Basic
$59 per user
month
Starter CRM with contact and household management, tasks, one opportunity pipeline, calendar and meetings, and 2 GB file storage.
Check current pricing →
Wealthbox CRM
Wealthbox CRM is a web-based customer relationship platform for financial advisors, wealth management firms, broker-dealers, and related advisory organizations.
Editorial overview
Aggregated Overview
Wealthbox combines contact and household records, workflows, email synchronization, opportunity pipelines, dashboards, meetings, mobile apps, integrations, and a documented REST API. Independent review platforms report strong overall satisfaction and ease-of-use scores, while pricing and advanced-fe
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Overview
Wealthbox CRM is a customer relationship management platform designed for financial advisors and advisory organizations. It centralizes contacts, households, communication history, tasks, opportunities, meetings, workflows, and client-related information.
The company launched in 2014. Cofounders John Rourke and Dan Ferranti created the product for advisors seeking a less complex alternative to heavily customized general-purpose CRM systems. Wealthbox serves independent advisors, enterprise firms, broker-dealers, advisor networks, banks, trust companies, and family offices.
The product runs primarily through a web browser and includes companion applications for iOS and Android. Wealthbox also provides a REST API for reading and writing CRM data and supports more than 150 listed integrations across custodial, portfolio management, financial planning, marketing, document storage, communication, compliance, and onboarding tools.
Wealthbox CRM Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Platforms
Android, API, iOS, Web
TechZella assessment
8.5/10
Wealthbox CRM Pros & Cons
Pros
- Purpose-built for financial advisors and wealth management teams.
- Combines CRM, household management, workflows, meetings, tasks, and pipelines.
- Offers iOS and Android companion applications.
- Provides more than 150 listed integrations.
- Includes a documented REST API for custom development.
- Receives strong overall ratings on G2 and Capterra.
Cons
- Advanced functionality is restricted to higher pricing tiers.
- Enterprise pricing is custom and not publicly listed.
- The product is specialized for financial services rather than general sales teams.
- Some independent reviews mention reporting, navigation, duplicate-record, and integration concerns.
- Lower plans include limited file-storage allowances.
Wealthbox CRM Pricing & Plans
Pro
$75 per user
month
Adds workflows and automations, two-way email synchronization, broadcast email, and three opportunity pipelines.
Check current pricing →Premier
$99 per user
month
Adds customizable dashboards and homepages, workflow template sharing, API development support, and five workspaces.
Check current pricing →Enterprise
Custom
month
Adds enterprise SSO, dedicated account management, unlimited workspaces, and priority enterprise support.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Wealthbox CRM Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Wealthbox CRM.
Wealthbox CRM Features
CRM and Relationship Management
- Contact management
- Household management
- Communication history
- Client and prospect records
- Custom fields
- Activity stream
Tasks and Workflows
- Task management
- Workflow automation
- Recurring processes
- Task assignment
- Opportunity pipelines
- Workflow template sharing
Communication and Meetings
- Two-way email synchronization
- Broadcast email
- Calendar and meetings
- Shared meeting records
- Email templates and tracking
- Mobile access
Reporting and Administration
- Dashboards
- Custom reports
- Customizable homepages
- Role-based permissions
- Workspaces
- Custom objects
Integrations and API
- 150+ listed integrations
- REST API
- OAuth 2.0 partner authentication
- Access-token authentication
- HTTPS and JSON endpoints
- Zapier connectivity
Security and Storage
- SOC 2 Type II certification stated by vendor
- Two-factor authentication
- Session timeout
- Encrypted data transmission
- File storage
- Administrative controls
Wealthbox CRM Specifications
| Deployment | Web-based SaaS |
|---|---|
| Mobile support | Native iOS and Android applications |
| API | Versioned REST API with JSON over HTTPS |
| Free trial | 14 days; no credit card required |
| Pricing model | Per user, per month |
| Starting price | $59 per user/month |
| Integrations | 150+ listed integrations |
| Primary audience | Financial advisors and advisory firms |
| Company founded | 2014 |
| Headquarters | Providence, Rhode Island, United States |
| Security certification | SOC 2 Type II, according to Wealthbox |
Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.5/10Moderate confidence
Wealthbox combines contact and household records, workflows, email synchronization, opportunity pipelines, dashboards, meetings, mobile apps, integrations, and a documented REST API. Independent review platforms report strong overall satisfaction and ease-of-use scores, while pricing and advanced-feature availability vary by plan.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
FAQ
Does Wealthbox offer a free trial?
Yes. Wealthbox offers a 14-day free trial without requiring a credit card.
What platforms support Wealthbox?
Wealthbox is web-based and has companion mobile applications for iOS and Android. Its AI Assistant documentation separately identifies desktop web, mobile web, and native iOS support.
Does Wealthbox have an API?
Yes. Wealthbox provides a versioned REST API using JSON over HTTPS. It supports read and write access for several CRM record types.
What integrations does Wealthbox support?
Wealthbox lists more than 150 integrations across custodians, portfolio systems, financial planning tools, marketing platforms, document services, communication systems, and onboarding tools.
Who is Wealthbox best suited for?
It is primarily suited to financial advisors, RIAs, broker-dealers, advisor networks, wealth management firms, family offices, and related financial-services teams.
Is Wealthbox SOC 2 certified?
Wealthbox states that its organization is SOC 2 Type II certified and supports security controls such as two-factor authentication and session timeout.
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