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CRM

Wealthbox

Advisor CRM with workflows, pipeline, reporting, email and built-in AI in one system.

Made by Wealthbox, LLC Visit Wealthbox's website
Starting priceFrom $59/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “whether you’re a solo advisor or running a firm with hundreds.”
Vendor says · source
Connections listed63 connectionsSchwab, Fidelity (Wealthscape), Altruist and 60 more. Source and date for each below.
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What their website looks like

Screenshot of Wealthbox's homepage
Wealthbox's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Wealthbox pricing page
PlanPriceBilling
Basic $59/user/mo
per user, per month
 Billing period not stated on the pricing page
Pro $75/user/mo
per user, per month
 Billing period not stated on the pricing page
Premier $99/user/mo
per user, per month
 Billing period not stated on the pricing page

Enterprise plan: custom price

14-day free trial; no credit card needed.

AI Notetaker add-on: $49 per user a month (an introductory rate).

Source: Wealthbox pricing page. Checked on the vendor's site, Oct 6.

Where Wealthbox sits on price

WealthboxOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to Wealthbox

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

SchwabFidelity (Wealthscape)LPL Financial (ClientWorks)AssetMarkAxosBettermentRBCSEIand 16 more below
Wealthbox63 connections listed

Data goes out to

FusionCircleBlackFlourishMaxAsset-MapFP AlphaOptiviceSoraand 10 more below
Two-way
RightCapitalAndesStratifiDispatchFeatheryFinpaceInvent
Single sign-on
SchwabFidelity (Wealthscape)LPL Financial (ClientWorks)SEIBroadridge Wealth Aggregation and InsightsOrioneMoneyMoneyGuideEnvestnet
Direction not stated
AltruistAdviceCloudAssetBookBridgeFTCapitecteMoneyHolistiplanMoneyGuideAmplifyVRGLEnvestnetSmartdata
Listed, no detail
fpPathfinderToleriskPreciseFPPershing
Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Schwab
Checked on the vendor's site
  • Data in: account details, positions and transactions
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Fidelity (Wealthscape)
Checked on the vendor's site
  • Data in: account details
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Altruist
Checked on the vendor's site
  • Direction not stated: combines CRM data with Altruist account data
Source: Wealthbox integrations page. Checked Oct 6.
LPL Financial (ClientWorks)
Checked on the vendor's site
  • Data in: account information and demographic data
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
AssetMark
Checked on the vendor's site
  • Data in: balances, holdings and demographics
Source: Wealthbox integrations page. Checked Oct 6.
Axos
Checked on the vendor's site
  • Data in: account details, balances and positions
Source: Wealthbox integrations page. Checked Oct 6.
Betterment
Checked on the vendor's site
  • Data in: client account balances and details
Source: Wealthbox integrations page. Checked Oct 6.
RBC
Checked on the vendor's site
  • Data in: account balances, positions and client account details
Source: Wealthbox integrations page. Checked Oct 6.
SEI
Checked on the vendor's site
  • Data in: client accounts on contact records
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Fusion
Checked on the vendor's site
  • Data out: client information for account opening
Source: Wealthbox integrations page. Checked Oct 6.
Asset-Map
Checked on the vendor's site
  • Data out: contacts used for household visuals
Source: Wealthbox integrations page. Checked Oct 6.
eMoney
Checked on the vendor's site
  • Direction not stated: account look-up
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
FP Alpha
Checked on the vendor's site
  • Data out: client data
Source: Wealthbox integrations page. Checked Oct 6.
Holistiplan
Checked on the vendor's site
  • Direction not stated: information for tax return analysis
Source: Wealthbox integrations page. Checked Oct 6.
MoneyGuide
Checked on the vendor's site
  • Direction not stated: account look-up
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Optivice
Checked on the vendor's site
  • Data out: client data to start debt management
  • Data in: updated client credit scores
Source: Wealthbox integrations page. Checked Oct 6.
RightCapital
Checked on the vendor's site
  • Two-way: notes and tasks
Source: Wealthbox integrations page. Checked Oct 6.
Sora
Checked on the vendor's site
  • Data out: client data for onboarding
Source: Wealthbox integrations page. Checked Oct 6.
TIFIN Wealth
Checked on the vendor's site
  • Data out: contacts, invited to assessments
Source: Wealthbox integrations page. Checked Oct 6.
WealthVision
Checked on the vendor's site
  • Data out: contact and account data
Source: Wealthbox integrations page. Checked Oct 6.
Pershing
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Wealthbox vs Salesforce comparison page. Checked Oct 6.
Voyant
Checked on the vendor's site
  • Data out: client data such as names and demographics
Source: Wealthbox integration page: Voyant. Checked Oct 7.
Other software it connects to (41)

