--- title: "Wealthbox Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Wealthbox Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/175666/Wealthbox/" page_type: "product" language: "en" --- # Wealthbox Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Wealthbox ## What is Wealthbox? Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. ## What is Wealthbox used for? [Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 146 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $59 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Wealthbox?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.wealthbox.com&name=Wealthbox) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Wealthbox 4.7 (146) VS. [4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/) Starting Price $59 Per User, Per Month Starting Price $65 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (146) Ease Of Use 3.9 (85) Value For Money 4.7 (137) Value For Money 3.8 (73) Customer Service 4.5 (134) Customer Service 4.0 (75) ## Wealthbox alternatives [4.5 (825)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,991)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/175666/Wealthbox/alternatives/) ## FAQs about Wealthbox Overview ### What problems does Wealthbox solve? Wealthbox solves scattered client information, missed follow-ups, and time-consuming CRM upkeep by centralizing notes, emails, tasks, calendars, and integrated financial tools in one intuitive workspace. Financial advisors, RIAs, administrative assistants, and small advisory teams use it to streamline onboarding, automate workflows, reduce duplicate data entry, and keep client service organized. Answer based on 113 reviews Overview ### Which roles and teams benefit most from Wealthbox? Wealthbox is most used by financial advisors, planners, and CFPs who manage client relationships, track opportunities, and stay on top of follow-ups. Firm owners, presidents, and partners use it for visibility into team activity and growth, while operations and client service teams streamline workflows, onboarding, scheduling, and day-to-day account coordination. Answer based on 146 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Wealthbox built for? Wealthbox is built for small financial firms, with 100% of reviewers from small businesses and 88% in Financial Services. It serves financial advisors, broker-dealers, and RIA firms of all sizes, with additional use in Investment Management at 8% and Insurance at 1%, primarily for financial CRM. Answer based on 146 reviews Features and Usability ### What are the key features of Wealthbox? Wealthbox includes core CRM features like contact management, client notes, task management, and calendar sync, with workflow management for follow-ups and onboarding. Differentiating capabilities include email templates, email integration, tags for segmented mailings, and third-party integrations through its API and tools like Zapier. Answer based on 55 reviews Pricing ### How much does it cost and what fees or limitations are included? Wealthbox starts at $59/user/month for Basic, or $35/user/month billed annually; Pro costs 75 monthly or 49 annually, and Premier 99 monthly or 65 annually. A 30-day free trial is available. Reviewers often call it affordable and cost effective, though multi-user pricing can get expensive. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Wealthbox integrate with? Wealthbox integrates with Zapier, Calendly, Google Calendar, Levitate, and SurveyMonkey, with reviewer-confirmed connections centered on scheduling, marketing, and automation. It also connects natively to DocuSign, Dropbox, Gmail, and Fidelity, and supports over 40 integrations overall through direct integrations and API-based workflows. Answer based on 60 reviews Getting Started and Support ### How easy is it to onboard and train a team on Wealthbox? Wealthbox is generally quick to onboard, with live online sessions, webinars, videos, and documentation available for training. Reviewers say nontechnical users, new CRM users, and administrative staff often start working quickly with limited training. Admins and teams setting up workflows, templates, or integrations may need more time to learn all features. Answer based on 21 reviews Getting Started and Support ### What customer support options does Wealthbox offer, and how do users rate the experience? Wealthbox offers email/help desk support, an FAQ/forum, and a knowledge base. Users generally describe support as fast, helpful, and knowledgeable, with some reporting email replies within minutes and smooth onboarding. A recurring frustration is needing back-and-forth emails for issues some users feel could be resolved more quickly. Answer based on 44 reviews User interface ### Is Wealthbox easy to use day to day? Wealthbox makes daily CRM work easy for many advisory teams through a clean layout, simple navigation, and quick note-taking. Users often like the modern feel, shortcuts, and mobile access, though some mention a less polished contact view, uneven tag management, and parts of the mobile or Outlook experience needing refinement. Answer based on 33 reviews ## Who uses Wealthbox? