FOR TRUST COMPANIES

The trust company CRM.

The modern CRM that helps trust companies strengthen client relationships, improve collaboration, and stay ready for regulatory review.
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Trusted by premier advisory firms

Trusted by leading financial firms

The Platform

CRM for trust professionals.

Wealthbox gives trust companies a modern CRM designed to support long-term client relationships and keep every interaction connected.

Contact Management

Every client. Every interaction. One place.

Manage clients, households, trusts, and related entities with a complete history of notes, meetings, emails, files, and tasks in one shared record.

  • Contacts, households, and related entities
  • Shared client timelines
  • Everything connected in one place
Opportunity Management

Track growth across your organization.

Manage business development with an intuitive pipeline that helps your team monitor opportunities from first conversation through close.

  • Visual opportunity pipeline
  • Track opportunities by advisor or office
  • See what’s moving and what’s next
    Email & Calendar

    Communication stays connected.

    Sync email and calendars so client conversations and meetings automatically become part of every relationship record.

    • Two-way email synchronization
    • Calendar events linked to client records
    • Less manual data entry
    Eulalie Paris
    “Wealthbox’s platform, tailored for large firms like ours, aligns with our commitment to innovation and efficiency.”

    Eulalie Paris, SVP Operations, Partnerships & Client Experience, NHTrust

    Security & Compliance

    Built for the trust your clients place in you.

    Security and compliance certifications

    Flexible permissions

    Manage user access with configurable permissions and role-based security across your organization.

    Complete audit history

    Every action is logged with a timestamped audit trail that supports internal oversight, compliance, and regulatory reviews.

    Your data remains yours

    Export your data whenever needed. AI features process your data to generate results, never to train public models.

    FEATURED INTEGRATION

    Wealthbox + Black Diamond

    View summarized portfolio details, including asset class, value, and percent of a portfolio, directly within Wealthbox.

    INSIGHTS

    See portfolio details without leaving the contact record.

    The Wealthbox and Black Diamond integration gives advisors direct access to account summaries, holdings, and transactions within the contact record, reducing context switching and helping teams deliver more informed client service.

    How it works

    150+ Integrations

    Connect to the tools
    your advisors already use.

    Wealthbox integrates with the technology your team already relies on. With 150+ integrations and an open API, it fits seamlessly into your existing technology ecosystem.

    Explore integrations

    Compare Wealthbox to other CRMs

    Whether you're replacing a legacy CRM or evaluating technology to support trust administration and wealth management, our comparison guides help you compare the options.

    Wealthbox vs. Salesforce

    Why firms switch from Salesforce to Wealthbox: enterprise controls without the complexity, and adoption that sticks across teams.

    See comparison

    Wealthbox vs. Redtail

    Why firms switch from Redtail to Wealthbox: modern CRM with reliable features that teams prefer.

    See comparison

    Wealthbox vs. AdvisorEngine

    Why firms switch from AdvisorEngine to Wealthbox: modern CRM with expanding features and capabilities.

    See comparison

    Modernize your client experience

    Get a personalized demo of Wealthbox.

    Book a Demo