Financial advisor CRM
Wealthbox
Wealthbox Review (2026): Pricing, Pros & Cons
A modern, easy-to-use CRM built specifically for financial advisors.
The short answer
Wealthbox is a modern, easy-to-use CRM built specifically for financial advisors and wealth management firms. It combines contact management, workflow automation, and task tracking with deep integrations into custodians, planning tools, and portfolio platforms like Schwab, Fidelity, and Orion. There is no free plan, and it is not designed for general-purpose sales teams outside financial services.
What is Wealthbox?
Wealthbox is a cloud-based CRM built exclusively for financial advisors, RIAs, and wealth management teams. It centralizes client contacts, household relationships, tasks, and workflows, and connects to 150+ industry tools including Schwab, Fidelity, Orion, eMoney, and Broadridge so advisors can manage relationships alongside portfolio and planning data.
How much does Wealthbox cost?
Basic is ~$59/user/mo, Plus ~$75/user/mo, and Premier ~$99/user/mo, all billed annually; Enterprise pricing is custom. A 14-day free trial is available, no credit card required.
| Detail | Wealthbox |
|---|---|
| Starting price | from ~$59/user/mo |
| Free plan | No (free trial only) |
| Category | Financial advisor CRM |
| Best for | Financial advisors and wealth management firms needing compliance-friendly client relationship management. |
| Our rating | 4.5 / 5 |
Prices are indicative 2026 list prices and change frequently; confirm with Wealthbox directly.
What are the key features of Wealthbox?
The standout: Purpose-built integrations with custodians and planning tools like Schwab, Fidelity, and Orion.
- Household and relationship-mapped contact records
- Workflow automation and task management for advisor teams
- 150+ integrations including Schwab, Fidelity, Orion, and eMoney
- Email and calendar sync with activity streams
- Compliance-friendly notes and audit trail
What are the pros and cons of Wealthbox?
| Pros | Cons |
|---|---|
| ✔ Purpose-built for financial advisor workflows and compliance | ✘ No free plan, only a 14-day trial |
| ✔ Clean, modern interface with a short learning curve | ✘ Narrow fit outside financial services |
| ✔ Deep custodian and planning-tool integrations | ✘ Advanced features require Plus or Premier tiers |
Who is Wealthbox best for?
Wealthbox is best for financial advisors and wealth management firms needing compliance-friendly client relationship management. Founded in 2014 and headquartered in Providence, USA, it has earned a 4.5-out-of-5 rating in our assessment.
What are the best Wealthbox alternatives?
If Wealthbox is not the right fit, these are the closest alternatives to compare:
- Nimble — A social, relationship-led CRM that works across the browser.
- Copper — A relationship CRM designed around Google Workspace.
- Less Annoying CRM — A straightforward, single-plan CRM built for small businesses.
How does Wealthbox compare head-to-head?
Side-by-side breakdowns of Wealthbox against the other most-shortlisted CRMs:
- Wealthbox vs Redtail CRM — pricing, features, and fit compared