Wealthbox

Wealthbox

What is Wealthbox?

Wealthbox is an AI-powered CRM workspace built for financial advisors and registered investment advisors (RIAs). The platform ranks among the top two most-used advisor CRMs alongside Redtail, offering household management, workflow automation, custodian integrations with Schwab Fidelity and Pershing, and the AI Notetaker that prepares for meetings and summarises conversations.

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    Wealthbox Features

    Household and entity management for client families

    Opportunity pipelines from 1 to 5 by tier

    Workflow automation with templates

    Custom dashboards and reporting

    Email integration with Gmail Outlook Microsoft 365

    AI Notetaker for meeting prep summaries and action items

    View All 15 Features
    Asset-Map visual relationship mapping
    Native integrations with Schwab Fidelity Pershing and TD Ameritrade
    Tasks reminders and calendar sync
    Custom object types on Premier tier
    File storage from 2GB to 20GB by tier
    Multi-workspace on Enterprise
    Mobile apps for iOS and Android
    REST API for custom integrations
    14-day free trial

    Wealthbox Pricing Plans

    Basic

    $59 /user/month
    • Starter CRM offering
    • Core contact management task tracking 1 opportunity pipeline
    • 3 teams 2GB file storage
    • Mobile apps included
    • 14-day free trial
    • Verified on 2026-06-18
    POPULAR

    Pro

    $75 /user/month
    • Core CRM features
    • 3 opportunity pipelines 5 teams 5GB storage
    • Workflow capabilities and customizable dashboards
    • Verified on 2026-06-18

    Premier

    $99 /user/month
    • Advanced features for power users
    • 5 opportunity pipelines unlimited teams 10GB storage
    • Custom object types 20GB file storage with expanded field limits
    • Verified on 2026-06-18

    Enterprise

    Contact Sales
    • Customizable multi-workspace solutions
    • configured for large RIA organizations
    • Advanced administrative controls
    • Custom integrations
    • Quote-based via sales

    AI Notetaker Add-On

    $49 /user/month
    • Introductory rate $49/user/month
    • Meeting prep notes summaries and action items
    • Available across all subscription tiers
    • Verified on 2026-06-18

    Description

    Wealthbox launched in 2014 in New York with a clear ambition: build the modern advisor CRM that financial advisors and RIAs actually want to use, contrasting with the older interfaces of Redtail and the heavy implementation of Salesforce Financial Services Cloud. By 2026 Wealthbox ranks as the second-most-used CRM among financial advisors (after Redtail) per the T3 / Inside Information advisor software survey, with a customer base concentrated in solo and small-to-mid-sized RIA firms.

    Who Wealthbox is right for

    This is a vertical product for financial advisors and RIAs. The clearest fit in 2026 is solo advisors and small-to-mid-sized RIA firms (1 to 50 advisors) that want modern design, ease of use, and the simplicity that contrasts with Redtail's older interface or Salesforce's implementation overhead. Strongest fits are independent RIAs, fee-only financial planners, and advisor practices breaking away from broker-dealer-imposed CRMs. Wealthbox is the wrong choice for very large enterprise RIAs (Practifi or FSC fit), broker-dealer-affiliated reps already on Redtail, or non-financial businesses.

    Wealthbox pricing in 2026

    TierPer user / monthPipelinesStorageWhat you get
    Basic$5912 GBCore CRM, contact management, task tracking, 3 teams
    Pro$7535 GB+ Workflow capabilities, customizable dashboards, 5 teams
    Premier$99510-20 GB+ Custom object types, unlimited teams, expanded field limits
    EnterpriseContact SalesCustomCustomMulti-workspace, advanced admin, custom integrations
    AI Notetaker Add-On+$49--Meeting prep, summaries, action items across all tiers

    Verified on 2026-06-18 against the official Wealthbox pricing page. All paid plans include a 14-day free trial with no credit card required.

    Hidden costs to know about

    Three watch-outs. First, the AI Notetaker is a $49/user/month add-on, not included in any subscription tier, so AI-using firms add meaningfully to monthly burn. Second, costs climb fast for larger teams: a 20-advisor firm on Premier at $99/user/month pays $1,980/month plus optional AI Notetaker. Third, advanced reporting requires custom configuration on Premier or Enterprise, sometimes pushing firms toward third-party reporting tools that add to the stack.

    Wealthbox vs alternatives at a glance

    ToolBest forPer-user startingWhy pick it
    WealthboxModern solo + small RIA$59/moCleanest UI, best mobile, AI Notetaker
    RedtailMid-sized RIAs and broker-dealer reps~$99/moLargest advisor installed base
    PractifiMid-market and enterprise RIAs on Salesforce~$80/moSalesforce platform depth + AI Wealthies Award winner
    Salesforce Financial Services CloudLarge RIA enterprises$225/moMaximum customization, heavy implementation
    Junxure (now AdvisorEngine CRM)Legacy RIAsContact SalesEstablished RIA-specific workflows

    Integrations

    Custodians: Charles Schwab, Fidelity Institutional, Pershing, legacy TD Ameritrade. Financial planning: eMoney, MoneyGuidePro, RightCapital. Visualization: Asset-Map for visual relationship mapping. Email: Gmail, Outlook, Microsoft 365. Calendar: Google Calendar, Microsoft Calendar. Document and e-signature: DocuSign. Zapier and Make for the long tail. REST API for custom destinations. Broker-dealer compliance integrations available through partner ecosystem.

