For LPL Advisors

CRM built for the way advisors actually work.

A platform that runs your firm. Organize clients, automate workflows, and keep everything moving with ClientWorks integration.

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Trusted by premier LPL advisory firms

Trusted by leading financial firms

The Platform

What’s inside Wealthbox.

Workflows, pipeline, reporting, email, and contact management, built natively into one system. No stitching together separate tools.

Client Intelligence

A complete
view of every client.

Every client, household, and relationship organized with complete history, notes, and activity, plus AI that turns it into action.
Workflows & Automations

Nothing falls
through the cracks.

Client service processes run automatically across your team. The right person gets the right task at the right time, even as you scale.
Opportunities & Pipeline

See where every
relationship stands.

Track prospects and AUM opportunities across your firm. No more guessing who needs a call or wondering which deal is stalled.

Email & Calendar Sync

Every conversation, in context.

Client emails and meetings live alongside the client record, not in a separate inbox.

Mobile Apps

Your full practice, anywhere.

Pull up a client, log a note, or check open tasks from your phone when you’re on the go.

Dashboards & Reports

Your whole book, at a glance.

Pipeline, activity, and performance, visible instantly. Ask Wealthbox AI for the report you need.

Featured Integration


Wealthbox and ClientWorks are integrated for streamlined efficiency.

Eliminate duplicate entry
and streamline workflows.

The integration with LPL ClientWorks features powerful two-way sync, ensuring that client account information and demographic data remain accurate and up-to-date across both platforms.

150+ Integrations

Connect seamlessly
with the tools you love.

Explore integrations

Tortuga Financial

Happy LPL Switcher

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

Charlie Rocco
“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, Managing Partner & CEO

Switching is Easy

Migration is simpler than you think.

Switch to the #1 CRM
for LPL advisors

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way.

Upgrade to Wealthbox

Get a personalized demo of Wealthbox.

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