Wealthbox

CRM for financial advisors

About Wealthbox

Wealthbox is a CRM designed for financial advisors and wealth management firms with workflows and integrations. Day to day, teams use it to manage crm, advisors and wealth in one shared workspace, replacing scattered emails, spreadsheets and manual follow-ups with structured records, automation and clear accountability. Its focused scope makes onboarding straightforward, and most teams can adopt it without changing the rest of their existing software stack.

Wealthbox key facts

Category: Productivity & Notes
Pricing: Paid — this directory does not list a free tier for it.
Focus areas: crm, advisors, wealth, workflows
Official site: wealthbox.com

About the Productivity & Notes category

Notes, tasks, and project tools that keep you organized and focused. The Productivity & Notes category on Tools Hub currently lists 989 tools. Alongside Wealthbox, it includes Redtail, Nitrogen Wealth, RightCapital, Floify.

PaidProductivity & Notescrmadvisorswealthworkflows

More in Productivity & Notes

Comparing tools in the Productivity & Notes category? These related listings are worth a look: Redtail — CRM built for financial professionals; Nitrogen Wealth — Risk alignment for financial advisors; RightCapital — Financial planning software for advisors.