# Compare Nimble vs Wealthbox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Nimble and Wealthbox based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/123032-175666/Nimble-vs-Wealthbox --- # Nimble vs Wealthbox Features and Cost Comparison Last updated April 6th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: NimbleWealthbox2/4 selected [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.4 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) [## Nimble](https://www.capterra.com/p/123032/Nimble/)[4.4 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) Starting Price $29.90/month Value-for-Money 4.3 Functionality 4.2 Ease of Use 4.3 Customer Service 4.3 Reviews Sentiment Based on [1,868 reviews](#user-reviews) Positive 1,656 Neutral 168 Negative 44 [## Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.7 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) Starting Price $59.00/month Value-for-Money 4.7 Functionality 4.4 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [145 reviews](#user-reviews) Positive 141 Neutral 3 Negative 1 ## Not a match? 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Nurture relationships and close more deals — all in one simple platform. Best for Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## User reviews Pros & cons VR Verified Reviewer Graphic Designer > "Its simple interface allows us to focus on creative work without being bogged down by complex CRM systems." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6575685) AA Alex A. Peer support specialist, drug and alcohol counselor > "How to overall good experience if I had to pick one certain thing, I was not a fan of it would probably have the email marketing was kind of..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___7124956) SB Sarah B. Freelance writer > "I love how I can see all my data and contacts along with the history of everything that I upload anyway into my system and use for easy processing..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4868563) BL Byron L. Blogger > "The pricing structure can be a bit confusing if you're new to this type of software; there are different plans depending on how many people will..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4165071) AF Agustin F. Market Research > "I like it because this software has tools such as Kanban boards, analysis dashboards, and other resources to help users plan and manage projects..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4871163) DN Debbie N. Manager > "Limited customization options: Some users have reported that the customization options in Nimble are limited compared to other CRM platforms." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4550855) Abel A. Agent > "It's software that I really liked because it allowed me to simplify the management of my contacts and facilitate my research, but on the other..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___5071543) SB Sarah B. Freelance writer > "I feel like it’s a little too pricey for me comparing it to the other companies." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4868563) AM Alison M. Chat Agent > "What I like about the Nimble software tool is that it has great features it helps generate good quality leads and helps business owners manage..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4917789) HS Harsha S. Web Developer > "Additionally, I perhaps find that the software's advanced features and customization options can be somewhat overwhelming at first, requiring a..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4614835) JM Jaime M. Regional Sales Manager > "Nimble is simple to use, solution oriented and affordable for growing businesses, like ours, that requires special focus and dedicated attention..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6648885) SD Steve D. Business Owner > "I think having tried a few different CRM systems out there like Sales Force, Trello etc, Nimble has a long way to go and although they aren't the..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4389349) VR Verified Reviewer designer > "It is highly recommended to industry professionals, coaches, authors, or consultants who need to track important relationships." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6505403) Nurul Saidah M. Personal Banker > "Many times, the thumbnail images of the contacts displayed the incorrect photo." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3538050) SB Sara B. Teacher > "I have used it for LinkedIn reviews and to connect with colleagues" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6510403) KS Kapil S. Manager > "Complexities in the Integration of software with other platforms is a little challenging" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3533238) JM Jaime M. Regional Sales Manager > "Can be customized to suit the unique aspects of our business." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6648885) SS Sofia S. Product Manager Marketing Moda > "The only downside of Nimble is that it can be a bit pricey for smaller businesses." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4663072) Eileen C. Senior Product Manager > "The adaptable nature of this software includes to the ease of utilize, Nimble Miner app is exceptionally valuable because it provides all the..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4799375) IF Iqra F. Recruitment Specialist > "Some integrations like linked-in do not work correctly sometimes." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4622122) VH Victor H. Sales Specialist. > "Trackable emails makes this platform quite reliable and secure." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6595902) Nurul Saidah M. Personal Banker > "There were certain aspects of sending emails that did not operate as intended." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3538050) Emma S. Business Administrator > "It personalizes relationships with customers so that everyone is satisfied and the processes that drive business growth are much more controlled..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___5026168) RL Remus L. Real Estate Agent > "It takes too much time to learn and hardly save the information, sometimes will bug out the new data and gone nowhere and need redo the process..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2942823) Ronald Abilmar R. Marketing Manager > "I love being able to keep up with my activities and updates from my contacts this has allowed me to stay even more connected and up to date." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___5010067) SP Simon P. reviewer > "Trying to run my business without Nimble was not very efficient." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4404837) IE Irma E. Advisor > "My overall experience has been good it has help my company organizing and tracking all of our data making it let stressful for us as users." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6006537) VR Verified Reviewer Full Time Translator > "It lacks the geotargeting, live chat and data visualization features." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3129458) Eileen C. Senior Product Manager > "Client understanding administration, detailing, arranging and portable app are total and utilized all through our deals office." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4799375) SD Steve D. Business Owner > "Their email system is shambolic to say the least and one of the worst Ive used." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4389349) Elijah J. Automation Engineer > "It allows me to centralize all the information related to my clients in one place." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4813786) SS Stephanie S. Author > "Personally the navigation just didn't "click" with my brain. While the program is great, just the site navigation didn't seem to flow and it was..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3326299) Elijah J. Automation Engineer > "I can quickly access contact details, interaction history, pending activities, and relevant notes." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4813786) VR Verified Reviewer Senior Content writer > "I have faced some difficulties while integrating APIs but as it is not a priority now, I have skipped it. But, I would like to suggest the Nimble..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3332757) SN Sylla N. Artist > "I enjoyed Nimble’s tech support, interface, and navigation." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6327931) BK Bill K. Owner > "I found that Nimble is nice for the most basic level of CRM tasks, but after that it gets buggier or it just doesn't offer those functions." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3401372) Emma S. Business Administrator > "Its quality of operation has made my entire work team feel more satisfied with being able to have all the information on the same platform and..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___5026168) TR Thomas R. CEO > "Partially outdated views that do not fit into the overall picture (e.g. calendar)" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3458578) SN Sylla N. Artist > "I enjoyed the platform sales tracking software, it is very useful." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6327931) MY Marco Y. Consultant > "Formating of emails is not easy to use." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3745082) RAJ KUMAR B. Accountant > "It has good features which saves a time of user." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6322009) Saket K. Software Engineer > "Sometimes Nimble stops responding due to which the users need to wait for Nimble to start responding again." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3456615) DN Debbie N. Manager > "Reporting and analytics: Nimble provides detailed reporting and analytics capabilities, allowing users to track their sales pipeline and monitor..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4550855) KK Kyle K. Youtuber > "customer service was pretty awful even with the free trial, got minimal help to even deploy it. nor did i get any of my questions answer really." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3242789) Khothatso M. Freelancer > "Their interface is extremely user-friendly and which enables you to collect a lot of information, and the Email interface is good and allows for..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3691323) Tara B. QP > "The mobile version is difficult to manage and not all functions work as they are intended." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3034926) VR Verified Reviewer Web Marketing > "Lastly, the integration with popular social media platforms is a fantastic feature as it allows me to manage my social media interactions from..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4582175) AA Alhassan A. Research Coordinator > "Some features are not easily accessible with the way the interface is laid out." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2901178) HS Harsha S. Web Developer > "Nimble offers a mobile app that allows you to access and manage your customer data on-the-go, ensuring that you can stay productive and responsive..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4614835) Joseph D. SEO Specialist > "Moving a contact list over to Nimble is a little frustrating." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2960473) CD Carl D. News Director > "Great for email campaigns, newsletters, and easy to use!" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___6506073) KM Kimberley M. CEO > "I don’t like the challenge of not being able to connect my Apple phone - I can’t grab pics from my photos to add to a text message." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2639741) AF Agustin F. Market Research > "All in all, the investment of time and resources in this tool is worth it, since it offers numerous advantages to improve the efficiency and..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4871163) AC Alfonso C. Software Engineer > "If you're not using Office 365, you don't have access to some of the more complex features, which just makes Nimble a more expensive and fancier..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2606753) MFA Mohd Farizan A. Business Owner > "Nimble CRM is a very helpful software that helps me not only to track my communications with prospects and clients but also to measure our sales..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4575428) MO Mark O. Senior Systems Administrator > "My only complaints about our Nimble are its cost, limited mobile app functionality and lack of Office 365 integration." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2704233) Elijah J. Automation Engineer > "This functionality has improved internal communication and increased the effectiveness of our joint commercial actions." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4813786) PK Peter K. Founder at wireofnews > "If you have large database of contacts then it will sometimes becomes headache for you because it fails to upload your all contacts." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2333652) Luke H. Owner > "I could easily add social media contacts as leads when I stayed on the platform and I could do with same when I used email It’s a lightweight CRM..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4101021) MM Mireia M. Student > "I don't like how you can only message a limited amount of people at the same time when you need to reach more if it's an important message about..