Wealthbox
Client relationship management platform designed for financial advisory firms
- Also known as
- wealthbox
Available worldwide · Popular in: US
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.
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- iOS
- Web
- Android
- Cloud / SaaS
Integrations (31)
Independently observed- 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
Wealthbox alternatives
Other wealth management we track, ranked by the same independent score.
- Redtail TechnologyA customer relationship management platform built specifically for financial advisors to manage client relationships, automate workflows, and stay compliant.low · 37%
- MoneyGuideProA financial planning software platform for advisors to build customized wealth plans at any client scalelow · 21%
- Orion Advisor TechAll-in-one software platform for managing comprehensive wealth advisory operationslow · 20%
- eMoney AdvisorFinancial planning software that helps advisors scale their practice and spend more time on client engagement.low · 22%
- AddeparData consolidation and AI analytics platform for wealth management firmslow · 9%
- VestmarkPortfolio management platform designed for wealth advisors and asset managerslow · 8%
Compare Wealthbox
Side by side against other wealth management, attribute by attribute, with a source on every value.
The Vioscale 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 | 0.08 | 6.3 | ✓ |
| Security posture | 40 | 0.07 | 2.9 | ✓ |
| Price level | 50 | 0.05 | 2.6 | ✓ |
| Integrations | 63 | 0.04 | 2.5 | ✓ |
| Capabilities | 29 | 0.05 | 1.4 | ✓ |
| Reliability | 0 | 0.07 | 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.
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 · 2026-08-25 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 150 | mediumsource · 2026-08-25 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | mediumsource · 2026-08-25 · 50% |
Pricing
Security
| Attribute | Value | Evidence |
|---|---|---|
| Soc2 | Yes | highsource · 2026-08-25 · 75% |