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.


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

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.

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 30 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