Wealthbox CRM Review 2026: Pricing, Pros and Cons

Wealthbox is a modern CRM that offers busy advisors everything they need to connect with prospects, clients and team members. Approximately 91% of financial planning firms use a CRM, according to the 2026 T3/Inside Information Software Survey. Among those advisors, 17.48% choose Wealthbox over other platforms.¹ Is it the right CRM for your firm? Let’s take a look at what the platform offers and whether it’s a good fit for you.

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About Wealthbox CRM

Launched in 2014, Wealthbox is a top-rated CRM for financial advisors and wealth managers. The platform has earned many accolades for its ease of use and the return on investment it generates for its users.

Unlike some of its competitors, Wealthbox CRM is designed specifically for the unique needs of financial professionals. It’s suitable for use by advisors, enterprise wealth management firms, family offices, banks and credit unions, broker-dealers and trust companies.

Wealthbox CRM is developed, operated and owned by NYC-based Starburst Labs, Inc. Its applications are hosted with Amazon Web Services. In 2025, Wealthbox joined the wave of CRMs offering AI tools with the introduction of its AI notetaker. Since then, the platform has expanded its capabilities to include agentic AI services, an AI assistant, and AI prompts that allow users to create automated workflows with a single click.

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Pure Financial Advisors

We have seen a remarkable return on investment and comparatively low client acquisition costs even as we’ve multiplied our spend over the years.

Pure Financial Advisors reports $1B in new AUM from SmartAsset investor referrals.

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Wealthbox CRM Features

Wealthbox offers a unique set of tools to help with critical client-facing and back-office tasks. Here are some of the most notable features included with Wealthbox CRM:

• Contact management: Wealthbox’s contact management interface enables you to view client details in one place, including their financial information and your communication history. You can choose which data to capture, as well as categorize your contacts using tags. You also have control over who can view client data within the interface, as well as a built-in note-taking feature to easily keep track of all interactions.
• Click to Call: Click to call allows you to phone clients and prospects, without having to leave the CRM interface. This feature is designed to save time and increase your productivity.
• Email dropbox: Wealthbox makes it easy to send, forward, and bcc emails to a private Wealthbox email dropbox address. Synced emails automatically connect to the appropriate contact’s record page.
• Email to CRM Workflows: You also have the ability to create tasks, schedule events, or launch workflows in an email. You can set reminders to link various elements of the CRM inside the platform as well.
• Email templates: Templates and scripts can save significant time, and Wealthbox gives you access to a library of customizable presets for client and team communications. You can adapt templates to fit your firm’s branding and use the bulk mailer feature to send out messages to contacts grouped by tags.
• Opportunity Tracking: The Opportunity Tracking tool allows you to visualize your entire book of business and filter by users or where a prospect is in your sales funnel. You can add notes to individual files or make a status update to track a prospect’s progression as you work toward closing sales. The tracker uses a kanban board interface so you have a visual representation of opportunities.
• AI assistant: Wealthbox’s AI assistant is a conversational tool that can locate and summarize information, generate reports, create charts and other visuals, and answer questions, all within a single chat window. You can also schedule meetings and follow-ups, review tasks, and check for overdue items on your to-do list using the assistant.
• Playbooks: Playbooks are reusable AI prompts that make it easy to set up multi-step workflows for client onboarding, meeting follow-ups, and other tasks with a single click. They work alongside the AI Assistant to turn CRM data into standardized actions.
• Activity Streams: The Activity Streams feature simplifies collaboration by allowing you and your team members to exchange updates in real time. You can use this feature along with the Calendar feature to keep track of client meetings, important tasks and upcoming events without having to play email tag with members of your team.
• Reports: Wealthbox includes advanced reporting that allows you to generate and save customized CRM reports on demand. You also have the option of generating charts if you’d like a visual aid to accompany your reports. As you build out reports, you have the option to share them with key members of your team via custom dashboards.
• Integrations: Wealthbox integrates with more than 150 tools and platforms, including AI tools, billing tools, scheduling and communication tools, custodial platforms, document management tools and marketing tools. That can make for an easier adoption process if you’re concerned about where Wealthbox might fit into your tech stack.
• AI notetaker: The AI note-taking tool allows you to stay focused on clients during meetings by capturing conversation notes in real time. This tool summarizes meetings and creates actionable follow-ups, while also generating a compliant recordkeeping trail.

