Redtail CRM Alternative

Why switch from Redtail?

Wealthbox is designed to provide financial advisors with CRM simplicity.

Wealthbox Mobile App and Desktop App

Wealthbox is unique.

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.

Switch to Simplicity

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

RIABiz article

"Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm."

Keep your CRM data, import from Redtail.

Whether during your free trial or when you subscribe, you can import your contacts, notes, etc. into Wealthbox.

Need help importing your data?

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

Request a migration →

See the Wealthbox difference.

Full-featured 30-day trial. No credit card required.