CRM You'll Actually Enjoy Wealthbox is elegantly designed and outrageously simple CRM for financial advisors. Enjoy it now!

Web-based and secure. User friendly. No training required. Easy import and export. Let's do this.

“Holy cow! Wealthbox is awesomely simple to use and is a seriously powerful workspace for our rapidly growing RIA firm. The social collaboration and team dynamics are amazing.”

— Jason Wenk, Retirement Wealth Advisors, Inc.

— Recent News —

Features for the Modern Financial Advisor

Wealthbox keeps you connected with clients, prospects, and staff - with ease.

Everything in One Place

Wealthbox CRM integrates with leading financial tools and networks.

Security & Support

You need it. Wealthbox has it.

Bank-Level Security
  • Fully Backed-Up Data
  • 256-Bit Encryption over SSL
  • Two-Factor Authentication
  • Session Time-Out
Data Transfer Services
  • Data Portability
  • CSV & XML Import/Export
  • CRM Migration Mapping
  • Consultation & Assistance
Friendly Help
  • Helpdesk Live Chat
  • Screensharing Help
  • Email Support
  • Telephone Support

See the Power of Simplicity

Watch a quick video tour of Wealthbox CRM.

Schedule a 1-on-1 demo

You're in Good Company

Read what advisors and experts say about Wealthbox CRM.

"Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently."

John Brueggeman

Viceroy Wealth Counsel

"With Wealthbox, collaboration feels like a natural extension of the CRM. …Pricing is in a sweet spot among competing CRM providers."

Bill Winterberg

Freelance contributor
Morningstar Advisor

"I've used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It's amazing."

Tom Boova

IFG Capital

Ready to give Wealthbox a try?

Get started in 30 seconds.

  • Free trial for 30 days. No credit card required.
  • Invite unlimited users. It's free for everyone.
  • Try out all the features. See the power of simplicity.

Not sure? Get a live demo.

Schedule it now.

  • Personal tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • Tailored demo for your needs.

Considering a CRM Switch?

Meet Amber,
from Team Wealthbox.

She’ll give you a personal tour and show you an easy way to transfer your CRM data into Wealthbox.

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