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2739596) DN Debbie N. Manager > "Lead capture: The platform provides lead capture capabilities, allowing users to easily capture and store information about potential customers." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4550855) EEB Engoudou Edzimbi B. Freelance > "I recently noticed that some data like phone number are not available and even the Nimble interface is not performing as well as it used to. " [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2631748) IM Ibrahem M. nursing specialist > "It is very excellent in contact management tools and is preferred by entrepreneurs as well in recording data and phone numbers and reusing it in..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4754811) SG Stefano G. dds > "maybe the ergonomics of the right panel is not top-notch" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3118683) DN Debbie N. Manager > "Nimble integrates with most popular apps and services, allowing you to seamlessly sync data between different systems. " [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4550855) AW Andrew W. Manager, Centralized Services > "The interface was a bit difficult to get used to." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3456719) AP Anil P. Editor > "Our problem with customer database management has been fully solved by Nimble." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4897763) NM Ntsako M. Customer care and sales supervisor > "Seems like the web version is much easier to use than the app which is a complete disaster." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2956459) Elijah J. Automation Engineer > "This has allowed me to dedicate more time to strategic and growth activities." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4813786) Shayda W. Consultant > "Nimble, like, all other Salesforce platforms is not incredibly intuitive." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3257257) Joel B. Administrative Secretary > "I can quickly create, modify, or view contact data with Nimble's Prospector App from any location online." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4600275) Jordana gonçalves va V. Platform that brings together all the tools I need > "Sometimes bugs happen that cause a certain instability, and with a high demand for work I have to complement it with other software, because it is..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2304134) DN Debbie N. Manager > "Benefits Nimble allows you to quickly and easily build out custom CRM solutions tailored to your specific business needs. " [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4550855) TT Thabang T. team leader > "I think its a bit expensive for everyone in the market to afford it" [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3310890) BL Byron L. Blogger > "It integrates seamlessly with other popular services like Mailchimp or Google Analytics so that you don't have to worry about connecting multiple..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4165071) JS Julius S. Quality Specialist > "The email feature is underwhelming and needs to be improved and the dashboard is not customizable." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2680832) Prudencia F. Technician in Energy and Thermal Engineering > "Furthermore, the capability to sync with other services allows me to quickly add new contacts to my database." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___4642099) BK Bill K. Owner > "It's a bit buggy." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3401372) Abdelkadir B. Teacher > "It features a reasonably straightforward, intuitive, and well-organized user interface, and it is a reasonably comprehensive CRM that combines..." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___3704630) RL Remus L. Real Estate Agent > "However, Nimble makes it too complicated." [See full review](https://www.capterra.com/p/123032/Nimble/#Capterra___2942823) [View Reviews](https://www.capterra.com/p/123032/Nimble/reviews/) JH Jihad H. Freelancer > "It helps me connect with clients and make my work done faster than usual" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4809681) CG Cristina G. President > "Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064708) BB Beverly B. Administrative Assistant > "The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) TA Tammy A. Office Mgr > "Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) SS Samantha S. Director of Operations > "I like the 'Tag' process." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___6179748) AH Alex H. Owner > "My least favorite aspect of the program is the "reconnect" that is necessary if I've been out of the office for several weeks and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075657) BB Beverly B. Administrative Assistant > "We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072626) GG Geoff G. Relationship Manager > "Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075351) HB Hannah B. Financial Planner > "We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064845) MH Michael H. Advisor > "The use of different tags in different parts of the program is a little confusing and disjointed (tasks vs. notes, vs. contacts,..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062726) MC Michael C. Financial Planner > "Along with this, the company seems to be willing to look into integrations with numerous partners, as each of my other software..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064343) DL Danielle L. Advisor Assistant > "I miss being able to notate accounts by searching a tag and notating all accounts that have that tag." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) AS Alan S. Principal > "However, to their credit, Wealthbox support is extremely proficient in responding to email support requests within a very short..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) BW Barry W. President > "The only con is that it is not the program chosen by my broker dealer, that could fit into the mold of being part of the tools..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062818) AC Anthony C. Director of Operations > "The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) SS Sally S. Senior Planner > "They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) AS Art S. President > "I like the upgrades like ability to add a picture of a client so admins who don't know the clients can verify that is who came in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064519) MM Mark M. Financial Planner > "There is a lack of automation within Wealthbox, as far as automatically kicking off workflows before or after certain events." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086297) DM Dana M. Financial Planner > "For a solo financial planning firm, Wealthbox is a great CRM solution and with the social aspect of notes and tasks, it can be..