# Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Wealthbox the right Financial CRM solution for you? Explore 145 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/175666/Wealthbox/reviews --- Wealthbox 4.7 (145) [View alternatives](https://www.capterra.com/p/175666/Wealthbox/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Wealthbox Ease of use 4.8 Customer Service 4.5 ## Pros and Cons in Reviews JH Jihad H Freelancer Computer Hardware, Self-employedUsed the software for: More than 2 years. “It helps me connect with clients and make my work done faster than usual“ May 23, 2023 CG Caroline G Marketing AssociateFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Contacts > Click a Tag > Filtering by is also an area I do not feel benefits the strengths of Wealthbox's capabilities. “ May 6, 2022 BB Beverly B Administrative AssistantFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The feature to save our emails to Wealthbox enhances our ability to keep complete records on our clients in the CRM. “ September 7, 2021 CG Cristina G PresidentFinancial Services, Self-employedUsed the software for: More than 2 years. “Hard to get workflows to do what you need, wish dashboard could be reorganized/customized, autosave of notes OR warning if you log off before saving (currently it only saves for 24 hours)“ September 3, 2021 SS Samantha S Director of OperationsFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “I like the 'Tag' process.“ February 22, 2024 TA Tammy A Office MgrFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “Lack of updates and ability to customize as much as we need. When multiple tabs of Wealthbox are open sometimes the information we add to a profile doesn't update.“ September 3, 2021 BB Beverly B Administrative AssistantFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “We are currently working on integrating our TDA and SEI clients to Wealthbox and excited to get that information shared saving us steps from having to log into their websites for current information.“ September 7, 2021 AH Alex H OwnerFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “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 need to sign back on. Although quick, the code that is texted to me seems unnecessary to confirm my identity. “ September 8, 2021 ## Showing most helpful reviews Showing 1-25 of 145 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Joel V. Owner Financial Services Used the software for: 2+ years ### "Satisfied and good value" September 3, 2021 5.0 Awesome, highly recommend Pros The workflows, being able to design a process and implement other team members is wonderful. Cons Contacting customer service has been painful in the past. I like having a dedicated phone # to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem. Switched from [Maximizer CRM](https://www.capterra.com/p/154610/Maximizer-CRM/) WB had an easy to use and read interface. Great with teams Review Source MM Matthewe M. Financial Advisor Financial Services Used the software for: 2+ years ### "Beauty in Simplicity" September 2, 2021 4.0 I have gone to three other CRMs in the last 5 years (not by choice( and I always come back. Pros It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication. Cons The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Reason for choosing Wealthbox Beauty in Simplicity. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail is too expensive and too clunky to use. I don't understand why people use it so much, I guess they may have just shown up first. Salesforce was expensive and archaic. It's customizable but advisors don't need extensive customization to track notes and client details. I do think that the new Salesforce for financial services may be competitive now. Review Source WP Walter P. OWNER Financial Services Used the software for: Less than 6 months ### "no customer service telephone number." July 15, 2025 1.0 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 DF Donna F. Operations Manager Financial Services Used the software for: 1-2 years ### "Good for small teams, would like more customizations" December 6, 2022 5.0 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/) Reason for choosing Wealthbox Simpler, less functions we wouldn't use. Review Source JE Jamie E. Founder, CEO and Financial Advisor Financial Services Used the software for: 2+ years ### "Great solution for all advisors" September 8, 2021 4.0 Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients. Pros Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process. Cons While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox Cost, ease of implementation and user interface. Switched from [Contactually](https://www.capterra.com/p/158259/Contactually/) Contactually was specific to the real estate industry and was ultimately acquired by a real estate firm. Thus, it's functionality moved away form my needs. Review Source PC Patrick C. Certified Financial Planner Financial Services Used the software for: 2+ years ### "Wealthbox CRM - My favorite" September 8, 2021 5.0 I actually look forward to opening this program because it helped me organize my business and it so easy to use. My old CRM was not this easy. Pros This was the easiest and fastest setup of any CRM I used in the past. It matched my needs as I wanted something that I could tailor to meet my needs in a database. It is very easy to make changes to the CRM to add fields. I didn't need to pay a consultant to change the face, fields or integrate with other vendors. Note taking is very simple and I really liked the layout. Cons It sounds too good to be true but i did not have any cons with this software. At least not yet. