“Wealthbox combines simplicity, power, and beauty in a modern CRM workspace for advisors to collaborate and manage client relationships - with ease.”

Diana Cabrices, Founder of Diana Cabrices Consulting

Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.

Wealthbox is the #1 rated CRM for financial advisors

Wealthbox wins five G2 awards in spring 2023: Leader, Easiest to Use, Highest User Adoption, Best Results, and Easiest Setup. Wealthbox wins five G2 awards in spring 2023: Leader, Easiest to Use, Highest User Adoption, Best Results, and Easiest Setup.
Full-Featured CRM

Everything advisors need to connect with clients, prospects, and coworkers

Contact Management

Organize notes, emails, files, and financial information quickly and easily.
Learn More →

Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity.
Learn More →

Opportunities

Build and manage your pipeline by stage in a sleek drag-and-drop interface.
Learn More →

Workflows

Customize workflows and build templates for business process efficiency.
Learn More →

Activity Streams

Share client activity updates in a live stream with your team.
Learn More →

Tasks

Create and assign tasks that link to contact records or financial planning opportunities.
Learn More →

Calendar

Sync your calendar and create custom individual and group views.
Learn More →

Reports

Generate and save dynamic CRM reports for better analytical insight.
Learn More →

Integrations

Connect seamlessly with the tools you love

Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications.

Wealthbox is the #1 rated CRM for financial advisors

Advisors have spoken, and Wealthbox is the winner! Check out the 2024 ratings for the best wealth-tech CRMs by G2, the leading software review site.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

Upgrade to Wealthbox

Start a free 14-day trial. See for yourself why so many advisors easily switch to Wealthbox.

Book a Demo
Get Started Free

Full access. No credit card needed.

Image of Amber, Head of Customer Migrations at Wealthbox