Wealthbox specifications
- Pricing
- Free — Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies
- Best for
- Wealthbox is recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps a
- Category
- CRM Software
- Key capabilities
- Contact managementEmail two-way syncPipeline drag-and-drop interfaceCustom workflow templatesLive activity streamsCalendar sync and views
- Website
- wealthbox.com
- Listing type
- Directory profile
What Wealthbox does
Wealthbox Wealthbox is a modern CRM designed specifically for financial advisors. It helps advisors manage client relationships with an easy-to-use, beautiful platform that requires no training. Wealthbox stands out as the #1 rated CRM in wealthtech on G2, known for its simplicity and collaborative features. Advisors use it to organize contacts, emails, tasks, calendars, and financial info all in one place. The tool shines in managing pipelines, tracking activities, and customizing workflows to boost business efficiency. Users can see results quickly, often right after onboarding, thanks to its intuitive drag-and-drop interfaces. Wealthbox supports seamless integration with over 150 custodial and wealthtech systems, syncing emails and calendars to streamline daily tasks. As part of your go-to-market stack, Wealthbox acts as a core CRM with strong email sync and task management. However,
Core capabilities
- Contact management
- Email two-way sync
- Pipeline drag-and-drop interface
- Custom workflow templates
- Live activity streams
- Calendar sync and views
Pricing
| Model | Free |
|---|---|
| Observed pricing | Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies |
Pricing read from the vendor’s public pages and re-checked each quarter. Seat minimums and annual commitments are excluded unless stated.
Who it fits
Wealthbox is recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps a
How we classify it
Listed under CRM Software, Conversation Intelligence, Programmatic AD Automation. Verdicts are written from public pricing, documentation and hands-on trials — not from vendor briefings.
Henryk Wexel runs Quota Engine. He spent a decade selling B2B software and building outbound systems — as a founder, as a seller at Silverfort and Cradlepoint, and as the person on the hook for pipeline numbers. He writes the reviews here because he has bought, deployed, argued about and cancelled most of the tools in this index. Based in Palma de Mallorca.