# Page 4 | Wealthbox Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

# Page 4 - Reviews of Wealthbox

## Showing most helpful reviews

Showing 76-100 of 145 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

EM

Eli M.  
Advisor  
Financial Services  
Used the software for: 2+ years

### "Review "

September 3, 2021

4.0

Daily use for contacts and clients communication.

Pros

Easy enough to learn and use. Quick customer support response.

Cons

Certain features are unavailable and although promises made to add, change or include requests in future, it rarely happens.

Review Source

CR

Carlos R.  
Advisor  
Financial Services  
Used the software for: 2+ years

### "Serve & Protect Financial Review of Wealthbox"

September 2, 2021

4.0

Wealthbox is a great CRM unfortunately as one's practice grows Wealthbox didn't. You would submit ideas and they would not implement them. They seemed more concerned about integrating with everyone else.

Pros

I liked the easy of use and how simple it was to upload information, the screen was very clean and loved the different colors.

Cons

I didn't like that you always had to go to another screen to find out information regarding client's account values, and accounts.

Review Source

JM

Joseph M.  
COO/CCO  
Financial Services  
Used the software for: 1-2 years

### "Great CRM, Very User Friendly"

September 8, 2021

5.0

Its been a great overall experience.

Pros

Easy to use. Very User friendly. Catered to Financial services.

Cons

Takes a bit of time too customize. Personal custom service needs can take a while.

Alternatives considered

[Microsoft OneNote](https://www.capterra.com/p/227211/Microsoft-OneNote/)

Review Source

LV

Lisa V.  
Director of Marketing  
Financial Services  
Used the software for: 2+ years

### "A CRM We Cannot Be Without"

September 2, 2021

5.0

Great experience from day one.

Pros

Most user friendly CRM we've ever used. I love that everything you need access to, relative to a contact, is all in one place. I have personally reached out to support on a number of occasions and they are always very responsive and knowledgeable.

Cons

Would love to see more integrations with companies in the Investment industry.

Review Source

CM

Colin M.  
Financial Planner  
Financial Services  
Used the software for: 2+ years

### "Wealthbox is great"

September 2, 2021

5.0

Pros

great support, easy to use, always improving, integrates well with other programs

Cons

nothing, it was easy to get up and running, short learning curve, great support

Review Source

RB

Rob B.  
Managing Partner  
Financial Services  
Used the software for: 2+ years

### "Great CRM"

September 5, 2021

5.0

Pros

I like that the developers have a good understanding of our industry and so there is a spot already built into the software for most things we need to keep track of with each client.

Cons

When there are glitches or bugs in the software it seems like it can take a long time to get them resolved. In the meantime we have to create all these work-arounds, which are typically not that convenient or easy.

Review Source

DL

Danielle L.  
Advisor Assistant  
Financial Services  
Used the software for: 1-2 years

### "Ease of Use"

September 8, 2021

5.0

Pros

Love how easy it is to use. It is formatted like all the social media we have gotten used to using, so it makes learning it's ins and outs very simple.

Cons

I miss being able to notate accounts by searching a tag and notating all accounts that have that tag. Also I have noticed that the email sync always needs to be redone.

Switched from

[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

The ease of use of Wealthbox.

Review Source

GG

George G.  
Financial Advisor  
Financial Services  
Used the software for: 1-2 years

### "My thoughts on Wealthbox"

September 8, 2021

4.0

Pros

flexibility, clarity of screens, features

Cons

Too many clicks to get to where I want to be. (Not enough shortcuts.) No pre-made workflows that I could either modify or learn from. (As opposed to the learning curve to set up my own.)

Reason for choosing Wealthbox

For 1-2 employees, Wealthbox was more cost effective. for 3 and up, I may consider switching to Redtail.

Review Source

Response from Starburst Labs

September 14, 2021

Hi George, Thanks for leaving a review! Our support team would be happy to provide you with examples of popular workflows and walk you through setting them up. Please feel free to reach out to support@wealthbox.com to get started.

