Wealthbox is #1

Top rated. Easiest to use. Highest adoption. Most popular.
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Software Reviews

Wealthbox is rated #1 by financial advisors

Advisors have spoken on leading review sites.

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Leading Review Site

Wealthbox is the #1 CRM on G2.com reviews

The leading software review site shows the winner in wealth-tech.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024
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“Wealthbox has surpassed Redtail adoption in the RIA channel…”

Source: Kitces AdvisorTech Report, August 2023

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Wealthbox is the fastest-growing CRM in the market

RIA Market Share: Growth Rates 2022 – 2023

Wealthbox CRM had a 59.6% RIA market share increase from 2022 to 2023.
Redtail CRM had a 16.3% RIA market share decline from 2022 to 2023.
Salesforce CRM had a 1.8% RIA market share decline from 2022 to 2023.

Source: T3 / Inside Information Survey, March 2023

CRM Vendor Analysis

Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

“We find that nearly 12% of Redtail users are thinking about switching to Wealthbox…”

Source: T3 / Inside Information Survey, January 2024

User Adoption Reporting

Wealthbox is ranked #1 for user engagement at integrated custodians

Advisors love custodial integrations with Wealthbox. For instance, at Schwab Advisor Services, Wealthbox is ranked #1 out of 9 CRM vendors for user engagement based on a December 2023 integration report prepared for Wealthbox by Schwab.

Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services
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“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.

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Jack McCormack

Managing Director at Sanctuary Wealth

425 users on Wealthbox

Compare the best vs. the rest

It’s a CRM showdown in wealth-tech.

Switching to the #1 CRM
for RIAs is easy

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!

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What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

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Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

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Charesse Spiller

Fintech Consultant at Level Best

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