Modern CRM for Financial Advisors

Wealthbox is elegantly designed CRM you'll actually enjoy.
Web-based and secure. No training required.

Wealthbox Dashboard Screen on Laptop
As seen in

Features for the Modern Financial Advisor

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

Simplicity that Scales

Grow your advisory business with Wealthbox CRM.

"Wealthbox is the CRM platform we use to grow FormulaFolios into a nationwide firm. It's amazing."

Jason Wenk, CEO

Watch FormulaFolios' success story

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.
Start Free Trial

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.
Sign Up for a Demo Amber, Team Wealthbox

Switch with Ease

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

Upgrade to Wealthbox

The future of CRM is here, and the switch is on. Enjoy some playful banter with our respected rivals.

Try the all-new Wealthbox 3

Sign up for a 30-day trial. No obligations. No credit card required.

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