Wealthbox | The AI-Powered CRM Workspace for Financial Advisors

The Platform

What’s inside Wealthbox.

AI, workflows, pipeline, reporting, email, and contact management, built natively into one system. No stitching together separate tools.

Client Intelligence

A complete
view of every client.

Every client, household, and relationship organized with complete history, notes, and activity, plus AI that turns it into action.

Workflows & Automations

Nothing falls
through the cracks.

Client service processes run automatically across your team. The right person gets the right task at the right time, even as you scale.

Opportunities & Pipeline

See where every
relationship stands.

Track prospects and AUM opportunities across your firm. No more guessing who needs a call or wondering which deal is stalled.

Email & Calendar Sync

Every conversation, in context.

Client emails and meetings live alongside the client record, not in a separate inbox.

Mobile Apps

Your full practice, anywhere.

Pull up a client, log a note, or check open tasks from your phone when you’re on the go.

Dashboards & Reports

Your whole book, at a glance.

Pipeline, activity, and performance, visible instantly. Ask Wealthbox AI for the report you need.

AI built to run
your practice.

Wealthbox AI knows your clients and helps you take action. It monitors activity, drafts follow-ups, and keeps your CRM up to date while you stay in control.

Learn more

AI Assistant

Tell me about my client Delilah Jones

Delilah is a Premier client ($2.4M AUM). Portfolio review overdue since January. She mentioned estate planning on your last call. Her daughter starts college in fall and a 529 plan conversation is pending. Two open tasks from your team.

3 Agents working in the background

3 at-risk clients surfaced this week
Follow-ups created from yesterday's calls
Compliance workflows running…

One platform, every role.

Wealthbox surfaces what matters most to each person on your team, whether you’re a solo advisor or running a firm with hundreds.

Financial Advisors

Spend your time advising, not administrating.

Wealthbox keeps your clients, tasks, and conversations in one place so you can focus on the work that actually grows your book. AI-captured meeting notes, automated workflows, and a CRM that feels as intuitive as the apps you use every day.

See how advisors use Wealthbox

Founders & Firm Leaders

Visibility into your firm without chasing down updates.

See pipeline, team activity, and client health at a glance. Wealthbox gives firm leaders the reporting and dashboards they need to make decisions with confidence, whether you have 10 advisors or thousands.

See how firm leaders use Wealthbox

Compliance

Build a culture of compliance without slowing your team down.

Automated workflows enforce your processes consistently. Every email, note, and meeting is captured and searchable, giving you the audit trail you need and the peace of mind your firm deserves. Even better, integrations with leading compliance tools keep regulatory tasks inside your CRM.

See how compliance teams use Wealthbox

Operations & Client Service

The operational backbone your firm can actually rely on.

From onboarding workflows to service requests, Wealthbox helps ops teams standardize processes and eliminate dropped balls. Assign tasks, track progress, and keep every team member aligned on what needs to happen next.

See how ops teams use Wealthbox

Marketing

Turn your CRM data into smarter campaigns.

Segment clients by tags, AUM, life events, or any custom field. Wealthbox integrates with the email and marketing tools you already use, so your outreach is always timely, targeted, and personal.

See how marketing teams use Wealthbox

Technology

A modern CRM that plays nicely with your stack.

Open API, SSO, role-based permissions, and deep integrations across your tech stack. Wealthbox replaces your CRM without disrupting the systems around it.

See how technology teams use Wealthbox

Don’t just take our word for it.

Wealthbox has the highest user adoption rating of any financial advisor CRM. Here’s why advisors stay and firms scale with us.

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”

Rachel Daniels Chief Operating Officer

“There really isn’t a tool that is better built for the advisor. It’s easy for a new advisor to join the team, plug in to system and be up-and-running as quick as possible.”

Scott Marek, CFP® Co-Founder, Senior Wealth Advisor

“Our firm switched to Wealthbox and have seen our 45 advisors adopt CRM like never before. It’s simple yet powerful and helps us operate with efficiency.”

Charlie Rocco Managing Partner & CEO

See more customer stories

SOC 2 Type II Certified

Independently audited security controls. Your compliance requirements are met, not approximated.

256-bit Encryption

All data encrypted in transit and at rest. Bank-grade security on every interaction, every day.

Full Audit Trails

Complete activity logs and role-based access controls. Audit-ready without extra work from your team.

CRM built for the way advisors actually work.

What’s inside Wealthbox.

A complete
view of every client.

Nothing falls
through the cracks.