Wealthbox 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Wealthbox

4.7

(145)

Pricing

Starting at $59.00 per month

About Wealthbox

Wealthbox is a customer relationship management platform that helps businesses and financial advisors manage opportunities, projects, clients, tasks, and other administrative operations on a unified dashboard. It provides a mail module, which allows businesses to establish two-way data sync through integration with several mail clients including Microsoft Outlook, Microsoft Exchange, Yahoo!, and more.

Key features of Wealthbox including calendar, contact management, reporting, workflow automation, and search. It offers mobile applications for Android and iOS devices, which allows employees to manage notes, schedule meetings, find contacts, and track office activity on the go. Additionally, it allows sales representatives to centralize contacts, manage social profiles, and connect with clients using a click to call functionality.

Wealthbox facilitates integrations with various compliance management, scheduling, marketing, payment processing, voice dictation, and more. Pricing is available on monthly and annual subscriptions.

Wealthbox Screenshots

Wealthbox Pricing and Plans

Starting price: $59.00 per month

Free Trial

Free Version

Basic

$59.00

per user, per month

Plan includes:

1 CRM Workspaces
1 Opportunity Pipelines
2-Factor Authentication
2 GB File Storage
Activity Stream
Administrative Controls
Bank-Level Security
Bcc Email Forwarding
Calendar
Chrome Extension for Gmail

Pro

$75.00

per user, per month

Plan includes:

2-Factor Authentication
3 CRM Workspaces
5 GB File Storage
5 Opportunity Pipelines
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email

Premier

$99.00

per user, per month

Plan includes:

10gb File Storage
10 Opportunity Pipelines
2-Factor Authentication
5 CRM Workspaces
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email

Enterprise

Pricing available upon request

Plan includes:

20 GB File Storage
2-Factor Authentication
Activity Stream
Administrative Controls
API Access
Bank-Level Security
Bcc Email Forwarding
Broadcast Email
Calendar
Chrome Extension for Gmail

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Wealthbox Features

Popular features found in Financial CRM
Activity Dashboard
Campaign Management
Client Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Expense Tracking
Lead Management
Marketing Automation
Relationship Tracking
More features of Wealthbox
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
API
Calendar Management
Calendar Sync
Collaboration Tools
Contact Management
CRM
Customizable Fields
Customizable Reports
Drag & Drop
Email Management
Email Templates
For Financial Institutions
Interaction Tracking
Lead Capture
Mobile Access
Pipeline Management
Reporting & Statistics
Search/Filter
Task Management
Template Management
Third-Party Integrations
Workflow Management

Wealthbox Integrations

Calendly

Dropbox Business

Evernote Teams

Microsoft Outlook

OneDrive

Orion Law

See all 34 integrations

Wealthbox User Reviews

Overall Rating

4.7

Ratings Breakdown

72%

26%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.5

Functionality

4.4

Joel V.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Satisfied and good value

Awesome, highly recommend

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The workflows, being able to design a process and implement other team members is wonderful.

Cons:

Contacting customer service has been painful in the past. I like having a dedicated phone # to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem.

Reasons for switching to Wealthbox

WB had an easy to use and read interface. Great with teams

Matthewe M.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed September 2021

Beauty in Simplicity

I have gone to three other CRMs in the last 5 years (not by choice( and I always come back.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication.

Cons:

The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them.

Reasons for choosing Wealthbox

Beauty in Simplicity.

Reasons for switching to Wealthbox

Redtail is too expensive and too clunky to use. I don't understand why people use it so much, I guess they may have just shown up first. Salesforce was expensive and archaic. It's customizable but advisors don't need extensive customization to track notes and client details. I do think that the new Salesforce for financial services may be competitive now.

Walter P.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

no customer service telephone number.

1 (one) The sales people were exceptional

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

THE NAME

Cons:

MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT

Reasons for switching to Wealthbox

U HAVE GREAT salespeople

Donna F.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2022

Good for small teams, would like more customizations

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to navigate. Easily accessible on the go when you need to quickly check something.

Cons:

Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and).

Reasons for choosing Wealthbox

Simpler, less functions we wouldn't use.

Reasons for switching to Wealthbox

We weren't using Goldmine to it's potential but we weren't skilled in the necessary coding to operate it at that level so it became to outdated and challenging to make beneficial for us.

Jamie E.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2021

Great solution for all advisors

Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process.

