AudyenseWealthbox
Sales & CRM · wealthbox.com/
Overview
Wealthbox is a modern CRM designed specifically for financial advisors. It helps advisors manage client relationships with an easy-to-use, beautiful platform that requires no training. Wealthbox stands out as the #1 rated CRM in wealthtech on G2, known for its simplicity and collaborative features. Advisors use it to organize contacts, emails, tasks, calendars, and financial info all in one place. The tool shines in managing pipelines, tracking activities, and customizing workflows to boost business efficiency. Users can see results quickly, often right after onboarding, thanks to its intuitive drag-and-drop interfaces. Wealthbox supports seamless integration with over 150 custodial and wealthtech systems, syncing emails and calendars to streamline daily tasks. As part of your go-to-market stack, Wealthbox acts as a core CRM with strong email sync and task management. However, it is not designed for non-financial industries or deep enterprise customization like Salesforce. Wealthbox’s strength is simplicity and speed for financial advisors, not complex, multi-department workflows outside wealth management.
The problem Wealthbox solves
Sales and revenue teams often struggle to turn scattered data, manual handoffs, and disconnected execution into a repeatable go-to-market workflow. Wealthbox is relevant because its researched profile documents wealthbox is a modern crm designed specifically for financial advisors. The practical evaluation question is whether its stated capabilities, pricing, and integrations match the team's current motion and operating constraints.
Best for
- recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps advisors connect with clients, manage contacts, and gr
- Startups, SMBs, Mid-market, Enterprise teams with a defined revenue workflow
- crms
- deal management software
Not a fit if
- Teams looking for a single-purpose tool outside its documented go-to-market focus
- Teams that need unlimited usage without plan or credit limits
- Organizations that cannot validate vendor claims, data coverage, or implementation effort during evaluation
Why it’s listed
- Adds a distinct sales or revenue workflow to the directory
- Profile contains a researched description, ICP, capabilities, and pricing snapshot
- Names concrete workflow connections including Salesforce, HubSpot, Pipedrive
Pricing
Free
$9 per monthfree trial
- Contact management
- Email two-way sync
- Pipeline drag-and-drop interface
- Custom workflow templates
- Live activity streams
- Calendar sync and views
- Workflow automation
- Crms
Basic
Custom pricingBasic includes 3 contact roles, 3 teams, 1 pipeline, 2 GB storage, and 1 workspace, while Premier offers unlimited contact roles and teams, 5 pipelines, 10 GB storage, and 5 worksp
- Contact management
- Email two-way sync
- Pipeline drag-and-drop interface
- Custom workflow templates
- Live activity streams
- Calendar sync and views
- Workflow automation
- Crms
Starter
$75 per user/monthStarter CRM 3 Contact Roles 3 Teams 1 Pipeline 2 GB Storage 1 Workspace Pro $75
- Contact management
- Email two-way sync
- Pipeline drag-and-drop interface
- Custom workflow templates
- Live activity streams
- Calendar sync and views
- Workflow automation
- Crms
Business
$14 per monthBusiness View Pricing: Starting at $14
- Contact management
- Email two-way sync
- Pipeline drag-and-drop interface
- Custom workflow templates
- Live activity streams
- Calendar sync and views
- Workflow automation
- Crms
Features
Integrations
Pros & cons
Pros
- Documented capability: Contact management
- Documented capability: Email two-way sync
- Profile names a concrete ICP: Wealthbox is recommended for financial advisors who want a powerful, easy-to-use CRM with no training needed. It helps advisors connect with clients,
- Public profile names Salesforce, HubSpot, Pipedrive as connected workflow surfaces
Cons
- Pricing and usage limits should be rechecked before purchase
- Fit is strongest for the stated Startups, SMBs, Mid-market, Enterprise audience rather than every team
- Named integrations should be validated against the team's exact plan and workflow
- Reported outcomes and vendor claims should be validated with the buyer's own data
What the record shows
Independent profile evidence describes wealthbox is a modern crm designed specifically for financial advisors.
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
Written by Audyense accounts · moderated before publishing
No user reviews yet.
Used Wealthbox? Be the first to tell other buyers what actually worked.