    Pros and cons

    What works: Cleanest and most modern advisor CRM UI in the category. Mobile apps lead the category for advisor workflows. AI Notetaker is genuinely useful for meeting preparation and summaries. Custodian integrations are reliable. Setup is fast (days, not weeks) compared to Salesforce Financial Services Cloud. Wealthbox University training content is well-organized.

    Where it strains: Reporting lacks advanced conditional logic for power users. Email sync reliability has been a recurring user complaint with periodic disruptions. Costs climb fast past 10 to 15 advisors. Customization depth is lighter than Practifi or Salesforce. AI Notetaker as separate add-on adds materially to per-user cost.

    What real buyers say

    Operator reviews on SoftwareAdvice, SelectHub, and the r/financialadvisors subreddit consistently cite three wins: cleanest modern UI in the advisor CRM category, fastest onboarding (days vs weeks for Redtail or FSC), and AI Notetaker delivers real value for advisors who run frequent client meetings. Common pushback is on email integration reliability, reporting depth limitations, and the cost climb for larger firms past 10 to 15 advisors.

    Field guide

    FieldDetail
    HeadquartersNew York, New York, United States
    Founded2014
    Market rank2nd most-used advisor CRM (per T3/Inside Information 2025 survey)
    MobileNative iOS and Android with strong advisor workflows
    Free trial14 days, no card required
    Free planNone
    CustodiansSchwab, Fidelity, Pershing, legacy TD Ameritrade
    AI featureAI Notetaker (separate $49/user/month add-on)

    Buyer action plan

    Start with the 14-day free trial on the Pro tier (the most common starting point for working RIAs). Connect your custodian feed and import real household data. Set up one workflow template. Run real client meetings with the AI Notetaker add-on enabled. Measure time saved on meeting preparation and follow-up. If the workflow holds and AI Notetaker delivers value, commit to annual billing for cost savings. Plan Pro to Premier upgrade as your team grows past 10 advisors.

    2026 updates

    The AI Notetaker is the flagship 2026 feature and continues to expand with deeper integration into the household record and improved follow-up automation. Mobile app capabilities have grown. Custodian integrations have continued to deepen. The Premier tier received custom object types for firms needing data model extensions. The Enterprise tier multi-workspace capability has matured for large RIA organizations consolidating multiple practices.

    Security and compliance

    Cloud platform with TLS in transit, encryption at rest, SOC 2 Type II, SEC and FINRA-aware design including audit trails and role-based access, GDPR support for international advisors. SSO via SAML on higher tiers. Custodian integration security uses OAuth or service-account credentials per custodian-specific requirements. Two-factor authentication available across all tiers.

    Customer support

    Email, in-app live chat, knowledge base, phone, Wealthbox University training content. Response times during US business hours are fast. Premier and Enterprise contracts include priority support. The Wealthbox community of advisor users on LinkedIn and the r/financialadvisors subreddit are active venues for peer support.

    Who can use Wealthbox

    Best fit: solo financial advisors and small-to-mid RIA firms (1 to 50 advisors) wanting modern design, ease of use, and fast onboarding. Reasonable fit: advisor practices breaking away from broker-dealer CRMs or migrating from Redtail. Not a fit: large enterprise RIAs (Practifi or FSC), broker-dealer-affiliated reps locked into firm-imposed CRMs, or non-financial sales businesses.

    Mobile app

    Native iOS and Android apps with strong advisor workflows: household management, opportunity tracking, calendar, email, tasks, and AI Notetaker. The mobile experience is consistently cited as one of Wealthbox's strongest differentiators against older advisor CRMs and is the daily tool for advisors managing their book on the road.

    How to get started with Wealthbox

    Sign up for the 14-day free trial at the official Wealthbox free trial page. Connect your custodian feed. Import household data via CSV or API. Set up workflow templates. Enable AI Notetaker for client meetings. Run the workflow for two weeks. Decide between Basic, Pro, Premier, or Enterprise based on pipeline count, team size, and custom object needs. Plan annual billing if the trial confirms fit.

    Top alternatives to Wealthbox

    Redtail is the larger-installed-base alternative with broker-dealer integration depth. Practifi is the Salesforce-based alternative for mid-market and enterprise RIAs that won 2025 Wealthies Award for Best CRM. Salesforce Financial Services Cloud is the maximum-customization enterprise alternative. AdvisorEngine CRM (formerly Junxure) is the legacy alternative many RIAs are migrating away from. Smartria and IPS Advisor are emerging modern alternatives.

