Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required. Try it today!

Wealthbox Dashboard Screen on Laptop

You're in good
company!

Wealthbox connects financial advisors with clients, prospects, and coworkers

Powerful Features

Easily manage client relationships

Contact Management

Organize notes, emails, files, and financial information quickly and easily.

Connect your email to Wealthbox in a two-way sync for amazing productivity.

Build and manage your pipeline by stage in a sleek drag-and-drop interface.

Sync your calendar and create custom individual and group views.

Collaborative CRM

Be productive with your team

Workflows

Customize workflows and build templates for business process efficiency.

Share client activity updates in a live stream with your team.

Create and assign tasks that link to contact records or financial planning opportunities.

Generate and save dynamic CRM reports for better analytical insight.

Trusted by thousands of advisors

“Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption,”

Jack McCormack, Managing Director at Sanctuary Wealth

315 users on Wealthbox

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”

Charlie Rocco, MONECO Advisors

45 users on Wealthbox

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

Rachel Daniels, STA Wealth

51 users on Wealthbox

“The support team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”

Susan Radziewicz, Trifound

40 users on Wealthbox

The hub of integrations

Connect seamlessly with the tools you love

Wealthbox integrates with the leading custodial platforms and wealth-tech applications.

View all integrations →

Switch with ease

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

Get started with Wealthbox

Ready to try Wealthbox? Start your 30-day free trial now.
Or schedule a demo. Let’s do this!