Like other top CRMs, Wealthbox’s features are accessible online and via a mobile app. The Wealthbox app is fully synced with your web-based account, so you always have access to the same data and tools wherever you log in.

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Wealthbox CRM Pricing

The CRM offers four pricing plans to choose from. The right one for you is likely going to be based on your business’s size and needs. Here is a quick summary of each.

A 14-day free trial period is available with Basic, Pro and Premier plans. If you’d like to add an AI note-taker feature to your subscription package, you can take advantage of an introductory rate of $49 per user, per month. If you run a larger firm, Enterprise plan pricing is available by request.

Here’s a more comprehensive look at some of what’s included with each plan option.

All subscription tiers include access to the Wealthbox customer support help desk, data portability, a video tutorial library, an online knowledge base and assistance with CRM migration. Enterprise plans come with additional features, including administrative tools, VPN support, email and file storage controls, priority support and integration permissions.

Wealthbox CRM: Pros and Cons

When comparing CRM platforms, it’s helpful to consider features and benefits, as well as the potential downsides. Here’s how Wealthbox measures up with the most important bullet points to remember.

Wealthbox CRM Alternatives

Wealthbox is just one of many CRM platforms, and each has its pros and cons. Here are two others you might consider instead if you don’t think Wealthbox is a fit for your firm:

Redtail

Redtail is a CRM for advisors that features affordable pricing and a comprehensive suite of features for managing client relationships. In the T3/Inside Information survey, it was the most-used CRM, with a 42.53% market share.

The user interface isn’t as sleek as what Wealthbox offers, but it’s easy to use. Redtail’s support is highly rated and, like Wealthbox, you can get a free database migration when you set up your account.

There are three plans to choose from: Launch, Growth and Enterprise, with pricing starting at $39 per user, per month when billed annually. Prices start at $45 per user, per month if you choose monthly billing. Enterprise plans are customizable.

Salesforce

Salesforce CRM is not specific to the financial services industry, but it offers many of the features and tools that advisors may find valuable. Approximately 5.3% of financial professionals reported using Salesforce Financial Services Cloud in the T3/Inside Information survey. The platform is highly customizable compared to other CRMs and incorporates a range of AI tools, which tech-focused advisors may appreciate.

There are three pricing options available. The Free Suite is a simple CRM with basic features that costs $0 to use. If you’re interested specifically in the Salesforce Financial Services Cloud, pricing starts at $325 per user, per month, billed annually.

Frequently Asked Questions (FAQs)

Bottom Line: Is Wealthbox CRM a Good Choice for Advisors?

Wealthbox could be a good fit for advisors who want something user-friendly and customizable, with multiple pricing plans to choose from. It’s suited to smaller advisory firms, but it’s also appropriate for advisors who are ready to grow. If you’re looking for a CRM that offers plenty of value for the money, it may be worth considering. And if you’re interested in exploring the possibilities of Wealthbox CRM, attend a live demo or schedule your free trial.

Tips for Growing Your Advisory Business

• Tech tools can take the stress out of running your business and free up more time to spend with clients. If promoting your business is one of your biggest time sinks, you might consider partnering with a third-party marketing platform. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service that financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
• If you’re investing in a CRM, it’s important to know how to make the most of it. For example, you might use it to track your marketing campaigns so you can pinpoint which strategies are delivering the best ROI. Your CRM can also help with improving customer loyalty and client retention rates by creating personalized communications. Those types of things can go a long way toward helping you grow your firm.

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