--- 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 Reviews ### 1. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2019 **What do you like best about Wealthbox CRM?** My favorite thing about Wealthbox is the plethora of features. **What do you dislike about Wealthbox CRM?** The design can be a lot simpler. It feels crowded sometimes. **Recommendations to others considering Wealthbox CRM:** Highly recommend Wealthbox. It does everything a CRM should do and more. **What problems is Wealthbox CRM solving and how is that benefiting you?** It's my go to CRM, tasks, calendar, and opportunities management. ### 2. Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Wealthbox CRM?** The format/layout of the allows for easy maneuverability around the website. **What do you dislike about Wealthbox CRM?** Sometimes the emails get cutoff if the window size is too small. **What problems is Wealthbox CRM solving and how is that benefiting you?** It is easy to see advisor information. ### 3. Wealthbox is great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2019 **What do you like best about Wealthbox CRM?** Wealthbox is very intuitive and has a lot of great capabilities **What do you dislike about Wealthbox CRM?** Workflows do not notify you very easily when things are due and they are hard to keep track of **What problems is Wealthbox CRM solving and how is that benefiting you?** We use this system for our main CRM source and house client data. We also keep track of daily tasks ### 4. Intuitive, scalable and perfect for the independent advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany S. | Director, Immersion and Process, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2019 **What do you like best about Wealthbox CRM?** wealthbox is the perfect CRM platform for the independent financial advisor. I helped my husband get it setup for his business and it’s intuitive, easy to use and the free trial is great. Lots of resources to help you get started. I’m looking forward to more integrations like mail chimp to automate my marketing campaigns a bit easier. **What do you dislike about Wealthbox CRM?** It would be nice to have a smoother plugin to mail chimp so I could automate marketing a bit easier based on tags and actions. **What problems is Wealthbox CRM solving and how is that benefiting you?** Organizing prospect and client follow up so it doesn’t fall through the cracks. Also like to have pipeline visibility to know what’s going to close. ### 5. The best place to start an advisory practice **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Wealthbox CRM?** For someone without unlimited assets to use in building my business, Wealbox streamlined everything. **What do you dislike about Wealthbox CRM?** I would have been helpful to have talked to people to help set up the platform initially. **What problems is Wealthbox CRM solving and how is that benefiting you?** Started the process of building my RIA. ### 6. Simple and Robust CRM for Financial Planners **Rating:** 4.5/5.0 stars **Reviewed by:** Jason M. | Co-Founder, Strategy & Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2018 **What do you like best about Wealthbox CRM?** The interface is intuitive and has a feed much like social media channels you may be accustomed to using. The opportunities and workflow features are a great addition. **What do you dislike about Wealthbox CRM?** Some of the integrations are limited if you already have a full suite of technology you're using. They are constantly adding and expanding those. We adopted the CRM as a new firm when we could customize our tech stack so everything integrates seamlessly, which has been perfect. I would like if the workflow option could automate task creation - we're told that's coming but not there yet. They've got a whole bunch of new VC money so I expect good changes to come! **What problems is Wealthbox CRM solving and how is that benefiting you?** Wealthbox is our primary client and prospect CRM. It was super easy to setup and makes managing both referred and in-bound leads a snap. Easily integrates for a team (we have 2 lead advisors using the software now). Allows us to track where prospects are in our pipeline and where clients are in our planning process. ### 7. Wealthbox helps me stay organized with my time and for my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2018 **What do you like best about Wealthbox CRM?** I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a great job of incorporating this into the software. **What do you dislike about Wealthbox CRM?** I wish the householding for clients was a bit more streamlined. There is an ability to have a household and then client's within the household however if I want to create a mail merge to all clients I am unable to use the household feature to do so. This, instead, requires me to export all of my clients individually into an Excel spreadsheet and then perform some edit and delete functionality to use the list. **Recommendations to others considering Wealthbox CRM:** Make improvements to the householding functionality **What problems is Wealthbox CRM solving and how is that benefiting you?** The ability to have all of the client information in one central location makes my life easier. It's not just about the client details but I can also import documents, schedule events and tasks and keep notes. The workflow and opportunities functionality has really streamlined my business. ### 8. WealthBox Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2018 **What do you like best about Wealthbox CRM?** Easy to integrate with other software. Easy to add contacts and manage relationships. Run referral reports is easy as well. **What do you dislike about Wealthbox CRM?** Not functional with keeping Calendar in sync with Outlook calendar **Recommendations to others considering Wealthbox CRM:** Good for most things. If you are looking to sync with Outlook calendar this is not a good fit. Otherwise it is good. **What problems is Wealthbox CRM solving and how is that benefiting you?** CRM, Workflows ### 9. Everything you need in a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2018 **What do you like best about Wealthbox CRM?** Intuitive. The whole system is as intuitive as it gets. Very easy to use. Love the API integrations. **What do you dislike about Wealthbox CRM?** Not too much to dislike. I will say the rate of new integrations has started to slow down recently. **Recommendations to others considering Wealthbox CRM:** It is a great CRM. I would only consider another if it were directly integrated with my custodian. **What problems is Wealthbox CRM solving and how is that benefiting you?** It is straight forward. Reasonable pricing. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+18%3A14%3A02+-0500&secure%5Bsession_id%5D=52e68df1-3829-4e50-b257-8f6bb6e3319e&secure%5Btoken%5D=fb14bb222216035d7fd6ca3cc97cce8e5b78d109d0c961861c23aa7ccf10cb96&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)