Portfolio, reporting, email, calendar and similar tools Wealthbox, LLC lists.

Addepar
Checked on the vendor's site
  • Data in: summarized portfolio details
Source: Wealthbox integrations page. Checked Oct 6.
AdviceCloud
Checked on the vendor's site
  • Direction not stated: households, contacts, tasks, notes, workflows (automatic syncing)
Source: Wealthbox integrations page. Checked Oct 6.
AssetBook
Checked on the vendor's site
  • Direction not stated: contact records linked to clients and households
Source: Wealthbox integrations page. Checked Oct 6.
Black Diamond
Checked on the vendor's site
  • Data in: client information, account summaries, holdings, transactions
Source: Wealthbox integrations page. Checked Oct 6.
Blueleaf
Checked on the vendor's site
  • Data in: balances, performance, allocation, holdings
Source: Wealthbox integrations page. Checked Oct 6.
BridgeFT
Checked on the vendor's site
  • Direction not stated: linked contacts and corresponding activities
Source: Wealthbox integrations page. Checked Oct 6.
Broadridge Wealth Aggregation and Insights
Checked on the vendor's site
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Capitect
Checked on the vendor's site
  • Direction not stated: account details for linked clients
Source: Wealthbox integrations page. Checked Oct 6.
CircleBlack
Checked on the vendor's site
  • Data in: contacts created from CircleBlack
  • Data out: Wealthbox tasks actioned inside CircleBlack
Source: Wealthbox integrations page. Checked Oct 6.
Flourish
Checked on the vendor's site
  • Data out: client data to pre-fill applications and send invites
Source: Wealthbox integrations page. Checked Oct 6.
Max
Checked on the vendor's site
  • Data out: contact information populated in the Max dashboard
Source: Wealthbox integrations page. Checked Oct 6.
Orion
Checked on the vendor's site
  • Data in: client account balances
  • Single sign-on
Source: Wealthbox integrations page. Checked Oct 6.
Tamarac
Checked on the vendor's site
  • Data in: account details, holdings, billing information, custom fields
Source: Wealthbox integrations page. Checked Oct 6.
Turnqey
Checked on the vendor's site
  • Data in: client cryptoasset data
Source: Wealthbox integrations page. Checked Oct 6.
fpPathfinder
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Wealthbox integrations page. Checked Oct 6.
Andes
Checked on the vendor's site
  • Two-way: client information
Source: Wealthbox integrations page. Checked Oct 6.
Atlas Point
Checked on the vendor's site
  • Data in: behavioral-bias and persona tags and notes
Source: Wealthbox integrations page. Checked Oct 6.
DataPoints
Checked on the vendor's site
  • Data in: behavioral assessment results incl. risk tolerance
Source: Wealthbox integrations page. Checked Oct 6.
Nitrogen
Checked on the vendor's site
  • Data in: client information
Source: Wealthbox integrations page. Checked Oct 6.
RiXtrema
Checked on the vendor's site
  • Data in: client and prospect data
Source: Wealthbox integrations page. Checked Oct 6.
Stratifi
Checked on the vendor's site
  • Two-way: info
Source: Wealthbox integrations page. Checked Oct 6.
Tolerisk
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Wealthbox integrations page. Checked Oct 6.
Amplify
Checked on the vendor's site
  • Direction not stated: client information pre-populated during digital onboarding
Source: Wealthbox integrations page. Checked Oct 6.
Dispatch
Checked on the vendor's site
  • Two-way: client data
Source: Wealthbox integrations page. Checked Oct 6.
Docupace
Checked on the vendor's site
  • Data out: contact information to pre-fill account opening forms
Source: Wealthbox integrations page. Checked Oct 6.
Feathery
Checked on the vendor's site
  • Two-way: client intake information
Source: Wealthbox integrations page. Checked Oct 6.
Finpace
Checked on the vendor's site
  • Two-way: not named (bi-directional integration)
Source: Wealthbox integrations page. Checked Oct 6.
Forms Logic
Checked on the vendor's site
  • Data out: client data to prefill forms and workflows
Source: Wealthbox integrations page. Checked Oct 6.
Laser App
Checked on the vendor's site
  • Data out: client information to populate forms
Source: Wealthbox integrations page. Checked Oct 6.
Mako Fintech
Checked on the vendor's site
  • Data in: investor onboarding data
Source: Wealthbox integrations page. Checked Oct 6.
OnBord
Checked on the vendor's site
  • Data in: collected data; updates contact records, creates tasks
Source: Wealthbox integrations page. Checked Oct 6.
PreciseFP
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Wealthbox integrations page. Checked Oct 6.
Quik!
Checked on the vendor's site
  • Data out: contact information to pre-fill forms
Source: Wealthbox integrations page. Checked Oct 6.
VRGL
Checked on the vendor's site
  • Direction not stated: client records and VRGL profiles synchronised
Source: Wealthbox integrations page. Checked Oct 6.
Envestnet
Checked on the vendor's site
  • Direction not stated: account and position look-up
  • Single sign-on
Source: Wealthbox integration page: Envestnet. Checked Oct 7.
Fispoke
Checked on the vendor's site
  • Data out: contact data to pre-fill deposit and lending applications
Source: Wealthbox integration page: Fispoke. Checked Oct 7.
Invent
Checked on the vendor's site
  • Data out: client, prospect, notes and tasks data merged with custodian, planning and performance data
  • Two-way: notes and tasks
Source: Wealthbox integration page: Invent. Checked Oct 7.
Investipal
Checked on the vendor's site
  • Data in: new leads with risk tolerance, investable assets, income
Source: Wealthbox integration page: Investipal. Checked Oct 7.
Milemarker
Checked on the vendor's site
  • Data out: Wealthbox data extracted for reporting and analytics
  • Data in: data from other systems, e.g. portfolio accounting, updates Wealthbox records
Source: Wealthbox integration page: Milemarker. Checked Oct 7.
Panoramix
Checked on the vendor's site
  • Data out: contacts imported into Panoramix
Source: Wealthbox integration page: Panoramix. Checked Oct 7.
Smartdata
Checked on the vendor's site
  • Direction not stated: detailed financial information (prospects' portfolios, statements, fees, transactions)
Source: Wealthbox integration page: Smartdata. Checked Oct 7.

