CRM You'll Actually Enjoy

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

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“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.

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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?

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  • 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.
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Schedule it now with Amber.

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

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

Why Switch From

Salesforce

No bloat →
Why Switch From

Redtail

Simplicity matters →
Why Switch From

Other CRMs

Easy migration →
Import Data From

Outlook & CSV

Simple importing →

On Our Advisory Board

We're proud to work with Michael Kitces, who is an advising consultant to team Wealthbox.

"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
Wealthbox is the Official CRM of Simplicity

Discover Why Advisors Love Wealthbox

Beautifully designed CRM. See what the buzz is about.

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