Compare CRMs

Wealthbox vs.
Redtail CRM

Ready for a CRM that feels modern? Wealthbox gives financial advisors a clean, intuitive experience with built-in AI, native integrations, and amazing customer support.
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Trusted by premier advisory firms

Trusted by leading financial firms

“…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“

Source: Kitces AdvisorTech Report, August 2025

RIA Market Share: Growth Rates 2025

Source: T3 / Inside Information Survey, March 2025
Kristen Schmidt
“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

$4.2B AUM
60+ Users on Wealthbox
98% User Adoption

Tortuga Financial

Happy Switchers

Tortuga Financial switched from Redtail to Wealthbox. They couldn’t be happier. Wealthbox is “actually fun to use.” Watch now.

Why firms switch

The case for leaving Redtail.

Simple Onboarding

Switching from Redtail to Wealthbox is easy.

Advisors can simply “sign up and go” to start using Wealthbox immediately. Easy data migration and a dedicated onboarding representative help make it a simple and fast switch.
Modern interface

Wealthbox feels modern where Redtail feels dated.

Wealthbox was designed from the ground up for the way advisors work today, with a clean layout, fast navigation, and a consistent experience across every screen. Teams tell us it simply feels more intuitive.
Native integrations

Your stack connects natively with Wealthbox.

Custodians, planning tools, and portfolio platforms connect easily, so your data flows into your CRM without any headaches. Advisors spend less time on duplicate data entry across systems and more time with clients.
Better collaboration

The activity stream keeps your whole team in sync.

Wealthbox acts as a collaborative workspace for your firm, so coworkers can follow, comment on, and act on client activity in one place. It makes running a growing practice far easier.
Flexible Workflows

Goodbye complexity, hello simplicity!

Creating a workflow template in Wealthbox is as simple as making a list. You can also add conditional logic to workflow sequences for added flexibility. It’s simple to set up and easy to follow the steps, ensuring nothing falls through the cracks.
Email Sync

The difference between Redtail and Wealthbox email integrations is night and day.

Wealthbox actually fuses CRM with email functionality in Wealthbox Mail. This two-way sync connects your inbox, letting you manage your emails all in one place without leaving Wealthbox. Client emails can be viewed on the contact record page, and you can even add multiple client email addresses (personal, business) to the same contact record.
Mobile App

Wealthbox’s mobile app is the highest-rated in wealthtech.

Look up contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
Workspaces for Teams

Home office can manage remote teams with separate Wealthbox workspaces.

The easy drop-down menu allows you to switch into different workspaces to collaborate with separate groups. Create customized templates for automated workflows and publish them to each CRM workspace to establish standardized practices that help grow your business.
Responsive support

Wealthbox has better customer support than Redtail

Connect by phone, screen-share, or email with our responsive and friendly support team. Wealthbox also has a knowledge base and a searchable how-to video library to answer questions.
15,000+ Redtail Defectors

Join the club.

You’ll be in good company with over 15,000 financial professionals who have made the switch from Redtail to Wealthbox. More join every day! Switching is fast and easy with our onboarding specialists and secure data migration system.
Switch from Redtail

Migration is simpler
than you think

The top reason advisory firms stay on Redtail is that switching feels daunting. In practice, most Wealthbox customers are fully migrated in two to three weeks.
  1. Step 1

    Your data moves

    Our Data Team takes your Redtail data and handles the mapping and import.
  2. Step 2

    Your team onboards

    Onboarding takes a few hours, not a course. No consultants and no classroom training.
  3. Step 3

    You're live

    Full contact history, notes, and workflows intact, with a support team that’s ready to help.
G2 User Reviews

Wealthbox vs. Redtail

The numbers tell the story better than we can. Here is how advisors rate the two platforms on G2.
Redtail CRM
Ease of Use
Wealthbox
9.4
Redtail CRM
8.6
Ease of Setup
Wealthbox
8.9
Redtail CRM
8.4
Ease of Admin
Wealthbox
9.5
Redtail CRM
8.7
Meets Requirements
Wealthbox
9.1
Redtail CRM
8.6
Quality of Support
Wealthbox
8.8
Redtail CRM
8.7
Source: G2 Reviews as of July 2026
An honest verdict

Which CRM is right for your firm?

Choose

Redtail makes sense if…

  • You don't mind an older-style CRM experience
  • Your workflows are simple and you do not need built-in AI or a modern interface
  • You are comfortable adding third-party tools for meetings, notes, and email
If that describes your firm, Redtail is a reasonable choice. Just weigh the day-to-day experience and what is included.
Choose

Wealthbox makes sense if…

  • You want an advisor-native CRM with a modern interface out of the box
  • You want built-in AI, native integrations, and strong mobile apps without add-ons
  • You want best-in-class support and migration resources
Most advisory firms that evaluate both choose Wealthbox, usually for the experience and adoption.

Switching from Redtail, answered

Yes. A dedicated migration specialist maps and imports your contacts, notes, tasks, activity history, and files from Redtail.
Most firms are fully live within two to three weeks, including data migration and team onboarding.
Most advisors feel at home quickly because Wealthbox is designed to be intuitive. Onboarding takes a few hours, and our team is on hand to help your firm get comfortable.
Yes. Broker-dealers, RIA aggregators, and multi-office firms run on Wealthbox with enterprise controls like single sign-on, admin roles, and compliance audit logs.
Wealthbox connects natively with 150+ custodian and wealthtech platforms, so most of your stack reconnects without middleware.
Yes. Start your Wealthbox experience with a 14-day free trial with full access and no credit card required.

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