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Wealthbox CRM
5
104
4
37
3
3
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud CRM for financial advisors and wealth firms
Table of Contents
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Wealthbox CRM - 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: September 2026
Wealthbox CRM overview
What is Wealthbox CRM?
Wealthbox CRM is a cloud-based CRM workspace built for financial advisors and wealth management firms of all sizes, from independent RIAs to enterprise broker-dealers, banks, credit unions, trust companies, and family offices. The platform centralizes client and household records, full communication history, financial data, relationship tracking, opportunity pipeline management, automated workflows, and meeting management in a single environment. Two-way email sync with Gmail and Outlook, broadcast email with open and click tracking, shared meeting agendas, and collaborative notes keep advisor teams coordinated without switching between tools. A mobile app for iOS and Android stays fully synced with the web account for access in the field.
Wealthbox CRM includes a native AI layer across several functions. The AI Notetaker joins Zoom and Teams meetings, transcribes conversations, generates structured summaries, suggests action items, and drafts follow-up emails, all saved directly to the client record. The AI Assistant monitors client activity, drafts follow-up communications, and surfaces recommended actions, requiring advisor confirmation before any CRM changes are written. AI Meeting Prep aggregates recent notes, tasks, meetings, relationships, and financial data into a pre-meeting summary. AI-generated reporting, available on Premier and Enterprise plans, produces detailed CRM reports from natural-language prompts with support for custom parameters, data points, and charts. Early-access AI agents and playbooks add a further layer of guided next-step recommendations across the practice.
The platform supports compliance requirements through complete activity logs, searchable audit trails, SOC 2 Type II certification, 256-bit encryption, two-factor authentication, role-based permissions, SSO, and an Open API. Over 150 native integrations connect to custodial platforms, portfolio management, financial planning, compliance, and marketing tools, including Schwab, Fidelity, Pershing, MoneyGuide, eMoney, and Orion. Customizable dashboards, custom fields, custom objects, and workflow templates allow configuration to match firm-specific processes. Assisted data migration from an existing CRM is included. Plans start at $59 per user per month with a 14-day free trial and no credit card required.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Client Notes
Ease of Use
Task Management
Financial Planning
Updates
Do you work for Wealthbox CRM? Manage this product listing
Wealthbox CRM’s user interface
Wealthbox CRM review summaries overview
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 CRM?
Reviewers feel Wealthbox is exceptionally easy to use, with an intuitive interface and a short learning curve that makes onboarding and daily tasks straightforward. They appreciate the clean design, helpful client management features, and the ability to quickly take notes, manage workflows, and organize client data, which streamlines their operations and reduces time spent on non-client tasks.
They say integrations with other software are valuable but sometimes limited or require additional tools, and some wish for deeper automation and more robust workflow options. They find customer support responsive, though some prefer more direct phone support and enhanced email functionality.
Select to learn more
Who uses Wealthbox CRM?
Based on 146 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Wealthbox CRM's key features
Most critical features, based on insights from Wealthbox CRM users:
All Wealthbox CRM features
Features rating:
Wealthbox CRM alternatives
Wealthbox CRM
Starting from
59
/user
Per month
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12
/user
Per month
eWay-CRM
Starting from
20
/user
Per month
Zoho CRM
Starting from
14
/user
Per month
Wealthbox CRM 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 CRM price and value
Value for money rating:
To see what individual users think of Wealthbox CRM's price and value, check out the review snippets below.
Tony B.
Operations Manager
Tony B.
Operations Manager
Wealthbox CRM integrations (4)
Integrations rated by users
We looked at 146 user reviews to identify which products are mentioned as Wealthbox CRM integrations and how users feel about them.
Other top integrations
Wealthbox CRM support options
Typical customers
Platforms supported
Support options
Training options
Wealthbox CRM FAQs
Wealthbox CRM has the following typical customers:
Small Business, Large Enterprises, Mid-size Business, Freelancers
These products have better value for money
Q. Does Wealthbox CRM support mobile devices?
Wealthbox CRM supports the following devices:
Android, iPad, iPhone
Q. What level of support does Wealthbox CRM offer?
Wealthbox CRM offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk
