The published CRM subscription is per user, and AI Notetaker is listed separately as an add-on.
Firms should calculate seat costs and confirm the add-on price before budgeting for all users.
Evidence source ↗
Wealthbox CRM
Wealthbox is a cloud CRM for financial advisors, with client and household records, task workflows, opportunity tracking, integrations, and meeting tools.
8 key claims verifiedOur editorial team checked this profile against vendor documentation, pricing information, product documentation. Supported by 5 documented sources.
Editorial overview
Aggregated Overview
The assessment reflects documented CRM, workflow, mobile, API and migration capabilities, published per-user prices, and a public G2 rating. Review text was not analyzed deeply enough to establish recurring sentiment themes.
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 cloud-based relationship-management product designed for financial advisors and their firms. Its records connect people with households, companies, trusts, communications, tasks, opportunities, and related activity.
Advisory teams can use workflows to organize repeatable work such as client onboarding and reviews. The product also offers mobile apps, integrations with financial-services tools, and an API for custom connections.
Wealthbox may suit firms seeking an advisor-focused CRM with clear per-user pricing. Buyers should account for plan limits, separately priced add-ons, and migration exclusions when comparing total implementation effort.
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.
Best suited to
Financial advisory practices seeking a cloud CRM for household relationships, client follow-up, repeatable workflows, and connections to wealth-management tools.
Look elsewhere if
Firms that require extensive legacy workflow migration should plan for manual reconstruction: Wealthbox says it does not migrate files, recurring activities, or workflows, and should evaluate alternatives such as Redtail CRM u2014 a direct financial-advisor CRM alternative with per-user plans, workflow automation, mobile access, and bundled Redtail products on its Growth plan. instead.
Platforms
Android, iOS, REST API, SaaS, Web
TechZella assessment
7.9/10
Wealthbox CRM — What Sets It Apart?
These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.
- Contact records can represent and link households, companies, trusts, and individual relationships.
- The API supports reading and writing CRM records and automating or synchronizing workspace activity.
- Its AI Notetaker connects meeting transcripts, summaries, follow-up drafts, and suggested tasks to CRM records.
- Vendor-provided migration assistance covers several common advisory CRMs, while documenting data types that need manual migration.
Wealthbox CRM Pros & Cons
Pros
- Designed around advisor-client relationships, including households, companies, and trusts.
- Offers workflow automation, opportunity tracking, mobile apps, and an API.
- Publishes per-user plan pricing and offers a 14-day trial.
- Provides vendor-assisted migration planning and support.
Cons
- Subscriptions are priced per user, and some features differ by plan.
- The pricing page lists AI Notetaker as an add-on but does not publish its price.
- Files, recurring activities, and workflows are excluded from the described CRM migration service.
- AI Assistant native Android support was not yet available according to its July 2026 help article.
Wealthbox CRM Gotchas & Operational Limits
These are documented constraints or practical friction points that may matter before you adopt the product.
The migration service does not migrate files, recurring activities, or workflows.
Teams may need to recreate process templates and manually transfer or retain these records outside the migration.
Evidence source ↗Wealthbox CRM Pricing & Plans
Basic
$59 per user
month
Contact and household management, tasks, one opportunity pipeline, calendar and meetings, and 2 GB file storage.
Check current pricing →Pro
$75 per user
month
Includes Basic features plus workflows and automations, two-way email sync, broadcast email, and three opportunity pipelines.
Check current pricing →Premier
$99 per user
month
Includes Pro features plus customizable dashboards and homepages, workflow template sharing, and five workspaces.
Check current pricing →Enterprise
Custom
custom
Includes Premier features plus enterprise SSO, unlimited workspaces, a dedicated account manager, and priority enterprise support.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Quick Comparison
Compare the product with documented alternatives across the factors that can change a buying decision. Each row is evidence-backed rather than a generic feature checklist.
Wealthbox CRM vs. Redtail CRM
Documented comparison| Decision factor | Wealthbox CRM | Redtail CRM |
|---|---|---|
| Pricing model | Wealthbox Basic is $59 per user per month; Pro is $75 and Premier is $99. | Redtail Launch is $39 per user monthly when billed annually or $45 monthly; Growth is $59 annually billed monthly or $65 monthly. Source ↗ |
| Workflow capabilities | Pro adds workflows and automations; higher tiers add template sharing and further workflow features. | Redtail Growth lists process workflows and automation triggers. Source ↗ |
| Mobile access | The vendor lists companion mobile apps for iOS and Android. | Redtail Launch lists a secure mobile app. Source ↗ |
| Included product scope | Wealthbox plans center on CRM functions, with its AI Notetaker listed as an add-on. | Redtail Growth includes Redtail Imaging and Speak alongside CRM features. Source ↗ |
Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.
