Wealthbox
Wealthbox is a modern, intuitive customer relationship management platform for financial advisors that combines simplicity with powerful features to help advisors manage client relationships, streamline operations, and grow their businesses. Launched in 2014, it ranks as the #1 CRM in wealthtech on G2.
United States
Founded 2014
What is Wealthbox?
Wealthbox is purpose-built for advisors with minimal learning curve and no special training required for implementation. The platform offers contact management, two-way email, workflows, opportunities, calendars, and reports with an AI Notetaker that helps advisors prepare, collaborate, and follow up on client meetings. It integrates with over 150 leading custodial platforms and wealthtech applications, making it easy to switch CRMs with dedicated onboarding support.
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Wealthbox
The AI-Powered CRM Workspace for Financial Advisors.
G2 Rating
1/5Used By Count
Ranked #1 CRM by financial advisors on G2
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