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064274) CG Caroline G. Marketing Associate > "Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) NK Neil K. Owner > "Wealthbox is a fantastic solution for my practice to stay organized and productive while systematizing the key processes that need..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) CR Carlos R. Advisor > "I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062462) MM Matthewe M. Financial Advisor > "The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "Dialing client phones from within the CRM is clunky and requires an additional step." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) RH Rick H. Financial Life Advisor > "Ease of use, notes section for my clients, reminders, alerts, syncing with custodians and calendars, templates available for my..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) PM Patrick M. Operations Manager > "Does not allow for contact financial reports out from authorized applications (Albridge)" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064384) JH Joel H. Tax and Financial Planner > "The workflow and Opportunities are invaluable to growing and managing your business. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4184001) LD Laurie D. CEO > "I would like to add/edit the Additional Info area, but I don't think I can customize those." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3070275) LM Lonnie M. Financial Representative > "I appreciate that I can customize my process into this system to track my most paramount activity in my everyday schedule" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3076891) JR Joseph R. President > "Obviously no program is perfect, but from our point of view the negatives about Wealthbox are so miniscule there is no need to even..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) KV Kelsey V. Client Servicing > "I am able to easily communicate through the CRM instead of having to use a chat feature or email which helps everything stay in one..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064960) KW Kevin W. Owner > "The social media feature is not as useful as expected and/or not relevant" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064339) EN Elsie N. Client Service Associate > "The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous CRM..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075493) CH Chris H. Managing Partner > "Relative inflexibility, some integrations aren't as deep as they could be." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) MW Matt W. Operations Manager > "The email updates are the best for me when traveling it give me the contact info and I can call without logging in. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062416) MM Matthewe M. Financial Advisor > "Makes me not want to really fill out detailed data on them." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062613) JB Jeff B. Principal/Advisor > "We like that Wealthbox is continuing to add features and benefits including building more integrations with other pieces of our tech..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064253) DL Danielle L. Advisor Assistant > "Also I have noticed that the email sync always needs to be redone." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075914) ZS Zane S. Service Partner > "All client data is in one accessible place, which flows through to all the tools we use and were easily integrated with Wealthbox." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062479) VR Verified Reviewer Paraplanner > "The lack of willingness to take the needs of UK financial advisers into account" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075363) MA Matthew A. CFP > "I find myself working as a team with another advisor and their staff more often, and Wealthbox makes it easy to coordinate efforts..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075231) TM Theresa M. Executive Office Manager > "Additionally, an enter key sent the email, way uncool." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3080798) DP David P. founder > "I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075135) RH Rick H. Financial Life Advisor > "The phone app sometimes does not cooperate quickly." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062660) KF Ken F. Owner > "Wealthbox keeps that from happening if you have a staff member willing to do the task when they see the task. And I do have staff..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) PF Philip F. Financial Advisor > "I dont like the e mail feature and use it every week. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3068993) DF Donna F. Operations Manager > "Easily accessible on the go when you need to quickly check something." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___4318923) Joel V. Owner > "Contacting customer service has been painful in the past. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) AP Andy P. Financial Advisor/Owner > "The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week!" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) KF Ken F. Owner > "I simply will not allow for prospects to fall into a crack." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3067375) CH Chris H. Managing Partner > "Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) VR Verified Reviewer IAR > "I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3095906) MV Mike V. President & CVO > "The entire firm uses it daily and it improves efficiency and drive customer service up." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075693) JR Joseph R. President > "We have yet to find anything that was a problem in our everyday use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064188) SS Sally S. Senior Planner > "The ability to link future tasks to client accounts is the most useful tool in my opinion." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064675) TF Thomas F. Financial Advisor > "It is on the expensive side compared to other CRMs in the industry." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062486) AC Anthony C. Director of Operations > "WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086143) CG Caroline G. Marketing Associate > "It feels underdeveloped and incorrect." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3504844) CD Chris D. Financial Planner > "They are the best in tracking lots of information about the clients that are relevant." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062437) BS Babette S. Vice President Operations > "We hated the clunky CRM we had been using and found Wealthbox. " [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) NK Neil K. Owner > "It's intuitive and easy to use for task management, workflows and utilizing templates for email (if you have email integration)." