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CRM and AI Workspace
for Financial Advisors

A single hub to collaborate on clients, automate busywork, and drive growth.

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Wealthbox is the #1 rated CRM for financial advisors

Advisors rank Wealthbox the #1 CRM in wealthtech on G2, the leading software review site.

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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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Meetings

Prepare, collaborate, and follow up on client meetings with the help of the Wealthbox AI Notetaker.
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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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AI Notetaker

Automatically record, transcribe, and generate actionable notes, all without ever leaving Wealthbox.
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Trusted by premier advisory firms

What advisors say…

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

Jack McCormack

Sanctuary Wealth

500 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

Avidian Wealth Solutions

50 users on Wealthbox

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

Charlie Rocco

MONECO Advisors

45 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 migration process was incredibly smooth. We were surprised and we thought it would be bumpy, however, it was a great experience and process. …kudos to the Wealthbox Migration Team.”

Erica Snyder

Hunter Associates

22 users on Wealthbox

“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”

Scott Marek

Maia Wealth

30 users on Wealthbox

Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 150 leading custodial platforms and wealthtech applications.

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Switch with ease

Do it yourself. Or we can do it for you.

Why switch from

Salesforce

Why switch from

Redtail

Why switch from

Other CRMs

Import data from

Outlook & CSV

Upgrade to Wealthbox

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