FOR FAMILY OFFICES

CRM for the complexity of family wealth.

Wealthbox is built for managing multi-generational relationships, at single-family and multi-family offices alike.
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Trusted by premier firms

Trusted by leading financial firms

The Platform

Built for dynamic relationships.

Wealthbox helps family offices manage multi-generational relationships and keep every client interaction connected.

Contact Management

Every client. Every interaction. One place.

Manage families, households, related entities, and client interactions from a shared record that gives every authorized team member the full picture.

  • Contacts, households, and related entities
  • Shared client timelines
  • Everything organized in one place
Collaboration

Stay connected in a collaborative workspace.

Advisors and support teams can collaborate from a shared client record, making it easier to deliver personalized service across every relationship.

  • Shared notes and activity history
  • Teammates notified automatically
  • No separate thread to keep track of
    Opportunity Management

    Track opportunities with confidence.

    Manage new business and ongoing opportunities with a visual pipeline that keeps every relationship moving forward.

    • Visual opportunity pipeline
    • Track opportunities by advisor or team
    • See what’s moving and what’s next
    Email & Calendar

    Communication stays connected.

    Sync email and calendars so meetings and conversations automatically become part of each client relationship.

    • Two-way email synchronization
    • Calendar events linked to client records
    • Less manual data entry

    One family. Many entities. One record.

    A family office relationship isn’t one client. It’s generations, trusts, entities, and the professionals around them, and Wealthbox holds that structure without flattening it.
    1. THE FAMILY

      Households that reflect real families.

      Group parents, children, and grandchildren into linked households, not standalone contacts.
    2. ENTITIES & TRUSTS

      Trusts and LLCs as records of their own.

      Each entity keeps its own activity history, so you always know what happened when.
    3. THE PROFESSIONALS

      The attorney and the CPA are part of the relationship.

      See every professional connected to a family right on the household record.
    4. WHO SEES WHAT

      Access that respects family boundaries.

      Permissions let one branch, or one family team, work in the CRM without seeing everything the office holds.

    Security & Compliance

    Built for the discretion your clients expect.

    Security and compliance certifications

    Flexible permissions

    Control access with configurable user permissions and role-based security.

    Complete audit history

    Every action is logged with a timestamped audit trail that supports internal oversight and compliance.

    Your data remains yours

    Export your data whenever needed. AI features process your data to generate results, never to train public models.

    FEATURED INTEGRATION

    Wealthbox + Addepar

    View summarized portfolio details, including asset class, value, and percent of a portfolio, directly within Wealthbox.

    Portfolio data, right
    inside the client record.

    Addepar aggregates portfolio data, analytics, and reporting from across a family’s holdings. The Wealthbox integration brings that view directly into the client record, so you can see summarized portfolio details without leaving the CRM.

    How it works

    150+ Integrations

    Connect to the tools
    your team already uses.

    Wealthbox integrates with the technology your team already relies on. With 150+ integrations and an open API, it fits seamlessly into your existing technology ecosystem.

    Explore integrations

    Questions family offices ask.

    Yes. Single-family offices typically run in one workspace with permissions scoped by service team. Multi-family offices use either separate workspaces per family or a single workspace with visibility permissions, depending on how much the staff overlaps.
    Entities are records in their own right, with their own notes, files, tasks, and activity.
    Yes. The Addepar integration surfaces summarized portfolio details, including asset class, value, and percent of portfolio, on the contact record, with a click through to Addepar for deeper analysis.
    Yes. Visibility permissions and role-based access scope records to specific users or teams, so a family’s information stays visible only to the people serving it.
    Yes. The Wealthbox mobile app gives your team access to contacts, notes, tasks, events, and workflows from anywhere, so a conversation that happens away from the desk still lands on the right record.

    Compare Wealthbox to other CRMs

    Whether you're replacing a legacy CRM or looking for a platform built to support the unique needs of family offices, our comparison guides help you evaluate the options.

    Wealthbox vs. Salesforce

    Why firms switch from Salesforce to Wealthbox: enterprise controls without the complexity, and adoption that sticks across teams.

    See comparison

    Wealthbox vs. Redtail

    Why firms switch from Redtail to Wealthbox: modern CRM with reliable features that teams prefer.

    See comparison

    Wealthbox vs. AdvisorEngine / Junxure

    Why firms switch from AdvisorEngine to Wealthbox: modern CRM with expanding features and capabilities.

    See comparison

    Strengthen every client relationship.

    Get a personalized demo of Wealthbox.

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