Wealthbox CRM

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 provides contact and household management with shared client records, communication histories, financial information, relationships, custom fields, and searchable activity.

Workflow tools support recurring processes, task assignment, follow-up tracking, opportunity pipelines, shared calendars, meeting records, email synchronization, and team activity streams. Higher plans add additional pipelines, broadcast email, workflow sharing, customizable dashboards, workspaces, and custom object capabilities.

The platform includes dashboards and reporting tools, role-based permissions, file storage, two-factor authentication, and compliance-oriented administrative controls. Its mobile applications synchronize with the web account.

Wealthbox lists more than 150 integrations. Examples include Orion, eMoney, RightCapital, Black Diamond, Schwab, LPL ClientWorks, Envestnet, Microsoft Outlook, Google Drive, Box, Dropbox, Mailchimp, Zapier, and Calendly. Availability and synchronization behavior differ by integration.

The REST API supports contacts, households, tasks, events, notes, opportunities, and projects. It uses HTTPS, JSON, versioned endpoints, access tokens for workspace integrations, and OAuth 2.0 for partner applications.

Wealthbox offers a 14-day free trial without requiring a credit card. Current public pricing is per user, per month.

The Basic plan costs $59 per user monthly and includes contact and household management, tasks, one opportunity pipeline, calendar and meetings, and 2 GB of file storage. The Pro plan costs $75 per user monthly and adds workflows and automations, two-way email synchronization, broadcast email, and three opportunity pipelines.

The Premier plan costs $99 per user monthly and adds customizable dashboards and homepages, workflow template sharing, API development support, and five workspaces. Enterprise pricing is custom and adds enterprise SSO, dedicated account management, unlimited workspaces, and priority enterprise support.

Pros:

• Purpose-built features for financial advisors and wealth management teams.
• Strong coverage of contact, household, task, workflow, meeting, and pipeline management.
• Web, iOS, and Android access supports work across office and mobile environments.
• More than 150 integrations connect the CRM with wealthtech and advisor systems.
• Documented REST API supports custom integrations and internal development.
• Independent review platforms report strong ease-of-use and overall satisfaction.

Cons:

• Advanced automation, dashboards, workspaces, and API support require higher-priced plans.
• Enterprise pricing is not publicly disclosed.
• Financial-services specialization may make it less suitable for general-purpose sales teams.
• Some review feedback identifies reporting, navigation, duplicate records, and integration limitations.
• File storage allowances remain limited on the lower-priced plans.

Redtail CRM is a direct alternative for financial advisors and wealth management practices. Practifi targets financial advice firms with broader practice-management and workflow capabilities. Salesforce Financial Services Cloud offers a more general enterprise CRM with financial-services functionality and extensive customization. Advyzon combines CRM-related capabilities with broader wealth management technology. Zoho CRM is a general-purpose alternative for firms prioritizing broad customization and lower entry pricing.

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.