FOR FOUNDERS & FIRM LEADERS

See the whole firm, not just your part of it.

See every advisor, every client, and every deal in the pipeline from one dashboard.
Book a Demo Get Started Free

Trusted by premier advisory firms

Trusted by leading financial firms
FIRM-WIDE VISIBILITY

Growth should not
cost you visibility.

When every advisor follows the same process and every record rolls up to one view, you can see the whole firm without chasing anyone for an update.

One firm, one system, complete visibility.

Wealthbox keeps every advisor, every client, and every opportunity on the same system, so the full picture is already there when you want it.
  1. ONBOARDING

    New advisors, running on day one.

    New hires step into workflows everyone already follows, so ramp-up never depends on one person walking them through it.
  2. FIRM-WIDE VISIBILITY

    See the whole firm, not just a slice.

    Every client, task, and note across every advisor rolls up to one system, so you always know what is happening without asking.
  3. GROWTH & PIPELINE

    Every opportunity, firm-wide.

    Track new business across every advisor’s pipeline in one place, so you see where growth is coming from and where it is stalling.
  4. AS YOU SCALE

    Add offices without adding chaos.

    New offices and new advisors plug into the same process already running, so scaling the firm does not mean rebuilding how it operates.

THE PLATFORM

What’s inside Wealthbox.

Everything you need to manage your firm, support your team, and deliver a better client experience.

FIRM-WIDE REPORTING

The whole firm,
on one dashboard.

Reporting shows activity, pipeline, and performance across every advisor and team.

  • Reporting across advisors, teams, and offices
  • Pipeline and activity visible in one dashboard
  • No separate spreadsheets or status meetings needed
VISIBILITY & PERMISSIONS

Open up visibility without
giving up control.

Granular permissions let you decide who sees what, so you can open firm-wide visibility for leadership.

  • Role-based permissions across the firm
  • Firm-wide visibility for leadership
  • Client-level privacy stays protected
WORKFLOWS AT SCALE

One process, every office.

Build the workflow once and every advisor and team follows it, so onboarding, reviews, and service run the same way.

  • Workflow templates replicated firm-wide
  • Consistent client experience at any size
  • New offices inherit the process automatically
SECURITY & ADMINISTRATION

Enterprise-ready,
from day one.

Account administration tools make it simple to add, adjust, or offboard users as the firm changes.

  • Centralized account administration
  • Advanced security controls
  • SOC 2 Type II-certified infrastructure
Scott Marek, CFP®
“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”

Scott Marek, CFP®, Co-Founder, Senior Wealth Advisor

$973M AUM
30+ Users on Wealthbox
150+ INTEGRATIONS

Connect to the
tools you already use.

Email and calendar sync feed every advisor’s record automatically. Portfolio, custodial, and compliance tools stay connected. An open API and over 150 integrations keep the rest of your firm’s tech stack in sync, so nothing lives in a silo.
Charles Schwab
Custodial Platforms
Fidelity
Custodial Platforms
Orion
Portfolio Management
Addepar
Portfolio Management
Envestnet
Portfolio Management
Black Diamond
Portfolio Management
eMoney
Financial Planning
MoneyGuide
Financial Planning
Outlook Email
Communication Tools
Betterment
Custodial Platforms
Pershing NetX360+
Custodial Platforms
Dispatch
Onboarding & Form Tools

Questions founders and firm leaders ask.

Yes. Every advisor’s clients, tasks, and pipeline roll up into firm-wide reporting, so you can see how the whole firm is performing from one dashboard instead of asking each advisor for an update.
Yes. Role-based permissions let you set exactly who sees what, so you can open up firm-wide visibility for leadership while keeping individual client records protected.
Yes. Workflows and process templates apply firm-wide, so new advisors and new offices inherit the same process instead of starting from scratch. The system is built to scale with you.
Yes. Wealthbox includes advanced security controls, centralized account administration, and SOC 2 Type II certification, so the platform holds up as your firm and your team grow.

FOR FOUNDERS & FIRM LEADERS

See your firm running as one system.

Book a Demo