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Wealthbox

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AI-powered CRM workspace built for financial advisors and RIAs

Financial CRM Software
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  • Deployment Cloud Based
  • Starting price $59/user/month
  • Free trial Available
  • Best for Freelancers, SMEs, Enterprises

What is Wealthbox?

Wealthbox is a cloud-based CRM built for financial advisors, RIAs, broker-dealers, and other wealth management teams. It combines contact management, a two-way email sync, task management, activity streams, and workflow automation in a single collaborative workspace, and integrates with more than 150 custodial and wealthtech platforms.

Plans range from Basic to Premier, each adding more contact roles, teams, opportunity pipelines, and file storage, with a custom Enterprise tier for larger firms. An AI Notetaker add-on summarizes client meetings and captures follow-ups. Wealthbox offers a 14 day free trial and is developed by Starburst Labs, based in New York City.

Key Features of Wealthbox

Wealthbox lists 10 documented features, including Contact management with full interaction history, Wealthbox Mail two-way email sync and Task management linked to contacts, accounts, and opportunities. The list below covers what the product does rather than how it is marketed.

  • Contact management with full interaction history
  • Wealthbox Mail two-way email sync
  • Task management linked to contacts, accounts, and opportunities
  • Real-time team activity streams
  • Workflow automation with templates
  • AI Notetaker for meeting prep, summaries, and follow-ups
  • Customizable CRM reporting and charts
  • 150+ integrations with custodians and wealthtech apps
  • Mobile apps for iOS and Android
  • Multi-layered security with 256-bit SSL encryption and MFA

Wealthbox Pricing

Wealthbox lists 5 plans. Four carry a published figure, from $49 to $99; the rest are quoted on request.

Basic

$59/user/month

3 contact roles, 3 teams, 1 pipeline, 2GB storage (annual rate $35/user/month)

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Starter CRM functionality

Pro

$75/user/month

5 contact roles, 5 teams, 3 pipelines, 5GB storage (annual rate $49/user/month)

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Core CRM features

Premier

$99/user/month

Unlimited contact roles and teams, 5 pipelines, 10GB storage, 5 workspaces (annual rate $65/user/month)

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Advanced features for power users

Enterprise

Custom

Multi-workspace

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Customizable solution for larger firms, contact sales for options

AI Notetaker add-on

$49/user/month

Introductory rate, add-on to any plan

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AI meeting prep, conversation summaries, and follow-up capture

Wealthbox Specifications

Wealthbox is available on web app and has iOS and Android apps. It offers an API and has a free trial.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Mobile
  • iOS
  • Android
Languages
  • English
Built for
  • Freelancers
  • SMEs
  • Enterprises
Support
  • Email
  • Live Support
  • Training
  • Tickets
Integrations
Orion, Riskalyze/Nitrogen, MoneyGuidePro, Redtail migration tools, Zapier, Google Workspace, Microsoft 365, Hubly, fpPathfinder, and 150+ custodial and wealthtech platforms
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
wealthbox.com

Wealthbox Videos

Wealthbox Screenshots

Wealthbox screenshot 1

Wealthbox Comparisons

Side by side comparisons of Wealthbox against 3 other Financial CRM Software options listed here.

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Wealthbox
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Wealthbox
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Wealthbox FAQs

Basic is $59 per user per month, Pro is $75, and Premier is $99, with lower rates available on annual billing ($35, $49, and $65 per user per month respectively). Enterprise pricing is custom.

Yes, Wealthbox offers a free 14 day trial with no credit card required.

It is an add-on priced at $49 per user per month (introductory rate) that helps advisors prepare for meetings, summarize conversations, and organize follow-up tasks.

Wealthbox integrates with over 150 custodial platforms and wealthtech applications.

Wealthbox CRM is developed and owned by Starburst Labs, Inc., based in New York City.