---
title: Wealthbox CRM Reviews
meta_title: 'Wealthbox CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 109 reviews by the users' company size, role or industry
  to find out how Wealthbox CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 109
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Wealthbox CRM Reviews
**Vendor:** Wealthbox  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 109
## About Wealthbox CRM
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.





## Wealthbox CRM Discussions
  - [What does Wealthbox Crm do?](https://www.g2.com/discussions/what-does-wealthbox-crm-do) - 1 comment
  - [Does Calendly integrate with Wealthbox?](https://www.g2.com/discussions/does-calendly-integrate-with-wealthbox) - 1 comment
  - [Which is better redtail or Wealthbox?](https://www.g2.com/discussions/which-is-better-redtail-or-wealthbox) - 2 comments
  - [What does wealthbox do?](https://www.g2.com/discussions/what-does-wealthbox-do) - 4 comments

- [View Wealthbox CRM pricing details and edition comparison](https://www.g2.com/products/wealthbox-crm/reviews?page=10&section=pricing&secure%5Bexpires_at%5D=2026-08-01+08%3A53%3A44+-0500&secure%5Bsession_id%5D=196530ff-e451-4699-b9d0-30d3d06da5f9&secure%5Btoken%5D=c90c2eaa8bd3f7a04ab5b710eede0d65b3f41e4c0164b70dd975acb134d320fe&format=llm_user)
## Wealthbox CRM Integrations
  - [eMoney](https://www.g2.com/products/emoney/reviews)
  - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews)
  - [Microsoft Bookings](https://www.g2.com/products/microsoft-bookings/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [MyRepChat](https://www.g2.com/products/myrepchat/reviews)

## Wealthbox CRM Features
**Conversation Intelligence**
- Action Items
- AI Meeting Transcription
- Sentiment analysis

**Content**
- Automation

**Workflow**
- Triggering
- Email drafting
- Form Pre-fill
- CRM Auto-Logging

**Compliance**
- Document verification
- Language Monitoring
- Audit Trail
- Access Control
- Triggering

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Insights**
- Next Best Action
- Client Interaction Analysis
- Revenue Opportunity

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top Wealthbox CRM Alternatives
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)
  - [Practifi](https://www.g2.com/products/practifi/reviews) - 4.3/5.0 (78 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)