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox I liked the simplicity which in many ways matched Wealthbox but I couldn't change Redtail to meet my needs when entering data and connecting families or Relatives. Redtail is on a Template that cannot be tailored or morphed easily to meet my needs. I had to create many Custom Fields and that doesn't always work well if you have too many. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I needed to pay thousands of dollars to make the necessary changes within the program to meet my needs. Review Source VR Verified Reviewer IAR Financial Services Used the software for: 2+ years ### "This software is a Wealth of ease & knowledge!" September 17, 2021 5.0 I would say of you're a financial advisor you should definitely give this software a consideration. I personally am frustrated with how expensive everything is related to our industry, it's ridiculous. WB is not the cheapest but it's also not the most expensive. So it's a lot more expensive than some non-FA types of CRMs but the specific features and the sanity-saving features are worth it \[for example -- doing my annual ADV email and having WB do a broadcast email and also update that each client received the ADV on that day is just about worth the annual cost\]. Pros WB is super easy to hit the ground running. From day one it makes sense and is intuitive. Tagging clients for group emails is super-easy. Cons The 'opportunity' pipelines are hard to remember how to update. Seems like I spend a lot of time trying to remember how to update or delete them, probably the clunkiest part of WB. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) SmartOffice was so clunky and ridiculously priced for what you got. Switching to WB was a no-brainer. Review Source CH Chris H. Managing Partner Financial Services Used the software for: 1-2 years ### "Switching to Wealthbox" September 13, 2021 5.0 Positive: issue with Salesforce iteration we used was that it took more time to do day to day things in the system. It wasn't "fun" or "easy" to use. Wealthbox solves that. What's the best CRM? One you use. I feel like they have designed it in a way that's approachable and time efficient for a business that is always stretched on time and/or technical aptitude Pros Ease of use, activity feed for keeping an eye on the team, ability to note, task, etc. all from the front page, integrations with other systems Cons Relative inflexibility, some integrations aren't as deep as they could be. That said, they take user feedback to heart and incorporate it over time. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Reason for choosing Wealthbox RedTail had some integration advantages, but it comes back to "would I/we enjoy using this / would I/we use this as much as I/we know I/we should?" and I kept circling back to a "no" answer. Made the choice pretty simple. The product isn't as approachable or "pretty." Review Source AC Anthony C. Director of Operations Financial Services Used the software for: 2+ years ### "Exactly what you need in a CRM" September 13, 2021 5.0 Since changing over from another CRM we will never go back. WealtBox does everything we need and the team over at WealthBox is more than accommodating when it comes to listening and assisting any feedback we have. Pros We love the flexibility the software gives us to create reports on most/all data points and ease of use. We are able to get new users up and running in no time. The information is displayed in an easy-to-read format. The mobile app was a lifesaver during the pandemic while employees were working from home as well as for our employees that are traveling and on the road. Cons Like any software, transition periods can be rocky but it is well worth the transition going to WeatlhBox. Our only pain point currently is moving contacts to different Workspaces within our organization as it is something we can not do and must contact Customer Support to complete. Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/) Reason for choosing Wealthbox We chose WealthBox over others based on the value of price and ease of use. We believed that the value WealthBox brought to the table for the price was a no-brainer. Review Source Paul H. Financial Planner Financial Services Used the software for: 2+ years ### "If you can use a social media account, you can use WealthBox" September 3, 2021 5.0 It's been an excellent CRM solution for workflows, logging notes, setting follow-ups, and housing client data. Pros The ability to add custom categories and follow-up e-mails that are sent daily. It's a helpful reminder to log in to the software or simply review the items that are tagged in the e-mail. Cons I have to click on my notes to read the entire post. