Company | Testimonials


“Having used so many other CRMs, Wealthbox just works, and works exceptionally well for what an advisor needs to run their practice efficiently.”

John Brueggeman, Viceroy Wealth Counsel


“I’ve used clunky CRMs over the years but just stayed in Outlook to manage my contacts. Then I found Wealthbox CRM. It’s amazing.”

Tom Boova, IFG Capital


“Wealthbox is the CRM I’ve been waiting for. It’s so easy to use and powerful, and hits all the right notes for financial advisors. This is my 3rd CRM in 3 years, and I’ve finally found the right solution.”

Greg Brown, Pathway Planning


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

Jason Wenk, CEO, FormulaFolios (650 users on Wealthbox)

Wealthbox is the Official CRM of Simplicity