Discover the Difference

Switch to Wealthbox® from Salesforce®

Wealthbox is elegantly designed CRM for financial advisors.

Web-based and secure. No training required. See the difference now.

As seen in

Financial Advisors Love Wealthbox

Different than Salesforce. See for yourself - 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.

"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."

RIABiz article

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple to use yet powerful and helps the team operate with efficiency.”

Charlie Rocco, MONECO Advisors

Simple Pricing

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


Starter CRM

$ 59

per user / month

Free 14-day Trial


Core CRM with Email Sync

$ 75

per user / month

Free 14-day Trial


Advanced Features
for Power Users

$ 99

per user / month

Free 14-day Trial

Keep your CRM data, import from Salesforce.

You can import your contacts, notes, etc. into Weathbox. Need help? We’re here. Easy!

Need help importing your data?

Amber and her help-desk team are here for you.

Upgrade to Wealthbox

See for yourself why so many advisors easily switch to Wealthbox.

Amber, Team Wealthbox