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Wealthbox

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4.6 out of 5 stars
109 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2014
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All Products & Services

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Wealthbox CRM

109 reviews

CRM for Financial Advisors

Profile Name

Star Rating

91
11
2
3
2

Wealthbox Reviews

Review Filters
Profile Name
Star Rating
91
11
2
3
2
MH
Michael H.
08/02/2023
Validated Reviewer
Verified Current User
Review source: Organic

World of Difference from Previous CRM

|Wealthbox CRM
Ease of use and extent of abilities, both on laptop and mobile.
Gina H.
GH
Gina H.
Director of Operations at Libertas Wealth Management Group, Inc.
03/28/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Easy to use CRM, perfect for Financial Advisors

|Wealthbox CRM
the interface is so easy to navigate. Easy to create custom fields & reports
Verified User in Financial Services
UF
Verified User in Financial Services
10/28/2022
Validated Reviewer
Verified Current User
Review source: Organic

Not built for organizations greater than 5.

|Wealthbox CRM
The look and dashboard. The report menus are very usable.

About

Contact

HQ Location:
United States, US

Social

@Wealthbox

What is Wealthbox?

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Details

Year Founded
2014