Harriman Chiang
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An overview of Wealthbox CRM
September 19th 2025
Presented by
Harriman Chiang
Account Executive
Wealthbox is rated the #1 CRM for RIAs on G2.com reviews
Wealthbox is ranked #1 for user engagement at integrated custodians like Schwab
“When we switched to Wealthbox, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”
Jack McCormack
Managing Director at Sanctuary Wealth
Over 500 users on Wealthbox
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels
Avidian Wealth
50 users on Wealthbox
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before.”
Charlie Rocco
MONECO Advisors
“…after a multiyear decline in satisfaction ratings, Redtail has now lost its #1 market share position to Wealthbox.“
Source: Kitces AdvisorTech Report, August 2025
“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”
Source: T3 / Inside Information Survey, March 2025
Wealthbox is the fastest-growing CRM platform in the market
Source: T3 / Inside Information Survey, March 2025
Wealthbox is #1 in market share within the financial advice space
Source: Kitces AdvisorTech Report, August 2025
Time is Money…
In Salesforce, it takes 8 clicks to add a note to a contact record. In Wealthbox, it takes just 2 clicks!
Wealthbox has over 150 integrations with the leading custodians and wealthtech software applications.
“Wealthbox raises $31 million after converting Salesforce and Redtail CRM users and leaping up the marketshare ranks.”