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) RedTail was terrible. It was not user friendly and seemed to have a lot of glitches, especially when integrating with other platforms. Review Source TM Tara M. Operations Manager Financial Services Used the software for: 6-12 months ### "Reviewed by Tara" September 2, 2021 5.0 So far so good! It's easy to use and has several great features that we really love. I'd like to see some options in pricing. For example, we had an intern for 3 months but it was going to cost us the price of a user and we would be billed after the intern was gone. The main thing I miss from using RedTail is the option to have and add additional users at no cost. Pros I like the functionality and not having to make multiple clicks to get to a different page. I like that the software has real integrations and not just single signon. Cons It's a little pricey compared to other CRMs with the same types of features. You charger per user. Why not have options for up to 5 employees, etc. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) We had heard about Wealthbox at a conference and we really liked the single click features and the integrations. Review Source CH Charlie H. Partner Financial Services Used the software for: 6-12 months ### "Review of Wealthbox" September 3, 2021 5.0 I have loved using Wealthbox, and it makes out day-to-day much easier Pros Easy to navigate to different pages. It's very intuitive in terms of finding something. I didn't feel like there was a learning curve at all. Cons It took awhile to get Note Templates. And the Workflows are fairly elementary. I think that's by design, but they could have more options and such. Reason for choosing Wealthbox None Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail was way too complicated to use. I felt like everytime I logged in, I have to rack my brain for how to navigate somewhere. The reporting was more powerful but it wasn't stuff that I would be using often at all, so not worth the additional complexity. Review Source CG Caroline G. Marketing Associate Financial Services Used the software for: 1-2 years ### "A Website I NEED For My Life to Function " May 6, 2022 5.0 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 AS Art S. President Financial Services Used the software for: 2+ years ### "2021 Wealthbox review" September 3, 2021 4.0 We have become better at knowing what is in our pipeline and track needed tasks and opportunities of our clients. I kept it in my head for 18 years. This works much better? Pros Ease of use to the introductory user. Kind of fashioned like Facebook for notes and documentation. The ability to edit notes is very helpful. 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. We utilize the opportunity stage function her for tacking new or potential business in the pipeline. Cons I wish there was a client service call center, I have colleagues who have monthly calls with Redtail to stay up on the latest from them and expand their knowledge and use of the software. My Broker/Dealer offers an annual Redtail University at the home office, something like that from Wealthbox would be awesome, I would probably even pay for team members to attend. I would also incorporate suggested or sample workflows for initial users to get an idea of how to incorporate into their practice. Reason for choosing Wealthbox Recommendation from the tech team. Did the trial and liked the product as it seemed very easy to transition and use quickly at the time and in training future employees. All employees have picked it up real quickly. Review Source JC James C. Financial Planner Financial Services Used the software for: 2+ years ### "Great for Solo Advisors and Small RIAs" September 2, 2021 5.0 Pros The best part about wealthbox is that it's easy to input and update information into the CRM. No one likes using a CRM that takes more than two clicks to update something. Between the Zapier integration (Open API really) and the newsfeed/ input UX, the data entry is much less cumbersome than other CRMs. Cons Like most critiques, I'd love a deeper integration with our planning and investment vendors (Right Capital 2 way sync, a deeper Betterment integration that integrates into your reporting, etc.) Alternatives considered [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Convenience, Price Review Source JH Jihad H. Freelancer Computer Hardware Used the software for: 2+ years ### "The benefit of wealthbox" May 23, 2023 5.0 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 KF Ken F. Owner Financial Services Used the software for: 1-2 years ### "Even I can do it! " September 5, 2021 4.0 Every client and prospect gets a task. I simply will not allow for prospects to fall into a crack. 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 willing to do it ... and wealth box makes it happen for us. Pros It feels like most of the software I deal with on a daily basis. I've used Junxure, Redtail, Salesforce and now Wealthbox. I wish I had found this earlier. It really is intuitive and friendly and the staff and helpline are all about finding out what you need and making it happen! Very nice addition to the CRM space! Thanks, WealthBox. Cons I would have to work so hard to find something that I do not like. I don't think I want to work that hard. I suppose it's not perfect, but it's so much better than what I was using, it seems almost perfect!! :) Review Source RI Rick I. Financial advisor Financial Services Used the software for: 6-12 months ### "Best CRM available for financial advisory practices!" September 2, 2021 5.0 It is one of the primary reasons that we have been able to expand our client base significantly (20% increase in clients in the last 12 months). The API integrations that we can use to generate entire workflows ensures that everyone is