Modern CRM for Financial Advisors

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

The Wealthbox desktop and mobile apps.

Wealthbox is the #1 rated CRM for financial advisors

G2 Fall 2023 awards for Wealthbox CRM G2 Fall 2023 awards for Wealthbox CRM

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024
Full-Featured CRM

Everything advisors need to connect with clients, prospects, and coworkers

Contact Management

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

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

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

Customize workflows and build templates for business process efficiency.
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Activity Streams

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

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

Sync your calendar and create custom individual and group views.
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Reports

Generate and save dynamic CRM reports for better analytical insight.
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Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

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Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

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Image of Amber, Head of Customer Migrations at Wealthbox