Wealthbox for
Broker-Dealers and OSJs

Enterprise CRM features. Powerful yet simple to use.
Discover why Wealthbox is the best CRM for Broker-Dealers and OSJs.

The Wealthbox desktop and mobile apps.

Features for the Modern Financial Advisor

Offer Wealthbox’s purpose-built set of features to attract and retain advisors.

Contact Management

Activity Streams

Calendar Events

File Storage

Two-Way Email Sync

System Reporting

Desktop & Mobile Apps

Enterprise Ready

Task Management

Automated Workflows

Opportunity Tracking

Visibility Permissions

Portfolio Integrations

Advanced Security

Account Administration

SOC 2 Certified

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.

G2 Awards won by Wealthbox for Summer 2024. G2 Awards won by Wealthbox for Summer 2024.

Discover the power of Wealthbox

Proven, trusted, and loved by financial advisors.

Purpose-Built for Financial Advisors

Simplicity meets power and beauty in Wealthbox CRM. Integrated with the leading wealth-technology software providers, Wealthbox allows advisors to get work done with ease.

The activity stream on a Wealthbox Contact Record.


With a sleek drag-and-drop interface, advisors can build and manage their pipelines to grow their books of business.

Wealthbox API

Wealthbox offers enterprise firms a fully documented API and customized endpoint options to amplify the services of their advisor platform.

Secure and Trusted

Wealthbox is a SOC 2, Type 2-certified organization, built with 256-bit encrypted SSL, advanced security safeguards, and array of extra security features to protect advisors and user data.

Highest-Rated Mobile App

The Wealthbox Mobile apps provide financial advisors with all the features of the web-app along with the same simple and intuitive interface. Notes, tasks, events, advanced workflows and even custodial integrations – all the power of CRM in your pocket.

The Wealthbox CRM mobile apps for iOS and Android. The Wealthbox CRM mobile apps for iOS and Android.

Connect seamlessly with the tools you love

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

The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.

Rachel Daniels of Avidian Wealth

Rachel Daniels

Avidian Wealth Solutions

70 users on Wealthbox, $4B AUM

Switching to the #1 CRM
for RIAs is easy

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. It’s fast and easy!

Switch to Wealthbox from Salesforce, Redtail, and Microsoft Dynamics.

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Image of Catherine Chaney Bowman of DMK Advisor Group

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Image of Charesse Spiller Fintech Consultant at Level Best

Charesse Spiller

Fintech Consultant at Level Best

Upgrade to Wealthbox

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

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Get Started Free

Full access. No credit card needed.

Image of Amber, Head of Customer Migrations at Wealthbox