Moving to Wealthbox from another tool

What Wealthbox, LLC's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From Redtail

In their words: “A dedicated migration specialist maps and imports your contacts, notes, tasks, activity history, and files from Redtail. … Our Data Team takes your Redtail data and handles the mapping and import.”

  • What comes across: contacts, notes, tasks and activity history
  • How: Their team does the move
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 6
Wealthbox: Redtail CRM vs. Wealthbox
From other systems (not named)

In their words: “Our tailored data mapping and transfer process from any CRM vendor to Wealthbox ensures accuracy and efficiency. … Wealthbox performs the migration of your data, scheduling the transfer for minimal disruption.”

  • What comes across: not confirmed by the words shown
  • How: Their team does the move
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 8
Wealthbox: migrate your CRM data

Leaving later

Contacts export to CSV at any time; a full backup can be requested as XML or JSON from Settings.
Checked on the vendor's site · Oct 6

Source: Wealthbox help centre

Of the 29 other advisor CRMs whose pages we've read for this, 5 say on their own site that they import from Wealthbox: Redtail, Altitude CRM, LeadCenter.AI, OmegaFP and Slant. What each brings across

Also mentions Wealthbox, in words we couldn't label as an import: FinTurk. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for Wealthbox yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Wealthbox with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Altitude CRM
From $900/user/yr
Checked on the vendor's site · Oct 20
No custodian connection listed
View profile

Corrections

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