Wealthbox is #1
Top rated. Easiest to use. Highest adoption. Most popular.
Discover why Wealthbox is the best CRM for financial advisors. Get started now!
Full access. No credit card required.
Trusted by premier advisory firms
Wealthbox is rated #1 by financial advisors
Advisors have spoken on leading review sites.
Wealthbox is the #1 CRM on G2.com reviews
The leading software review site shows the winner in wealth-tech.
“…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“
Source: Kitces AdvisorTech Report, August 2025
Wealthbox is the fastest-growing CRM in the market
RIA Market Share: Growth Rates 2024 – 2025
Source: T3 / Inside Information Survey, March 2025
“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”
“We find that nearly 14% of Redtail users are thinking about switching to Wealthbox…”
Source: T3 / Inside Information Survey, March 2025
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 March 2024 integration report prepared for Wealthbox by Schwab.
“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”
Jack McCormack
Managing Director at Sanctuary Wealth
500 users on Wealthbox
Compare the best vs. the rest
It’s a CRM showdown in wealth-tech.
“There is no comparison when you look at those two [CRM] softwares… As an independent consultant who uses these systems day to day, I cannot and will never compare it to Redtail, because Wealthbox definitely blows it out of the water.”
Kristen Schmidt
Founder
RIA Oasis
Switching to the #1 CRM for
financial advisors 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!
What advisors say…
“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”
Catherine Chaney Bowman
DMK Advisor Group
“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”
Charesse Spiller
Fintech Consultant at Level Best
Upgrade to first class
See why Wealthbox is #1. Start your free trial in 15 seconds!
No credit card required.
