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Wealthbox

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

Review Filters
Profile Name
Star Rating
85
10
2
3
2
JB
Jody B.
08/02/2023
Validated Reviewer
Review source: Organic

Give Wealthbox a try

|Wealthbox CRM
The ability to customize to the needs of our firm.
John Michael H.
JH
John Michael H.
Wealth Advisor at amb wealth
08/02/2023
Validated Reviewer
Review source: Organic

Great Experience!

|Wealthbox CRM
Wealthbox is extremely user friendly and simple to set-up, learn, and maintain. It does everything we need in a CRM and integrates well with the rest of our tech stack.
Christopher R.
CR
Christopher R.
Wealth Advisor helping executives and professionals with investment management and retirement planning.
08/02/2023
Validated Reviewer
Review source: Organic

Flexible and very user friendly CRM

|Wealthbox CRM
Ease of use and ability to customize to personal preferences and overall practice.

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