Diana Cabrices for Wealthbox

Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.

What advisors say…

“Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption.”

Jack McCormack

Sanctuary Wealth

425 users on Wealthbox

“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

Avidian Wealth Solutions

70 users on Wealthbox

“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

MONECO Advisors

45 users on Wealthbox

“The support team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”

Susan Radziewicz

Trifound

40 users on Wealthbox

Connect seamlessly with the tools you love

Wealthbox integrates with over 150 leading custodial platforms and wealthtech applications.

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Modern CRM for Financial Advisors

Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required.

Wealthbox is the #1 rated CRM for financial advisors

Everything advisors need to connect with clients, prospects, and coworkers

Contact Management

Wealthbox Mail

Opportunities

Workflows

Activity Streams

Tasks

Calendar

Reports

What advisors say…

“Switching to Wealthbox solved the main problem we had with Salesforce, which was user adoption.”

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

“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.”

“The support team at Wealthbox was super helpful in our CRM data migration, with friendly and fast service.”

Connect seamlessly with the tools you love

Wealthbox is the #1 rated CRM for financial advisors

Switch with ease

Salesforce

Redtail

Other CRMs

Outlook & CSV

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