Wealthbox review
A specialized advisor CRM with household management, workflows, AI, and mobile access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Wealthbox pros and cons
- 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.
Wealthbox fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update