Today, Team Wealthbox announced our No. 1 ranking for Financial Services CRM Software in nine G2 2023 Summer Report segments. In addition to being placed as a “Leader” overall and beating out competitors such as Salesforce and Redtail CRM, Wealthbox has also won No. 1 placements by advisor reviewers on G2 for being “Easiest to Use” and having “Best Results” with “Highest User Adoption.” Wealthbox also won top accolades for being “Most Implementable” and the top CRM that advisors were “Most Likely to Recommend.”

In addition to the top ranking on G2, Wealthbox ranks as a top performer in Financial CRM software on review sites such as Capterra, Software Advice, GetApp, and Apple’s App Store (for Wealthbox’s #1-rated mobile app, which gets a 4.8-star rating). Ratings for Wealthbox and a comparison of competing CRM vendors are summarized on our new “Wealthbox is #1” page.

Erin Bickford, VP of Marketing at Wealthbox

“Advisors have spoken, and we’re proud of Wealthbox’s continued top ratings in G2’s latest quarterly Report,” said Erin Bickford, VP of Marketing at Wealthbox. “Modern CRM technology with elegant design combined with easy onboarding and amazing support from Team Wealthbox are resonating with financial advisors.”

John Rourke, CEO & Cofounder of Wealthbox

“These No. 1 awards for CRM software in wealth-tech are the result of the constant product innovation that Wealthbox continues to bring to the market to help financial advisors grow and manage their businesses,” said John Rourke, CEO of Wealthbox. “Stay tuned for more beautifully designed features and integrations from Wealthbox, particularly in the mid-market and enterprise segments where our growth – and user delight – are skyrocketing.”