TM

Tara M.  
Lead Client Service Manager  
Financial Services  
Used the software for: 2+ years

### "Great CRM Software"

September 2, 2021

5.0

Pros

I like the modernization of Wealthbox and ease of use. It's very user friendly!

Cons

I wish the workflows feature was more like tasks as they are harder to keep track of

Review Source

MM

Michael M.  
Owner  
Financial Services  
Used the software for: 1-2 years

### "Great Buy"

September 8, 2021

5.0

Client Relationships and documentation is great.

Pros

The easy of integration, implementation, and overall usage has been great. The flexibility with Wealthbox with the app is amazing.

Cons

Sometimes the lack of training and understanding on my end seems to limit the usability. The cost can be expensive with multiple users.

Alternatives considered

[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

Reason for choosing Wealthbox

Price

Review Source

BB

Beau B.  
Founder  
Financial Services  
Used the software for: 2+ years

### "Wealthbox"

September 2, 2021

4.0

Outstanding overall.

Pros

Ease of use and ready to use "right out of the box."

Cons

What I like least about this software is that some fields have limited customization.

Review Source

GG

Geoff G.  
Relationship Manager  
Financial Services  
Used the software for: 6-12 months

### "Wealthbox Review"

September 8, 2021

5.0

Overall, Wealthbox is a great tool that we use everyday. I would recommend it to any of my peers

Pros

I really like the ease of taking notes in the software. It also allows us to have most of the suitability information required by our firm.

Cons

Its difficult to bulk upload information. When using the file upload feature, we can only upload one file at a time from our computer.

Alternatives considered

[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

Reason for choosing Wealthbox

We actually chose Wealthbox because the trial period allowed full access to all of it's features.

Review Source

JR

Jamie R.  
Chief Investment Officer  
Investment Management  
Used the software for: 2+ years

### "Great product. Great support. Great Value!"

September 2, 2021

5.0

Pros

Ease of use. Integration with other pieces of my tech stack.

Cons

Integration with Apple products. Microsoft is nice. Google is better. Apple is best.

Alternatives considered

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

Review Source

LD

Lorri D.  
Owner  
Financial Services  
Used the software for: 1-2 years

### "Not a bad product for the price"

May 7, 2019

3.0

It has been an okay product. Helps me meet compliance requirements, but I am ready to upgrade and find something that meets the needs of my business a little better.

Pros

It's very affordable, which meets the needs of my small business.

Cons

I do not find the product intuitive to use, and record keeping and searching is a little difficult. I am actually looking at new products to fulfill the role that Wealthbox currently serves for my business.

Alternatives considered

[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

Reason for choosing Wealthbox

Price.

Review Source

RT

Rainier T.  
President  
Financial Services  
Used the software for: 1-2 years

### "Helped put my advisory life in order"

September 5, 2021

5.0

Overall very positive and pleased with how it has improved my business.

Pros

Being able to keep track of conversations and notes, creating workflows so I don't miss a step in bringing clients on board, and the email templates that help save time so I don't have to write them over and over again.

Cons

When I send an email from Wealthbox, it doesn't show the sent history from Gmail. So it makes me want to send emails from Gmail rather than from Wealthbox.

Reason for choosing Wealthbox

The interface was more intuitive and integrated.

Review Source

PF

Philip F.  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Good foundation"

September 6, 2021

4.0

Overall, it has been a really good experience and I expect the issues I have will only get better.

Pros

The most important is ease of use which WB has done a decent job. I can quickly go in and find the client items I need, update information, or add an entirely new client.

Cons

I dont like the e mail feature and use it every week. There are too few features such as fonts and other things to make the emails visually appealing. I also dont like the limited timing allowed on work flows. If I complete a workflow sometimes waiting until the next day for the next WF step is too late.

Review Source

JH

Jon H.  
Financial Advisor  
Investment Management  
Used the software for: 1-2 years

### "Great CRM for investment advisors"

September 3, 2021

5.0

Overall, very great CRM for advisors.

