Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful.
Web-based and secure. No training required.

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Features for the Modern Financial Advisor

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

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Simplicity that Scales

Grow your advisory business with Wealthbox CRM.

Financial Advisors

CRM for teams and solo advisors to manage client relationships.

Enterprise Firms

Enterprise CRM for large wealth management firms.

Broker-Dealers

Enterprise CRM technology for broker-dealers.

What Advisors Say…

“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

“We love the Wealthbox interface, because it’s so intuitive and easy to use, and everyone stays in the loop on client activity.”

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.
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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.

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 →
Migrate to Wealthbox →

Try Wealthbox now.

Super fast, simple signup. No credit card required.

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