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 249 Financial CRM reviews Capterra reviewers point to these as the top features buyers look for in Financial CRM software: - **Contact Management** (**47%** of reviewers rated this feature as critical) - **Workflow Management** (**41%**) - **CRM** (**55%**) Wealthbox supports all three of the features reviewers rank as most important: **Contact Management**, **Workflow Management**, and **CRM**. Together, these capabilities help businesses keep client information organized, manage repeatable processes more efficiently, and maintain stronger customer relationships, allowing teams to stay responsive and consistent as they grow. CRM 4.0 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Contact Management 4.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Client Management 3.9 (10) 100.00% of 10 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 4.3 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Workflow Management 3.6 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Wealthbox 33 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (146) 4.4 Based on 146 reviews ## Pricing Value for money 4.7 (137) Free Trial [View pricing plan details](https://www.capterra.com/p/175666/Wealthbox/pricing/) Basic $59.00 Per User,Per Month It includes: - 1 CRM Workspaces - 1 Opportunity Pipelines - 2-Factor Authentication - 2 GB File Storage - Activity Stream - Administrative Controls - Bank-Level Security - Bcc Email Forwarding - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Video Tutorial Library - Workflows Pro $75.00 Per User,Per Month It includes: - 2-Factor Authentication - 3 CRM Workspaces - 5 GB File Storage - 5 Opportunity Pipelines - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Video Tutorial Library - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workspace Account Switcher Premier $99.00 Per User,Per Month It includes: - 10gb File Storage - 10 Opportunity Pipelines - 2-Factor Authentication - 5 CRM Workspaces - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Knowledge Base Q&A - Live Help - Mobile App Companion - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Video Tutorial Library - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workflow Template Publishing - Workspace Account Switcher Enterprise Contact Vendor for Pricing It includes: - 20 GB File Storage - 2-Factor Authentication - Activity Stream - Administrative Controls - API Access - Bank-Level Security - Bcc Email Forwarding - Broadcast Email - Calendar - Chrome Extension for Gmail - Compliant Note Archiving - Contact & Household Management - Contact Segmentation Tags - Coworker Notifications - CRM Migration Assistance - Customer Support Help Desk - Custom Fields - Customizable Groups - Daily Task Digest - Data Portability - Dedicated Account Manager - Email Link Tracking - Email Open Tracking - Email Templates and Themes - Enterprise Implementation Program - Enterprise SSO - Knowledge Base Q&A - Live Help - Mobile App Companion - On-Premise Exchange Sync - Opportunity Kanban Boards - Opportunity Management - Partner App Integrations - Permissions & Visibility - Priority Enterprise Support - Projects - Reports – Automated - Reports – Dynamic/Customized - Session Timeout - SFTP Account Reports & Backups - SOC 2 Compliant - Task Management - Two-Way Calendar Sync - Two-Way Email Sync - Unlimited CRM Workspaces - Unlimited Opportunity Pipelines - Video Tutorial Library - VPN Support for Exchange Sync - Wealthbox Mail - Workflow Milestones - Workflow Outcomes - Workflows - Workflow Template Publishing - Workspace Account Switcher Value for money 4.7 (137) 4.7 Based on 137 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/) 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. ## Support, customer service and training options Customer Service 4.5 (134) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (134) 4.5 Based on 134 reviews ## User reviews Overall rating 4.7 Based on 146 reviews Filter by rating 5(104) 4(37) 3(3) 2(0) 1(2) Mentioned topic Sorted by most recent Tony B. Operations Manager Financial Services ### "Lack of access to your Data for Searching" 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 1/10 May 18, 2026 System can be glitchy at times and require weekly data browser cache clearing to maintain functionality. Pros Easy to use and configure to your organizational needs. Provides the ability to customize some fields within the system. Cons Workflow management. It offers the ability to have workflows used in the system and gives the end user the ability to comment within each workflow step to acknowledge/comment on any issue that may of occurred during the step task. Here is the issue, Wealthbox does not offer Search capabilities within Workflows.... so we have a lot of lost data. Or we have to dead scroll the client's wall to find the data.... Alternatives considered [Retail Pro](https://www.capterra.com/p/164131/Retail-Pro-9/) Reasons for choosing Wealthbox At the time Retail was not very userfriendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WP Walter P. OWNER Financial Services ### "no customer service telephone number." