Wealthbox
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Overview
Tagline Brand's website · 2026-10-04
A CRM built specifically for financial advisors, offering native AI, comprehensive workflows, deep integrations with over 150 tools, and a high user adoption rate. It provides a unified platform to manage clients and firm operations without needing to stitch together separate tools.
Description Brand's website · 2026-10-04
Wealthbox is a CRM platform designed for financial advisors to streamline client management, automate workflows, track opportunities, and generate reports. It features integrated AI, mobile apps, and over 150 integrations with leading financial and productivity tools, aiming to enhance productivity and compliance for advisory firms.
Offerings
Core capabilities Brand's website · 2026-10-04
- CRM platform with integrated AI assistant
- client intelligence
- automated workflows
- opportunity and pipeline management
- email and calendar sync
- mobile apps
- and dashboards/reporting. It also features 150+ integrations with financial and productivity tools.
Pricing Brand's website · 2026-10-04
Subscription-based SaaS with a free trial option.
Audience
Target industry Brand's website · 2026-10-04
Financial advisors, founders and firm leaders, compliance teams, operations and client service teams, marketing teams, and technology teams within financial advisory firms.
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Claim Wealthbox — free →Page last updated 2026-10-17.