetings, and follow-ups. This focus can reduce the amount of customization typically required when using general-purpose CRM platforms.
Modern, easy-to-navigate UI
The application uses a streamlined interface that makes it easier to review timelines, recent activity, and client context. Users can capture notes and activities quickly, which supports consistent recordkeeping. Compared with more complex enterprise suites, the UI and navigation tend to be simpler for small-to-mid-sized advisory teams.
Integrations and API availability
Wealthbox provides integrations with a range of third-party tools used by advisory firms (for example, email/calendar and other practice-management components). It also offers an API that can support custom connections and data synchronization. This helps firms fit the CRM into an existing tech stack rather than replacing multiple systems at once.
Not an end-to-end platform
Wealthbox is primarily a CRM and does not replace portfolio management, trading, performance reporting, or core back-office systems. Firms often still need additional products for client reporting, document management, and compliance workflows. Organizations seeking a single, tightly integrated suite may find the overall solution requires multiple vendors.
Limited deep enterprise customization
While configurable, Wealthbox is generally positioned for advisory practices rather than highly complex enterprise deployments. Firms with extensive custom objects, bespoke approval processes, or multi-division data models may encounter constraints compared with larger enterprise CRM ecosystems. Advanced governance requirements can also increase reliance on integrations and external tooling.
Compliance needs vary by firm
Financial services firms often require specific supervision, retention, and audit controls across communications and records. Depending on the firm’s regulatory profile, additional configuration and third-party archiving/surveillance tools may be necessary. Buyers typically need to validate how the product supports their specific compliance and record-retention policies.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Basic | $59 per user / month | Starter CRM; 1 workspace; 1 opportunity pipeline; 2 GB file storage; Starter contact & household management; Free 14-day trial. |
| Pro | $75 per user / month | Core CRM features with Wealthbox Mail (email sync); 1 workspace; 3 opportunity pipelines; 5 GB file storage; API access; Free 14-day trial. |
| Premier | $99 per user / month | Advanced features for power users; 5 workspaces; 5 opportunity pipelines; 10 GB file storage; enhanced reporting/workflows; Free 14-day trial. |
| Enterprise | Custom pricing | Customizable multi-workspace enterprise offering (SSO, priority support, dedicated account manager, admin/export controls); Contact sales for pricing. |
Additional note: AI Notetaker Add-On (introductory rate) listed at $49 per user / month on the vendor site.
Seller details
Wealthbox, Inc.
New York, NY, USA
2014
Private
https://www.wealthbox.com/
https://x.com/wealthbox
https://www.linkedin.com/company/wealthbox/
