Wealthbox CRM for H. Beck Financial Advisors

H. Beck approved. Beautifully designed. Web-based and secure.

Wealthbox Dashboard Screen on Laptop
As seen in

Discover Why H. Beck-Affiliated Advisors Love Wealthbox

Simple to use. Sign up and go. 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.

Advisors, register for a live demo today. Sign Up Now


CRM for the on-the-go advisor.

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface.

Simple Pricing

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


Starter CRM

$ 49

per user / month

Free 14-day Trial


Core CRM with Email Sync

$ 65

per user / month

Free 14-day Trial


Advanced Features
for Power Users

$ 89

per user / month

Free 14-day Trial

Import your data from any CRM – with ease.

With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.

Need help importing your data?

Our help-desk team is here for you.

Switch to Wealthbox

Ready to give Wealthbox a try?

Get started in 15 seconds.

  • Free trial for 14 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 Team Wealthbox.

  • Guided tour via web-conference.
  • Takes about 20 minutes, with Q&A.
  • See Wealthbox in action.
Sign Up for a Demo Amber, Team Wealthbox