FOR TECHNOLOGY LEADERS

A CRM that fits your stack, not the other way around.

With an open API, 150+ integrations, and role-based permissions, Wealthbox connects to the systems you’ve already built.
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Trusted by premier advisory firms

Trusted by leading financial firms
BUILT TO INTEGRATE

Your stack should not have
to bend around your CRM.

Most CRMs ask the rest of your systems to adapt to them. Wealthbox is built the other way: an open API, a large integration library, and standard data tools mean it fits into the stack you already run, instead of becoming another silo you have to maintain.

One system, connected to everything else.

Rollout, security, and maintenance should not require a dedicated engineering team just to keep the CRM talking to everything else.
  1. DEPLOYMENT

    Set up without a heavy lift.

    Guided onboarding and migration support get your firm live without months of implementation or custom development work.
  2. DATA & INTEGRATIONS

    Connect what you already run.

    An open API and 150+ integrations sync calendars, custodians, planning tools, and document storage, so data flows in rather than getting re-keyed.
  3. SECURITY & ACCESS

    Control access down to the role.

    Role-based permissions and enterprise-grade security controls let you manage who can see and do what, without managing it record by record.
  4. AS YOU SCALE

    The same architecture at any size.

    Adding advisors, offices, or new integrations does not mean re-architecting anything. The system that runs five advisors runs five hundred.

The Platform

What’s inside Wealthbox.

The infrastructure to run a firm’s data, not just its contacts.

OPEN API & INTEGRATIONS

A platform built to connect, not to trap data.

A fully documented, open API and 150+ pre-built integrations connect Wealthbox to the rest of your firm’s stack.

  • 150+ pre-built integrations
  • Open API for custom connections
  • Automatic data sync across your tech stack
SECURITY & INFRASTRUCTURE

Security you can count on.

Enterprise security, encryption, and continuous monitoring are built into the platform, so your firm meets security expectations without any additional infrastructure.

  • SOC 2-certified infrastructure
  • Encryption for data at rest and in transit
  • Continuous monitoring and enterprise-grade security
ADMINISTRATION & PERMISSIONS

Centralized control over every account.

Add, adjust, and offboard users from one admin console, and set role-based permissions so access lines up with what each team actually needs to see.

  • Centralized user administration
  • Role-based permissions across teams and offices
  • Fast onboarding and offboarding for staff changes
DATA MIGRATION & IMPORT TOOLS

Get firm data in clean, and keep it that way.

Bulk import, de-duplication, and mapping tools bring data over from a legacy CRM without a manual re-entry project, and the same tools keep the database clean as it grows.

  • A dedicated migration support team
  • Bulk import, de-dupe, and field mapping tools
  • Clean data maintained as the firm scales

150+ Integrations

Already connected to
the tools your firm runs on.

Custodians, planning software, document storage, email and calendar, and an open API tie the rest of the firm’s stack to Wealthbox, so data flows automatically instead of living in separate systems.

Explore integrations

Questions technology teams ask.

Yes. A fully documented, open API lets your team build custom integrations or connect internal tools, in addition to the 150+ integrations already available.
Wealthbox runs on SOC 2-certified infrastructure with encryption in transit and at rest, continuous monitoring, and a published status page, so the platform holds up to enterprise security review.
Yes. Role-based permissions let you set exactly who can see and edit what, so access can be scoped to a team, office, or function without managing it record by record.
Wealthbox offers migration support, plus bulk import, de-duplication, and field-mapping tools, so existing data comes over cleanly.
Not typically. Most connections use existing pre-built integrations. The open API is there for anything custom your firm needs beyond that.

FOR TECHNOLOGY LEADERS

See how Wealthbox fits into your stack.

Book a Demo