What is Wealthbox used for?

Wealthbox is a CRM tailored to the financial advice industry, helping independent advisors and wealth firms manage clients, tasks and workflows. It is a good fit for independent advisors managing client relationships.

How much does Wealthbox cost?

Paid plans for Wealthbox start at $59 per seat per month, and there is no free plan. A free trial is available.

Is Wealthbox open source?

No. Wealthbox is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Wealthbox include Twenty, SuiteCRM and EspoCRM.

What are some alternatives to Wealthbox?

Wealthbox competes with Salesforce, Zoho CRM and Dynamics 365 Sales. For open-source options, see Enlisted's ranked list of open-source Wealthbox alternatives.

Wealthbox: features, pricing and alternatives

About Wealthbox

Wealthbox is a customer relationship management product built for the financial advice industry. Independent advisors and wealth management firms use it to track client relationships, tasks and processes in a tool designed around their service needs.

The vendor site could not be read when this entry was prepared, so features, integrations and pricing are not described here. Wealthbox is a proprietary, hosted service; check the vendor for current capabilities, supported custodians and costs.

Key features

CRM for financial advisors
Client relationship tracking
Task and workflow management
Designed for wealth management firms

Good fit for

→Independent advisors managing client relationships

Tags: crm; financial-advisors; wealth-management; clients; workflows; saas

Wealthbox: questions and answers

What is Wealthbox used for?: Wealthbox is a CRM tailored to the financial advice industry, helping independent advisors and wealth firms manage clients, tasks and workflows. It is a good fit for independent advisors managing client relationships.
How much does Wealthbox cost?: Paid plans for Wealthbox start at $59 per seat per month, and there is no free plan. A free trial is available.
Is Wealthbox open source?: No. Wealthbox is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Wealthbox include Twenty, SuiteCRM and EspoCRM.
What are some alternatives to Wealthbox?: Wealthbox competes with Salesforce, Zoho CRM and Dynamics 365 Sales. For open-source options, see Enlisted's ranked list of open-source Wealthbox alternatives.