For Marketing

Marketers and advisors, finally in sync.

Segment your contacts using the same record advisors keep current, then reach them through the email tools you already use.
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Trusted by premier advisory firms

Trusted by leading financial firms
No leaky handoff

Leads stop falling
through the gap.

The biggest leak in advisory marketing usually isn’t the campaign. It’s the handoff: leads captured in one tool, advisors working in another, and no shared view of who has already been contacted.

The Platform

What’s inside Wealthbox.

Turn your CRM data into smarter campaigns.

Segments & Lists

Build any audience
from your own data.

Tags, custom fields, and saved filters turn your contacts into precise segments: seminar prospects in Massachusetts, clients due for a review, lapsed leads worth another touch.

  • Tag and segment by source, interest, stage, or anything you track
  • Custom fields and saved filters for audiences that fit your firm
  • Lists stay current as the data changes, no export required
Email & Outreach

Reach them through
the tools you already use.

Email contacts from Wealthbox, or sync your segments to the platform you already run, like Mailchimp or Constant Contact.

  • Email from Wealthbox, or sync segments to your email platform
  • Templates keep messaging on brand
  • Sent email is logged on the contact record
Nurture Workflows

Keep every lead followed up with, on schedule.

Turn your nurture playbook into a workflow: a sequence of dated, assigned follow-up steps that starts the moment a lead comes in.

  • Turn your nurture playbook into a repeatable sequence
  • Each step becomes a dated, assigned follow-up task
  • No lead goes quiet between touches
Capture & Handoff

From web form to the right advisor.

Leads from your website, landing pages, and lead-gen tools flow into Wealthbox as contacts, tagged by source. The advisor starts warm, not cold.

  • Capture leads from your site and lead-gen tools via integrations
  • Every lead tagged by source, so you know what is working
  • Hand off to an advisor with the full history attached

TESTIMONIALS

Don’t just take our word for it.

Wealthbox has the highest user adoption rating of any financial advisor CRM. Here’s why advisors stay and firms scale with us.

“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 Chief Operating Officer
“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
“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”
Charlie Rocco Managing Partner & CEO
See more customer stories

150+ Integrations

Your marketing stack, already connected.

Your email platform, your forms and automation, your scheduling, plus the 150+ tools the rest of the firm runs on. The CRM is the hub, so leads and activity flow in without copy-paste.

Explore integrations

Questions marketers ask.

Yes. Tag contacts, add custom fields, and save filters to build precise audiences: a source, a region, a stage, a past event. Because segments read live off the CRM, your lists stay current without exporting and cleaning a spreadsheet first.
We offer CRM migration assistance to make your transition as smooth as possible. Our team will help you transfer your data seamlessly from your existing CRM to Wealthbox.
Leads from your site, landing pages, and lead-gen tools flow in through integrations, landing as contacts tagged by source. From there they are visible to the advisor who will work them, with a nurture workflow ready to keep the follow-up on schedule.
Workflows turn your nurture playbook into a repeatable sequence of dated, assigned follow-up steps, so no lead goes quiet between touches.
Tag every lead by source and you can see which channels bring in contacts, and which of those go on to become clients once advisors pick them up. It connects your top-of-funnel work to what happens downstream, in the same system.

FOR MARKETING TEAMS

Get a personalized demo of Wealthbox.

Book a Demo