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Wealthbox

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4.5 out of 5 stars
103 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2014
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Wealthbox Reviews

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Profile Name
Star Rating
86
10
2
3
2
Rachael B.
RB
Rachael B.
Helping newly single women get their finances back on track | Certified Financial Planner® | Certified Divorce Financial Analyst®
07/26/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great all around CRM tool

|Wealthbox CRM
The ability to easily record and then later recall details on my interactions with clients. I can access any piece of info I am looking for in just a couple of clicks
JM
Jim M.
07/26/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

The closest thing to perfect for me

|Wealthbox CRM
I like that it's very simple. It works well for me.
Erica R.
ER
Erica R.
07/26/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use, constantly improving CRM for financial advisors

|Wealthbox CRM
Wealthbox is easy to use and to connect to other systems using Zapier. It is also easy to customize according to your business model.

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HQ Location:
United States, US

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@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