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3065251) AS Alan S. Principal > "Our greatest hesitation was the of telephone support." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064890) TA Tammy A. Office Mgr > "Able to tag a client without going in their profile, no complicated steps, great functionality." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064012) VR Verified Reviewer Wealth Advisor > "No phone support" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062460) TM Teresa M. Office Manager > "I love the tabs and that you can customize the data page." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3072133) CH Chad H. Owner > "I don't waste time repeating simple tasks over and over." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3075273) Joel V. Owner > "The workflows, being able to design a process and implement other team members is wonderful." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064596) MG Mark G. CEO > "I think the opportunity function needs help" [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086157) AP Andy P. Financial Advisor/Owner > "WB helps me manage every aspect of my business relating to clients." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3062468) PT Pierre T. Director > "A few functions not possible, eg create tasks in bulk." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___2324665) BS Babette S. Vice President Operations > "It was easy to migrate all of our data and they are continually coming out with improvements and new features that improve the work..." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3064513) CH Chris H. Managing Partner > "It wasn't "fun" or "easy" to use." [See full review](https://www.capterra.com/p/175666/Wealthbox/#Capterra___3086519) [View Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## User interface [Nimble](https://www.capterra.com/p/123032/Nimble/) 4.38 (1,868) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/) 4.68 (145) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Nimble 31/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/123032/Nimble/#features) Wealthbox Top features 34/44 - Access Controls/Permissions - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Calendar Management - Calendar Sync - Campaign Management - Client Management - Collaboration Tools - Contact Management - CRM - Customer Database - Customizable Fields - Customizable Reports - Data Import/Export - Document Management - Drag & Drop - Email Management - Email Marketing - Email Templates - Expense Tracking - Financial Management - Forecasting - For Financial Institutions - Generative AI - Interaction Tracking - Lead Capture - Lead Management - Marketing Automation - Mobile Access - Pipeline Management - Relationship Tracking - Reporting & Statistics - Sales Reports - Search/Filter - Task Management - Task Scheduling - Team Assignments - Template Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/175666/Wealthbox/#features) ### Recognition Nimble is recognized as a top-rated tool in 5 Capterra Shortlist reports Wealthbox is recognized as a top-rated tool in 1 Capterra Shortlist reports ### Deployment & support Nimble Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Wealthbox Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Nimble - By Nimble - Located in United States - Founded in 2009 Wealthbox - By Starburst Labs - Located in United States - Founded in ## Popular Comparisons [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [Brevo](https://www.capterra.com/p/132996/brevo/)[4.62 (3,439)](https://www.capterra.com/p/132996/brevo/reviews/) $29.9/month Price $9/month 4.2 Features 4.5 4.3 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/123032-132996/Nimble-vs-brevo) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[4.09 (85)](https://www.capterra.com/p/121349/RedTail-CRM/reviews/) $59/month Price $39/month 4.4 Features 4.0 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/121349-175666/RedTail-CRM-vs-Wealthbox) [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[4.48 (17,600)](https://www.capterra.com/p/110228/MailChimp/reviews/) $29.9/month Price $13/month 4.2 Features 4.4 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/110228-123032/MailChimp-vs-Nimble) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/)[4.06 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) $59/month Price $65/month 4.4 Features 3.9 4.8 Ease of Use 3.9 [View full comparison](https://www.capterra.com/compare/154610-175666/Maximizer-CRM-vs-Wealthbox) [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[4.56 (2,561)](https://www.capterra.com/p/79367/ActiveCampaign/reviews/) $29.9/month Price $15/month 4.2 Features 4.5 4.3 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/79367-123032/ActiveCampaign-vs-Nimble) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/)[4.47 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.3 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152769-175666/eWay-CRM-vs-Wealthbox) [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [MailerLite](https://www.capterra.com/p/136603/MailerLite/)[4.71 (2,259)](https://www.capterra.com/p/136603/MailerLite/reviews/) $29.9/month Price $10/month 4.2 Features 4.5 4.3 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/123032-136603/Nimble-vs-MailerLite) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $59/month Price $14/month 4.4 Features 4.3 4.8 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-175666/Zoho-CRM-vs-Wealthbox) [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[4.34 (2,923)](https://www.capterra.com/p/31898/Constant-Contact/reviews/) $29.9/month Price $12/month 4.2 Features 4.2 4.3 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/31898-123032/Constant-Contact-vs-Nimble) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $59/month Price $20/month 4.4 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-175666/HubSpot-CRM-vs-Wealthbox) [Nimble](https://www.capterra.com/p/123032/Nimble/)[4.38 (1,868)](https://www.capterra.com/p/123032/Nimble/reviews/) vs [Systeme.io](https://www.capterra.com/p/198994/Systeme/)[4.83 (2,127)](https://www.capterra.com/p/198994/Systeme/reviews/) $29.9/month Price $17/month 4.2 Features 4.7 4.3 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/123032-198994/Nimble-vs-Systeme) [Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[4.68 (145)](https://www.capterra.com/p/175666/Wealthbox/reviews/) vs [Copper](https://www.capterra.com/p/141642/Copper/)[4.37 (622)](https://www.capterra.com/p/141642/Copper/reviews/) $59/month Price $12/month 4.4 Features 4.1 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/141642-175666/Copper-vs-Wealthbox)