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Wealthbox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Wealthbox is CRM you’ll actually enjoy.
Table of Contents
Is this product right for your business?
Find out with a
Wealthbox - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: August 2025
Wealthbox overview
What is Wealthbox?
Wealthbox is a leading cloud CRM solution that provides advanced capabilities to help financial advisors and independent financial advisors increase their business and foster collaboration among the firm's team members. Wealthbox integrates with custodial platforms and complementary wealth-tech products and its modern product design offer simplicity in user experience combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox CRM to help them serve clients, streamline operations and grow their businesses.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Client Notes
Workflow Management
Integrations
Financial Planning
Updates
Wealthbox’s user interface
Wealthbox pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.4
Ease of use
4.8
Customer support
4.5
Reviews sentiment
What do users say about Wealthbox?
The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals.
Select to learn more
Who uses Wealthbox?
Based on 145 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Wealthbox's key features
Most critical features, based on insights from Wealthbox users:
All Wealthbox features
Features rating:
Wealthbox alternatives
Wealthbox
Starting from
59
/user
Per month
Redtail CRM
Starting from
No pricing info
Zoho CRM
Starting from
No pricing info
Maximizer CRM
Starting from
No pricing info
Wealthbox pricing
Pricing plans
Pricing details:
Enterprise
No pricing info
Features included:
- 20 GB File Storage
- 2-Factor Authentication
- Activity Stream
- Administrative Controls
- API Access
- Bank-Level Security
- Bcc Email Forwarding
- Broadcast Email
- Calendar
- Chrome Extension for Gmail
- Compliant Note Archiving
- Contact & Household Management
- Contact Segmentation Tags
- Coworker Notifications
- CRM Migration Assistance
- Customer Support Help Desk
- Custom Fields
- Customizable Groups
- Daily Task Digest
- Data Portability
- Dedicated Account Manager
- Email Link Tracking
- Email Open Tracking
- Email Templates and Themes
- Enterprise Implementation Program
- Enterprise SSO
- Knowledge Base Q&A
- Live Help
- Mobile App Companion
- On-Premise Exchange Sync
- Opportunity Kanban Boards
- Opportunity Management
- Partner App Integrations
- Permissions & Visibility
- Priority Enterprise Support
- Projects
- Reports – Automated
- Reports – Dynamic/Customized
- Session Timeout
- SFTP Account Reports & Backups
- SOC 2 Compliant
- Task Management
- Two-Way Calendar Sync
- Two-Way Email Sync
- Unlimited CRM Workspaces
- Unlimited Opportunity Pipelines
- Video Tutorial Library
- VPN Support for Exchange Sync
- Wealthbox Mail
- Workflow Milestones
- Workflow Outcomes
- Workflows
- Workflow Template Publishing
- Workspace Account Switcher
User opinions about Wealthbox price and value
Value for money rating:
To see what individual users think of Wealthbox's price and value, check out the review snippets below.
Dana M.
Financial Planner
Greg H.
Financial Specialist
Wealthbox integrations (54)
Integrations rated by users
We looked at 145 user reviews to identify which products are mentioned as Wealthbox integrations and how users feel about them.
Wealthbox support options
Typical customers
Platforms supported
Support options
Training options
Wealthbox FAQs
Wealthbox has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Wealthbox support?
Wealthbox supports the following languages:
English
Q. Does Wealthbox support mobile devices?
Wealthbox supports the following devices:
Android, iPad, iPhone
Q. Does Wealthbox offer an API?
Yes, Wealthbox has an API available for use.
Q. What level of support does Wealthbox offer?
Wealthbox offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk
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