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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
Phil B.
PB
Phil B.
02/21/2025
Validated Reviewer
Verified Current User
Review source: Organic

Wealthbox exceeds expectations as a CRM software program

|Wealthbox CRM
Wealthbox continues to innovate its software program, adapting to the needs of the financial services industry it serves. In addition, multiple software programs integrate seamlessly with Wealthbox, making the value of this CRM exponentially greater than it would be without these partnerships.
TN
Tamara N.
10/28/2024
Validated Reviewer
Verified Current User
Review source: Organic

Bad communication-difficult to use

|Wealthbox CRM
Coming from Redtail I see NO upsides in Wealthbox
Robert L F.
RF
Robert L F.
Wealth Advisor at Castellum Financial
08/20/2024
Validated Reviewer
Verified Current User
Review source: Organic

Very good at what they do, but inflexible when something goes wrong

|Wealthbox CRM
I like WealthBox's ease of use and intuitive nature. We can efficiently manage most of our business through Wealthbox.

About

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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