CRM You'll Actually Enjoy

Wealthbox is elegantly designed CRM for financial advisors. Web-based and secure. No training required.

“Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.”

— Jason Wenk, Retirement Wealth Advisors, Inc.

Features for the Modern Financial Advisor

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

Meet our advisory board

"I'm happy to come aboard as a customer, strategy advisor and investor in Wealthbox CRM."

Steve Lockshin

Barron’s Top Advisor, CEO of AdvicePeriod, Cofounder of Betterment Institutional

"I'm excited to help guide the Wealthbox CRM team as they bring this kind of quality solution to advisors."

Michael Kitces

Wealth management author, consultant, industry speaker

What industry peers are saying

"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

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

Bill Winterberg

Morningstar Advisor
Freelance contributor

Ready to give Wealthbox a try?

Get started in 15 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? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.

Switch with Ease

Do it yourself. Or we can do it for you. Free and simple.

Wealthbox is the Official CRM of Simplicity

Discover Why Advisors Love Wealthbox

Beautifully designed CRM. See what the buzz is about.