Pros

The ease of use is the best part. It's very intuitive and easy to navigate.

Cons

The outlook integration hasn't been the smoothes addition. I know it is in beta but hasn't been the most user-friendly.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Recommendation from a colleague.

Review Source

DP

David P.  
founder  
Financial Services  
Used the software for: 1-2 years

### "Great product all arodun"

September 8, 2021

5.0

I use it every day to keep track of clients

Pros

I like that it has a clean interface, has a great reminder system, has a good build out system for tasks as well

Cons

there really is not anything I can point out that is bad on wealthbox

Switched from

[Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)

this is just a better product overall

Review Source

CG

Cristina G.  
President  
Financial Services  
Used the software for: 2+ years

### "Wealthbox"

September 3, 2021

4.0

Generally very positive, could still use some tweaks and improvements

Pros

Easy to use, built for a modern advisory practice

Cons

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)

Review Source

MA

Mark A.  
Financial Advisor  
Financial Services  
Used the software for: 1-2 years

### "Wealthbox Review"

September 8, 2021

3.0

It has been ok but I must say that Wealthbox needs to improve to be on the same level as Redtail

Pros

Has a lot of great features that brings most of the client's information to quick and easy access.

Cons

Lack of easy access to customer service. Not having a direct phone line for service is definitely a HUGE disappointment. Some of the functionality needs to be updated as well.

Reason for choosing Wealthbox

Recommendation

Review Source

NC

Nonny C.  
VP Relationship Management, Cardinal Capital Management  
Financial Services  
Used the software for: 1-2 years

### "Intuitive and Integral"

September 8, 2021

5.0

Client relationship management has become systematic and reliable so that we don't have items falling through the cracks. This has led to a better client experience and more opportunities for capacity for our Advisors

Pros

The workflow, CRM features and intuitive set up has been easy to use and learn for our Team and has helped us bring more structure and order to our practice.

Cons

Integration with our firm's internal systems would be a bonus and hopefully will progress as time goes on

Review Source

SV

Sandeep V.  
Advisor  
Financial Services  
Used the software for: 2+ years

### "Advisor Review"

September 7, 2021

5.0

It is great for the whole office to use. From the receptionist to me.

Pros

Wealthbox is simple to use and made for an advisor

Cons

Need some additional functionability for Hybrid advisors

Reason for choosing Wealthbox

Redtail customer service were to busy to help with the migration of data from salesforce.

Review Source

EN

Elsie N.  
Client Service Associate  
Financial Services  
Used the software for: 1-2 years

### "Technology"

September 8, 2021

5.0

We had another CRM that was not using the most recent technology, Welathbox is just so great and the site is clean and easy to navigate.

Pros

The integration aspect, makes my work so much easier, also Wealthbox helped so much with the transfer of data from our previous CRM to them, it was very seamless

Cons

I don't have any thing that least like I have enjoyed everything.

Reason for choosing Wealthbox

Price, latest technology and the ease of navigating the website.

Review Source

TM

Teresa M.  
Office Manager  
Insurance  
Used the software for: 1-2 years

### "Awesome Client Database"

September 7, 2021

5.0

We now have a place for notes and can create future tasks so our clients don't fall through the cracks.

Pros

I love the tabs and that you can customize the data page.

Cons

We work with American Funds for investments and it would be nice if we could pull in account information instead of manual entry.

Reason for choosing Wealthbox

It had what we needed to keep records on our clients.

Review Source

AN

Anthony N.  
Advisor  
Financial Services  
Used the software for: 1-2 years

### "Super easy to use."

September 3, 2021

4.0

Overall I believe it is the easiest of all CRM's.

Pros

The ease to get around the system is amazing.

Cons

Mass emails can be a challenge due to daily email limitations.

Switched from

[SmartOffice](https://www.capterra.com/p/133901/SmartOffice/)

Merged my office with someone that already had Wealthbox.

Review Source

Similar Products

Featured