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 15, 2025 1 (one) The sales people were exceptional Pros THE NAME Cons MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) U HAVE GREAT salespeople Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Samantha S. Director of Operations Financial Services ### "Not a complex CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 22, 2024 Overall, we have had a good experience. Pros It is easy to use. It allows client management and task tracking. I like the 'Tag' process. Cons Printing a selection is not as easy as it should be. There is a lot of less than and greater than information. This can get complicated. It would be easier to just have a selection of criteria available to pull into a text window and print from those criteria. It's a bit of a run around. Reasons for choosing Wealthbox I did not work here when the product was chosen but I have heard that price was a big factor. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JM Jason M. Assoc Financial Advisor Financial Services ### "Wealthbox: Great Entry Point for A CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 17, 2024 very good, started fresh easy to figure out next best steps Pros easy navigation, easy UX, access to client history Cons reporting could be improved, also would love the ability to customize client cards to meaningful info Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jihad H. Freelancer Computer Hardware ### "The benefit of wealthbox" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 23, 2023 I can communicate more with my advisor and solve many problems with less time Pros It helps me connect with clients and make my work done faster than usual Cons It just a little bit expensive and sometime hard to connect with client Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DF Donna F. Operations Manager Financial Services ### "Good for small teams, would like more customizations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 6, 2022 Pros It's easy to navigate. Easily accessible on the go when you need to quickly check something. Cons Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and). Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Wealthbox Simpler, less functions we wouldn't use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Joel H. Tax and Financial Planner Financial Services ### "Great CRM for any size of practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 November 9, 2022 It has been so easy to use and manage as my business grows. Pros It is very easy to set up and import data. The workflow and Opportunities are invaluable to growing and managing your business. Cons Not much to discuss as negatives. They are constantly updating so you can suggest features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Mack C. Financial Planner Financial Services ### "Wealthbox is Great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2022 Pros task and workflow management, price is reasonable Cons customizable reports aren't intuitive for me Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User President Financial Services ### "Wealthbox CRM is excellent" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 27, 2022 Very good product for the price and features you receive Pros User friendly interface with plenty of integrations Cons Dashboard for each client could be a lot better Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reasons for choosing Wealthbox Ease of use and integrations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CG Caroline G. Marketing Associate Financial Services ### "A Website I NEED For My Life to Function " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 May 6, 2022 I highly, highly recommend Wealthbox. It is a great platform with a wide selection of integral-to-my-life features that keep me coming back many times an hour, every day of the working week. It might be one of my most visited websites... not because it is arduous or monotonous, but because it is an staple in my professional (and sometimes personal) life. Pros I like how Wealthbox is a centralized location for so much of our firm and so much of my life alike. When I am working, this software is always lulling in the background somewhere. I reference it often throughout the day. I can task myself; I can task other people to complete something imperative and direct to their natures; I can book my schedule and work with others around theirs. I feel organized, appreciative to and thankful for Wealthbox which houses a plethora of information. Cons When searching for a client at the search bar, there is little to no information about them beside their name. In short, the contact management is not my favorite feature. Wealthbox could benefit from a more polished contact page as well. It looks... messy. There is not a cohesive, consistent feel. I am also not a fan of the Contacts > Tags or Contacts > Manage Tags section on Wealthbox. It feels underdeveloped and incorrect. Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/175666/Wealthbox/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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