Wealthbox
Client relationship management platform designed for financial advisory firms with integrated AI capabilities
- Also known as
- wealthbox
Available worldwide · Popular in: US
What is Wealthbox?
A unified workspace that consolidates client records, communications, tasks, and workflows for financial advisors. Built-in AI assists with meeting notes, task automation, and compliance audit trails while integrating with external financial planning and portfolio management tools.
Wealthbox pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $59/user/month. 14-day free trial, no credit card required.
Basic
Starter CRM
- Contact & household management
- Task management
- 1 opportunity pipeline
- Calendar & meetings
- 2 GB file storage
Pro
Core CRM Features
- Everything in Basic, plus:
- Workflows & automations
- Two-way email sync
- Broadcast email
- 3 opportunity pipelines
Premier
Advanced Features for Growth
- Everything in Pro, plus:
- Customizable dashboards & homepages
- Workflow template sharing
- API development support
- 5 workspaces
Enterprise
Contact sales- Everything in Premier, plus:
- Enterprise SSO
- Dedicated account manager
- Unlimited workspaces
- Priority enterprise support
Add-ons
- AI Notetaker$49/user/mo
What Wealthbox does
The capabilities that matter for wealth management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Schwab fidelity pershing custodial data sync
- -
- Monte carlo retirement simulation planning
- -
- Automated portfolio rebalancing and tax loss harvesting
- -
- Aum fee calculation and direct billing push
- -
- Client facing white label portal and mobile app
- ✗
- Sec finra compliant email and document archiving
- ✗
- Risk tolerance questionnaires and scoring
- -
- Held away asset aggregation plaid byallaccounts
- -
- Estate and tax planning scenarios
- ✗
- SOC2 type ii
- ✓
- ISO 27001
- -
- Pricing model
- Flat monthly per user
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (32)
Independently observed- Turnqey←
- AdviceCloud
- AdvisorStream
- Amplify
- Andes
- AssetMark
- Black Diamond
- Catchlight
- CurrentClient
- Dispatch
- Estately
- Feathery
- Finpace
- Flourish
- Forms Logic
- FP Alpha
- Gmail
- Google Calendar
- Mako Fintech
- Mili
- Outlook
- Outlook Calendar
- Qwil Messenger
- RBC
- RightCapital
- Signal Advisors
- Smart Kx
- Trust & Will
- Turnkey
- VRGL
- Waterlily
- Yourefolio
Security & compliance
Independently observed- SOC 2 Type IIactive
Wealthbox FAQ
Common questions about Wealthbox, answered from independent, dated evidence.
What is Wealthbox?
A CRM workspace that centralizes client records, automates business processes, and integrates email, calendar, and meeting management with native AI capabilities to help financial advisory teams operate more efficiently. It is indexed under Wealth Management.
Source: https://wealthbox.com/pricing/
How much does Wealthbox cost?
Wealthbox is a paid product; published pricing starts at $59 per user per month. It is sold across 4 plans (Basic, Pro, Premier and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.
Source: https://wealthbox.com/pricing/
What platforms does Wealthbox support?
Wealthbox supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.
Source: https://wealthbox.com/pricing/
Can Wealthbox be self-hosted?
We have only confirmed a cloud / SaaS deployment for Wealthbox, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://wealthbox.com/pricing/
What does Wealthbox integrate with?
We have confirmed 30 integrations for Wealthbox, including AdviceCloud, AdvisorStream, Amplify, Andes, AssetMark, Black Diamond, Catchlight and CurrentClient, plus 22 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Source: https://wealthbox.com/pricing/
What security certifications does Wealthbox have?
We have independently confirmed SOC 2 for Wealthbox. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Wealthbox not holding them. Always confirm compliance directly before you rely on it.
Where is Wealthbox available?
Wealthbox is available worldwide. Its primary market is the United States.
Source: https://wealthbox.com/pricing/
Wealthbox alternatives
Other wealth management we track, ranked by the same independent score.
- MoneyGuideProComprehensive financial planning platform for advisors to scale their planning serviceslow · 14%
- Orion Advisor TechFocus on advisory work rather than managing complex technology infrastructurelow · 13%
- AddeparConsolidate fragmented financial data across your firm and leverage AI-powered analytics to manage complex portfolios and automate key workflowslow · 8%
- VestmarkPortfolio management platform designed for scaling wealth management operationslow · 8%
- eMoney AdvisorCentralized financial planning platform for advisors to serve clients at every stage of their financial journeylow · 14%
- Redtail TechnologyA relationship management system for financial advisors to organize and manage client interactionslow · 25%
Compare Wealthbox
Side by side against other wealth management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Wealthbox, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 75 | 0.09 | 7.1 | ✓ |
| Price level | 50 | 0.10 | 5.3 | ✓ |
| Integrations | 63 | 0.05 | 3.1 | ✓ |
| Security posture | 40 | 0.04 | 1.7 | ✓ |
| Capabilities | 29 | 0.04 | 1.2 | ✓ |
| Reliability | 0 | 0.06 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 7 items | mediumsource · 2026-09-10 · 60% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Soc2 type ii: Yes · Pricing model: flat_monthly_per_user · Estate and tax planning scenarios: No · Client facing white label portal and mobile app: No · Sec finra compliant email and document archiving: No | mediumsource · 2026-09-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 150 | mediumsource · 2026-09-24 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-08-25 · 50% |
Pricing
Security
Is Wealthbox the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Wealthbox against the rest of the wealth management we index, using the same dated evidence weighted your way.
Free to run, no account needed to start. How the evaluation works
Is this your product?
This profile was built from public sources without asking you. You can take the badge below and use it anywhere, and you can claim the profile to correct anything we got wrong. Both are free, and neither moves Wealthbox up or down: nobody can buy rank here, including you.
Take the badge
Live, always current, and free to use on your own site. It shows Wealthbox's independent score and links back to this profile.
<a href="https://www.vioscale.ai/software/wealthbox" target="_blank" rel="noopener">
<img src="https://www.vioscale.ai/badge/software/wealthbox.svg" alt="Wealthbox, verified on vioscaleAI" width="330" height="76" loading="lazy" />
</a>Markdown, for a README →
[](https://www.vioscale.ai/software/wealthbox)Claim the profile
Verify you control the domain, then point us at the pages that state the facts about Wealthbox and add your own description and media. Free, and it does not change the score.
- Correct anything wrong, with evidence
- Point our crawler at the pages that matter
- Write your own description and add media
Not the owner? How vendor profiles work