Wealthbox
Wealthbox: A specialized advisor CRM with household management, workflows, AI, and mobile access. Ranked #38 of 238 in CRM Software by our editors (5.6/10); pricing: 14-day trial; best for financial advisors managing households and workflows.
At a glance
- Editor score5.6 / 10
- Pricing14-day trial
- Best forFinancial advisors managing households and workflows
- Free planNo
- Facts checked23 Sep 2026
Where it wins
- Household CRM and visual opportunity pipelines support advisor workflows.
- Workflow automation, task assignment, and email sync help coordinate teams.
- AI tools, mobile apps, permissions, and 150+ integrations extend the workspace.
Where it doesn't
- The product is paid, with a 14-day trial rather than a free plan.
- Basic limits firms to one opportunity pipeline and 2 GB of file storage.
- Teams focused on broad marketing automation may need a different CRM fit.
Our verdict on Wealthbox
Wealthbox is a CRM workspace built for financial advisors and advisory firms. It brings contact and household management, visual opportunity pipelines, workflow automation, task assignment, email and calendar synchronization, reporting, meetings, mobile access, and AI tools into one workspace. Its design is especially suited to firms coordinating client relationships, recurring processes, and business opportunities across teams.
Pricing is paid and starts at 59 per month, with a 14-day free trial. Basic covers contact and household management, tasks, one opportunity pipeline, calendars and meetings, and 2 GB of file storage. Pro adds workflows and automations, two-way email sync, broadcast email, and three opportunity pipelines. Premier adds customizable dashboards and homepages, workflow template sharing, API development support, and five workspaces. Enterprise includes SSO, a dedicated account manager, unlimited workspaces, and priority enterprise support, with custom pricing.
Wealthbox also fits firms that need a connected operating environment rather than a contact database alone. It supports web, iOS, Android, API, and Chrome extension access, with Gmail, Google Calendar, Outlook, Microsoft 365, and 150+ integrations. The AI Assistant can support summaries, reports, drafts, and CRM actions, while role-based permissions and security controls help structure team access. Choose Wealthbox if household-level relationship management and advisor workflows are central to the buying decision. Teams primarily seeking broad marketing automation or a free CRM should consider alternatives.
Your product? Our editors can test Wealthbox in depth and publish a review, labelled as paid · from $149/mo →
Wealthbox pricing
All 4 Wealthbox plans and prices →
Wealthbox fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Free trial | Yes |
| Visual sales pipeline | Yes |
| Email sync | Yes |
| Marketing automation | Not verified |
| AI features | Yes |
| Mobile app | Yes |
| Open source | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, PCI DSS, 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 150+ integrations: Gmail, Outlook, Zoom, Microsoft Teams, Webex, Google Meet … See all → |
| Pricing | 14-day trial (source) |
| Website | wealthbox.com |
| Facts checked | 23 Sep 2026 |
Wealthbox integrations
Wealthbox lists 150+ integrations on its own site — the 10 named here are the ones its pages call out.
- Gmail
- Outlook
- Zoom
- Microsoft Teams
- Webex
- Google Meet
- Box
- Dropbox
- Google Drive
- Zapier
See all Wealthbox integrations →
Alternatives to Wealthbox
- HubSpot CRMA capable free CRM with contact, deal, email, AI, mobile, and integration coverage.9.4
- Salesforce Sales CloudA broad CRM for mature sales teams that need forecasting, automation, AI, and extensibility.9.3
- Zoho CRMA broad CRM with a free plan, automation, AI, analytics, mobile apps, and APIs.9.2
See all Wealthbox alternatives →
Also Ranked In
Wealthbox is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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