Cons:

While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry.

Reasons for choosing Wealthbox

Cost, ease of implementation and user interface.

Reasons for switching to Wealthbox

Contactually was specific to the real estate industry and was ultimately acquired by a real estate firm. Thus, it's functionality moved away form my needs.

Patrick C.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2021

Wealthbox CRM - My favorite

I actually look forward to opening this program because it helped me organize my business and it so easy to use. My old CRM was not this easy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This was the easiest and fastest setup of any CRM I used in the past. It matched my needs as I wanted something that I could tailor to meet my needs in a database. It is very easy to make changes to the CRM to add fields. I didn't need to pay a consultant to change the face, fields or integrate with other vendors. Note taking is very simple and I really liked the layout.

Cons:

It sounds too good to be true but i did not have any cons with this software. At least not yet.

Reasons for choosing Wealthbox

I liked the simplicity which in many ways matched Wealthbox but I couldn't change Redtail to meet my needs when entering data and connecting families or Relatives. Redtail is on a Template that cannot be tailored or morphed easily to meet my needs. I had to create many Custom Fields and that doesn't always work well if you have too many.

Reasons for switching to Wealthbox

I needed to pay thousands of dollars to make the necessary changes within the program to meet my needs.

Verified

Reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

This software is a Wealth of ease & knowledge!

I would say of you're a financial advisor you should definitely give this software a consideration. I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. WB is not the cheapest but it's also not the most expensive. So it's a lot more expensive than some non-FA types of CRMs but the specific features and the sanity-saving features are worth it [for example -- doing my annual ADV email and having WB do a broadcast email and also update that each client received the ADV on that day is just about worth the annual cost].

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

WB is super easy to hit the ground running. From day one it makes sense and is intuitive. Tagging clients for group emails is super-easy.

Cons:

The 'opportunity' pipelines are hard to remember how to update. Seems like I spend a lot of time trying to remember how to update or delete them, probably the clunkiest part of WB.

Reasons for switching to Wealthbox

SmartOffice was so clunky and ridiculously priced for what you got. Switching to WB was a no-brainer.

Chris H.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

Switching to Wealthbox

Positive: issue with Salesforce iteration we used was that it took more time to do day to day things in the system. It wasn't "fun" or "easy" to use. Wealthbox solves that. What's the best CRM? One you use. I feel like they have designed it in a way that's approachable and time efficient for a business that is always stretched on time and/or technical aptitude

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with other systems

Cons:

Relative inflexibility, some integrations aren't as deep as they could be. That said, they take user feedback to heart and incorporate it over time.

Reasons for choosing Wealthbox

RedTail had some integration advantages, but it comes back to "would I/we enjoy using this / would I/we use this as much as I/we know I/we should?" and I kept circling back to a "no" answer. Made the choice pretty simple. The product isn't as approachable or "pretty."

Reasons for switching to Wealthbox

Salesforce took more clicks to accomplish everything, didn't have the activity feed, integrations were impossible to implement well without a high powered team behind the product keeping it up to date and customizing it. Great product for a massive organization that wants to employ the technical staff to manage it, not great for a small company trying to integrate it with a lot of disparate, industry specific products.

Anthony C.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Exactly what you need in a CRM

Since changing over from another CRM we will never go back. WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting any feedback we have.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love the flexibility the software gives us to create reports on most/all data points and ease of use. We are able to get new users up and running in no time. The information is displayed in an easy-to-read format. The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are traveling and on the road.

Cons:

Like any software, transition periods can be rocky but it is well worth the transition going to WeatlhBox. Our only pain point currently is moving contacts to different Workspaces within our organization as it is something we can not do and must contact Customer Support to complete.

Reasons for choosing Wealthbox

We chose WealthBox over others based on the value of price and ease of use. We believed that the value WealthBox brought to the table for the price was a no-brainer.

Paul H.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed September 2021

If you can use a social media account, you can use WealthBox

It's been an excellent CRM solution for workflows, logging notes, setting follow-ups, and housing client data.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to add custom categories and follow-up e-mails that are sent daily. It's a helpful reminder to log in to the software or simply review the items that are tagged in the e-mail.

Cons:

I have to click on my notes to read the entire post.

Reasons for switching to Wealthbox

RedTail was terrible. It was not user friendly and seemed to have a lot of glitches, especially when integrating with other platforms.

Showing 1 - 10 of 145 Reviews

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