productive and that nothing falls through the cracks. Pros So easy to set up and intuitive to use. Everyone on my team loves it and we are so happy we made the switch. (Should have done it ages ago!) The integrations are awesome also. Bonus: I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox. I cant say enough good things. Cons The email client is a little clunky at times Reason for choosing Wealthbox It is significantly better in terms of ease of set up, ease of use, plus the integrations (direct or through Zapier) are fantastic. Efficiency is through the roof! We are so happy we made the switch. Thanks Wealthbox! Review Source BS Brooke S. Executive Assistant Financial Services Used the software for: 2+ years ### "Wealthbox Review " September 2, 2021 4.0 Pros It is fairly easy to use & the dashboard is convenient. Cons There are limited integrations & features, and we've had to brainstorm several workarounds to accomplish what's needed for reporting & day to day use for our firm. The activity stream for client records gets very jumbled as tasks are logged in the stream when created & completed so repetitive information tends to clog up the stream. Quarterly business tracking based on goals is unable to be accomplished with opportunities. Limited functionality with opportunities. Review Source BC Brendan C. Advisor Investment Management Used the software for: 2+ years ### "Great fit for our process" September 3, 2021 5.0 Wealthbox has really helped us pull together a wide variety of information about our clients in one central hub that we can connect with our document storage, investment, and planning software. Pros Wealthbox is very intuitive so the learning curve was quick. In addition they continually add integrations and new developments that help stay current with new processes and outside programs that we want to use. Cons In the future we would love to see a deeper integration with our financial planning software, eMoney, so that tasks in Wealthbox assigned to an eMoney user can be carried over to tasks there. This would save us the duplication and make reporting of our planning progress out of eMoney much more robust. Review Source HB Hannah B. Financial Planner Financial Services Used the software for: 6-12 months ### "A great CRM to Financial Planners" September 3, 2021 5.0 Pros Our small but mighty 3 person fee-only RIA transitioned to Wealthbox in November 2020 after an abrupt closure of our prior CRM we had been on since 2015. The data migration and onboarding team was fabulous and everything came over. We have enjoyed using the smart logic outcomes on the workflows and building smart processes for our client service activities and also internal strategic use. We enjoy the integrations and appreciate it speaks with Zapier for further automation. Highly recommend! Cons We would like more integrations with Zapier. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Review Source RZ Rockie Z. Owner Financial Services Used the software for: 2+ years ### "Super Happy With Wealthbox" September 2, 2021 5.0 Pros The app is super easy to use. Compared to other CRM app's I've used in the past, the wealthbox app is far superior. Also, I like how there are so many different ways to accomplish the same task within WB. Cons None that I can really think of. I've been very happy with WB Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Because the Redtail app was really bad Review Source KV Kelsey V. Client Servicing Financial Services Used the software for: 1-2 years ### "Love Wealthbox! " September 3, 2021 5.0 I love Wealthbox! I work with multiple advisors and use multiple CRMs and Wealthbox has always been my favorite! It is so easy to use. Setting up workflows is so simple anyone can do it. Utilizing that tasks and workflows keeps everything so seamless. 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 place and things not get missed. Pros I love how it is so easy to use and learn. The workflows and tasks are my favorite because you can easily communicate with other team members on workflows and tasks which keeps everything in one place. Cons Some other CRMs have better integrations so I think Wealthbox can improve there. Review Source GH Greg H. Financial Specialist Financial Services Used the software for: 1-2 years ### "Happy with Wealthbox" September 2, 2021 5.0 I am very pleased with Wealthbox. I have recommended this software to several of my colleagues and others outside my company. Pros This software is very user friendly, easy to download contact database, and very conducive to what I need in a client database. Cons I wish it had more call data features. I would like to know exactly how often I call a client, if they answered, if I left a message, and what we discussed. Switched from [Peeklogic Salesforce – Jira Connector](https://www.capterra.com/p/214659/Salesforce-and-Jira-Connector/) Much more user friendly Review Source TK Tim K. Managing Principal Financial Services Used the software for: 2+ years ### "Excellent CRM" September 5, 2021 5.0 Very good. Needs to upgrade to mark phone calls and mobile app. Pros Clean, concise, fewer clicks to navigate. Cons Not able to group downloads to one particular entry. Need upgrade to log phone calls. Mobile app is not as user friendly as it should be by now. Review Source Similar Products Featured ## Related categories [Financial CRM](https://www.capterra.com/financial-crm-software/)