Wealthbox for Family Offices

Collaborate with your team to manage your firm’s clients.
Discover why Wealthbox is the best CRM for family offices and multi-family offices.

The Wealthbox desktop and mobile apps.

Trusted by Premier Advisory Firms

Features for the Modern Financial Advisor

Wealthbox has all the tools family offices need in a CRM.

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

Featured Integration

Modern CRM integrated with portfolio data, analytics, and performance reporting. It’s all here!

How It Works

Addepar’s ability to aggregate portfolio data, analytics, and reporting have made it a valued piece of many family office tech-stacks. The Wealthbox integration with Addepar brings that value directly into your CRM. View summarized details of an Addepar client’s portfolio in their Wealthbox contact record and click to view that client in the Addepar platform for further analysis.

More Integrations

Connect seamlessly with the tools you love

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

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.

Wealthbox CRM G2 Awards for Winter 2024 Wealthbox CRM G2 Awards for Winter 2024

Discover the power of Wealthbox

Proven CRM technology, trusted by family offices.

Pipeline Management

Build and manage your pipeline by stage in a sleek drag-and-drop interface. With a modern “kanban” style interface to view progress, you can better manage opportunities to grow your book of business.

Workflow Templates

Create customized templates for automated workflows and publish them to each CRM workspace for standardized practices across offices.

Wealthbox Mail

Connect your email to Wealthbox in a two-way sync for amazing productivity. Open rates, click tracking, blast-outs. It’s all here.

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 and the same simple, intuitive interface. With access to integrations including Addepar (and more!) along with features such as voice dictation tools to take notes while you’re on-the-go – the Wealthbox Mobile apps allow you to have all of the core CRM functionality right in your pocket.

Switching to the #1 CRM for advisors 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.

Upgrade to Wealthbox

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

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Image of Amber, Head of Customer Migrations at Wealthbox