Wealthbox CRM for Cambridge Investment Research Financial Advisors

Cambridge approved. Beautifully designed. Web-based and secure.

Wealthbox Dashboard Screen on Laptop
As seen in

Discover Why Cambridge-Affiliated Advisors Love Wealthbox

Simple to use. Sign up and go. Try it now!

Amazingly Simple

Get the "aha moment" of simplicity in CRM.

Gorgeous Design

Wealthbox is revered for its beautiful interface.


No old-school manuals or classes. Start now.

Advisors, register for a live demo today. Sign Up Now


CRM for the on-the-go advisor.

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

"Wealthbox is outstanding! Easy to learn and simple to use. I was up and running in a day. Truly the best CRM I have used in 16 years in the business."

Simple Pricing*

Choose a plan that suits your advisory practice. Let’s do this.

*Before Cambridge discount!


Core CRM Features


per user / month
when billed annually


Email Synced for Power Users


per user / month
when billed annually


Customizable, Multi-Workspace


per user / month
when billed annually

Import your data from any CRM – with ease.

With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.

Need help importing your data?

Our help-desk team is here for you.

Switch to Wealthbox

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 14 days. No credit card required.
  • Invite unlimited users. It's free for everyone.
  • Try out all the features. See the power of simplicity.
Start Free Trial

Not sure? Join a live demo.

Schedule it now with Amber.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox