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How it Works



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Wealthbox is the #1 rated CRM for financial advisors

G2 Fall 2023 awards for Wealthbox CRM G2 Fall 2023 awards for Wealthbox CRM

Wealthbox is the #1 rated CRM for financial advisors

Advisors rank Wealthbox the #1 CRM in Wealth-Tech on G2, the leading software review site.

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.

Wealthbox Mail

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


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


Customize workflows and build templates for business process efficiency.

Activity Streams

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


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


Sync your calendar and create custom individual and group views.


Generate and save dynamic CRM reports for better analytical insight.

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”

Charlie Rocco

MONECO Advisors


Connect seamlessly with the tools you love

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

Simple pricing as low as $49 per user/month

Try Wealthbox now for free or get a demo to learn more.