    How to cancel Wealthbox

    Cancellation is processed from account settings. Monthly subscriptions cancel at the end of the current billing period. Annual subscriptions cancel at renewal with prorated refund where applicable. Data export available via CSV and REST API. Custodian integrations disconnect on cancellation. Submit cancellation through account settings or contact customer success.

    Bottom line

    Wealthbox is the right pick for a solo advisor or small-to-mid-sized RIA that wants the most modern advisor CRM experience with clean UI, polished mobile, fast onboarding, and the 2026 AI Notetaker. The 14-day free trial is the right starting point; commit to annual billing if it sticks. Budget for the AI Notetaker add-on if meeting summaries are a real workflow win. Larger enterprise RIAs should compare against Practifi or Salesforce Financial Services Cloud. Most working RIAs in the 1 to 50 advisor range find Wealthbox the cleanest balance of features, price, and usability.

    Verified on 2026-06-18. Pricing verified from the official Wealthbox pricing page.

    Frequently Asked Questions

    What is Wealthbox used for?
    Wealthbox is an AI-powered CRM workspace purpose-built for financial advisors, registered investment advisors (RIAs), and wealth management firms. Advisors use it for household and entity management, opportunity tracking, workflow automation, email integration, the AI Notetaker for meeting preparation and summaries, and native integrations with major custodians including Schwab, Fidelity, and Pershing.
    How much does Wealthbox cost in 2026?
    Wealthbox has three published tiers plus Enterprise. Basic is $59/user/month with 1 opportunity pipeline, 3 teams, and 2GB storage. Pro is $75/user/month with 3 pipelines, 5 teams, and 5GB. Premier is $99/user/month with 5 pipelines, unlimited teams, custom object types, and 20GB. Enterprise is custom-quoted for large multi-workspace deployments. The AI Notetaker is a $49/user/month add-on available across all tiers at an introductory rate.
    Is there a free trial?
    Yes. Wealthbox offers a 14-day free trial across all subscription tiers with no credit card required at signup. The trial includes full feature access so advisors can connect real custodian feeds, run real workflows, and test the AI Notetaker on actual meetings before committing.
    Who is Wealthbox best for?
    Wealthbox is built for solo advisors and small-to-mid-sized RIA firms managing client households and wealth relationships. Strongest fits are RIAs with 1 to 50 advisors who want modern design, ease of use, and the simplicity that contrasts with Redtail or Salesforce Financial Services Cloud. It is less of a fit for very large enterprise RIAs (where Practifi on Salesforce or FSC fit better) or for non-financial businesses.
    What is the AI Notetaker?
    AI Notetaker is Wealthbox's flagship 2026 AI feature. It prepares advisors before client meetings by surfacing the relevant household context, captures meeting conversations in real time, generates summaries and action items, and organizes follow-ups directly inside the Wealthbox household record. It is available as a $49/user/month add-on across all subscription tiers at an introductory rate.
    How does Wealthbox compare to Redtail?
    Both Wealthbox and Redtail target the same financial-advisor market. Redtail is the larger installed base with deeper broker-dealer integration and a more traditional UI. Wealthbox is the more modern alternative with a cleaner interface, more polished mobile experience, and stronger AI features in 2026. T3 / Inside Information's advisor software survey consistently ranks Wealthbox as the second-most-used CRM among advisors, with Redtail in the top spot.
    Which custodians does Wealthbox integrate with?
    Native custodian integrations cover Charles Schwab (including legacy TD Ameritrade), Fidelity Institutional, and Pershing. The integrations sync client account data into Wealthbox contact records so advisors see live AUM, holdings, and recent activity within the CRM workspace. Additional financial-planning tool integrations include eMoney, MoneyGuidePro, RightCapital, and Asset-Map for visual relationship mapping.
    Does Wealthbox have a mobile app?
    Yes. Native iOS and Android apps support household management, opportunity tracking, calendar, email, and task workflows from mobile. Advisors managing their book of business on the road get a polished mobile experience that is consistently cited as one of Wealthbox's strengths versus older advisor CRMs.
    What are the known limitations of Wealthbox?
    Three areas. First, reporting capabilities are growing but still lack advanced conditional logic some power users want. Second, at $75 to $99 per user per month, costs climb fast for larger RIA teams. Third, email integration reliability has been a recurring user complaint, with periodic sync disruptions affecting daily workflows. The simplicity Wealthbox optimizes for trades against the depth larger firms eventually need.
    Where can I see real user discussions about Wealthbox?
    The r/financialadvisors subreddit has active discussions about advisor CRM choices including Wealthbox vs Redtail vs Practifi. LinkedIn groups for RIAs and the T3/Inside Information advisor tech community publish detailed comparison content. AdvisorPerspectives and Kitces.com frequently cover the advisor CRM landscape. These are useful primary sources for prospective buyers.
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