# Wealthbox Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Wealthbox Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more. Source: https://www.capterra.com/p/175666/Wealthbox --- # Wealthbox Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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 Includes Free Version 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 [4.3 (6,977)](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 [4.5 (822)](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 Highest Rated [4.5 (4,464)](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 data, missed follow-ups, and time-consuming CRM workflows by centralizing notes, emails, tasks, calendars, and integrated advisor tools in one intuitive hub. Financial advisors, RIAs, administrative assistants, and small client service teams use it to speed onboarding, reduce duplicate data entry, improve compliance documentation, and keep client work from falling through the cracks. Answer based on 112 reviews Overview ### Which roles and teams benefit most from Wealthbox? Wealthbox is most used by financial advisors, planners, and CFP professionals who manage client relationships, track opportunities, and stay on top of follow-ups. Firm owners, presidents, and partners use it for pipeline visibility and team oversight, while operations and client service staff support onboarding, scheduling, and day-to-day workflow coordination. Answer based on 146 reviews Overview ### What company size and industries is Wealthbox built for? Wealthbox is built for small businesses in financial services, with 100% of reviewers from small companies and 88% in Financial Services. It also serves investment management at 8% and insurance at 1%. The product is aimed at financial advisors, broker-dealers, and RIA firms using it as a financial CRM. Answer based on 146 reviews Features and Usability ### What are the key features of Wealthbox? Wealthbox includes core CRM features such as contact management, client notes, task management, calendar sync, and email tracking. Its differentiators are workflow management with templates, API and third-party integrations like Zapier, and a clean mobile-friendly interface that helps financial advisors manage onboarding, follow-ups, and client records. 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 for larger teams. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Wealthbox integrate with? Wealthbox integrates with over 40 third-party tools, with reviewer-confirmed connections to Zapier, Calendly, Google Calendar, Levitate, and SurveyMonkey. Official integrations also include DocuSign, Dropbox Business, and Gmail. These cover scheduling, email, document management, surveys, and broader workflow automation through connected apps. 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 an intuitive layout that new CRM users, administrative assistants, and nontechnical staff often learn with limited training. Training is available through live online sessions, webinars, videos, and documentation. Most teams get up and running fast, while admins configuring workflows and templates may need more time. 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, proficient, and effective, with some reporting very quick email replies and issue resolution. Friction appears when problems require back-and-forth messages or searching help resources instead of getting a faster direct answer. Answer based on 44 reviews User interface ### Is Wealthbox easy to use day to day? Wealthbox makes daily CRM work feel simple and approachable for many advisory teams and small businesses. The clean layout, intuitive navigation, and quick note-taking help reduce admin time, though some users find parts of contact management, tagging, and the mobile or Outlook experience less polished than expected. 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 Company size Based on 142 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 142 reviews Administrative 40% Administrative 40% Finance & Accounting 20% Sales & Business Development 20% Customer Services & Support 20% Top industries Based on 142 reviews Financial Services 86% Investment Management 10% Insurance 2% Computer Hardware 1% Other 1% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 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 Customizable Reports 3.2 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Alter the layout and content of reports Wealthbox 33 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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 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 Business](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. AU 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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