Best CRM for Financial Advisors

Why switch to Wealthbox?

Modern design. Intuitive workflows. Goodbye clunky CRM.

Wealthbox Mobile App and Desktop App

Wealthbox is a fresh approach.

Simple CRM

Reimagined for financial advisors to manage clients – easily.

Elegant Design

Intuitive and clean interface with a modern aesthetic.

Hassle-free Migration

Transfer your CRM data with ease.

Switch to Simplicity

"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."

RIABiz article

"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."

Keep your CRM data, import from your current CRM.

Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.

Need help importing your data?

Amber and her help-desk team are here for you.

Request a migration →

See the Wealthbox difference.

Full-featured 30-day trial. No credit card required.