Wealthbox CRM Features
Advisor CRM
- Contact and household management
- Company and trust relationships
- Contact segmentation and advanced search
- Activity stream
- Record visibility and user permissions
Workflow and Sales Management
- Task and event management
- Workflow templates and automation
- Opportunity pipelines
- Automated reports and dashboards
AI and Meetings
- AI meeting transcription and summaries
- AI-drafted follow-up emails
- Suggested follow-up tasks
- AI Assistant for CRM search, summaries, drafts, and approved record actions
Integrations and Development
- More than 150 listed integrations
- REST API with JSON
- OAuth 2.0 for partner applications
- Email and calendar synchronization
Demo & Screenshots
Wealthbox CRM Specifications
| Deployment | Cloud-hosted SaaS |
|---|---|
| Hosting infrastructure | Amazon Web Services |
| Mobile apps | iOS and Android |
| API | REST over HTTPS; JSON; access tokens and OAuth 2.0 |
| Integrations | 150+ listed integrations |
| Security | Vendor reports standalone SOC 2 Type II audit, encryption in transit and at rest, two-factor authentication, and nightly backups. |
| Free trial | 14 days |
| File storage | 2 GB Basic; 5 GB Pro; 10 GB Premier; 20 GB Enterprise |
| AI Assistant platforms | Desktop web, mobile web, and native iOS; native Android was described as forthcoming in July 2026. |
Deployment & System Footprint
Verified installation, hosting, administration, or environment details that can affect implementation.
| Hosting | Web-based SaaS hosted on Amazon Web Services; the vendor describes Wealthbox as a web-based CRM. Source ↗ |
|---|---|
| Mobile access | Companion apps are available for iOS and Android and sync with the web account. Source ↗ |
| API | REST API over HTTPS with JSON; workspace access tokens and OAuth 2.0 for partner applications are documented. Source ↗ |
Alternatives
Redtail CRM is a close alternative for advisory practices. Its current public pricing lists per-user Launch and Growth plans, a secure mobile app, and additional products such as Imaging and Speak on Growth. Consider Redtail when bundled communication and document tools or its listed starting price matter; consider Wealthbox when its specific household CRM, workflow, API, or migration fit aligns better.
Migration & Lock-In
Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.
Vendor-assisted migration
An onboarding manager coordinates mapping and transfer. The vendor names Salesforce, Redtail, Junxure, Microsoft Dynamics, ACT!, and Advisor’s Assistant among possible CRM sources.
Evidence source ↗Migration exclusions
Files, recurring activities, and workflows are not migrated by the described service and must be handled manually.
Evidence source ↗Self-service import
The vendor says its import tool accepts CSV, Excel, vCard, or Outlook data.
Evidence source ↗Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
7.9/10Moderate confidence
The assessment reflects documented CRM, workflow, mobile, API and migration capabilities, published per-user prices, and a public G2 rating. Review text was not analyzed deeply enough to establish recurring sentiment themes.
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.
Editorial transparency
Our Review Methodology
Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.
TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 5 documented sources.
What TechZella adds
- Contact records can represent and link households, companies, trusts, and individual relationships.
- The API supports reading and writing CRM records and automating or synchronizing workspace activity.
- Its AI Notetaker connects meeting transcripts, summaries, follow-up drafts, and suggested tasks to CRM records.
- Vendor-provided migration assistance covers several common advisory CRMs, while documenting data types that need manual migration.
Important limitations
- Published plans are priced per user, so total subscription cost grows with the number of licensed users.
- Workflows, recurring activities, and files are not included in the vendor's CRM migration process and require manual handling.
- AI Notetaker is listed as an add-on; the reviewed pricing page does not state its price.
- Android support for the AI Assistant was described as coming soon in the July 2026 help article.
Evidence-backed claimsWealthbox launched in 2014. The product is designed as a CRM for financial advisors. Basic, Pro, and Premier cost $59, $75, and $99 per user per month, respectively. Wealthbox offers a 14-day free trial. The API supports access to CRM records using REST and JSON. The CRM has companion iOS and Android apps. Wealthbox does not migrate files, recurring activities, or workflows through its described migration service. Wealthbox reports a standalone SOC 2 Type II audit and AWS hosting.
The vendor's anniversary history identifies February 11, 2014 as the product launch date.
View source ↗Verified 2026-10-20The official security overview describes Wealthbox as a CRM application designed for financial advisors and firms.
View source ↗Verified 2026-10-20The official pricing page lists these monthly per-user plan prices and describes an Enterprise custom plan.
View source ↗Verified 2026-10-20The official pricing and product pages describe a free 14-day trial.
View source ↗Verified 2026-10-20The API page documents read and write access to contacts, households, tasks, events, notes, opportunities, and projects, along with access tokens and OAuth 2.0.
View source ↗Verified 2026-10-20The official pricing page and help article identify mobile apps for both Apple and Android devices.
View source ↗Verified 2026-10-20The migration page explicitly lists these exclusions and says they need manual migration.
View source ↗Verified 2026-10-20The official security page describes the company's standalone SOC 2 Type II audit and AWS-hosted infrastructure.
View source ↗Verified 2026-10-20Wealthbox CRM FAQs
Answers begin with the clearest available response, followed by the context that helps you act on it.
Does Wealthbox offer a free trial?
Yes. Wealthbox advertises a 14-day free trial.
Does Wealthbox have iOS and Android apps?
Yes. Wealthbox lists companion mobile apps for both platforms.
Does Wealthbox provide an API?
Yes. Its REST API supports read and write access to CRM records and documents token and OAuth 2.0 authentication.
Can Wealthbox migrate data from another CRM?
Yes. The vendor says it can migrate from systems including Salesforce, Redtail, Junxure, and Microsoft Dynamics, subject to data formats and migration scope.
Will Wealthbox migrate workflows and files?
No. Its migration page says files, recurring activities, and workflows are not migrated and require manual handling.
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What Has Changed
This history records material data changes detected when TechZella re-researched the profile.
2026-10-21Research update changed: Pricing, Features, Specifications, Alternatives, Competitors, Trusted ratings, Description.