Wealthbox is a CRM built for financial advisors, offering contact management, pipelines, email sync, AI meeting notes, and 150+ integrations.
Wealthbox is a CRM built specifically for the financial advisory industry, used by independent advisors, enterprise advisory firms, banks and credit unions, family offices, trust companies, and broker-dealers. It centralizes client contact data, notes, emails, files, and financial details in one workspace, with a drag-and-drop pipeline for tracking opportunities by stage and customizable workflow templates for repeatable business processes.
The platform includes two-way email sync through Wealthbox Mail, linked task and calendar management, dynamic CRM reporting, and an AI Notetaker add-on that records, transcribes, and generates notes from client meetings. Wealthbox integrates with over 150 platforms, including major custodians such as Fidelity and Schwab, financial planning tools like MoneyGuide and RightCapital, and productivity apps including Outlook, Gmail, Slack, and DocuSign.
Wealthbox is ranked the #1 CRM for financial advisors on G2 and is used by firms such as Sanctuary Wealth and Avidian Wealth Solutions. New users can try the platform with a 14-day free trial that requires no credit card.
Wealthbox is a CRM built for the financial advisory industry, used by independent advisors, enterprise advisory firms, banks and credit unions, family offices, trust companies, and broker-dealers.
Yes, Wealthbox offers a 14-day free trial with no credit card required across all standard plans.
Wealthbox has three self-serve plans billed per user/month: Basic ($59), Pro ($75), and Premier ($99), plus a custom-priced Enterprise plan for multi-workspace needs.
Wealthbox integrates with over 150 platforms, including custodians like Fidelity and Schwab, financial planning tools like MoneyGuide and RightCapital, and productivity apps such as Outlook, Gmail, Slack, and DocuSign.