CRM

Wealthbox

CRM workspace for financial advisors — manages contacts, automates workflows, and records AI meeting notes

wealthbox.com

Verified API available Works with Integrately · Make · Zapier ~2.4k monthly visits

Quick facts
What is it	CRM workspace for financial advisors — manages contacts, automates workflows, and records AI meeting notes
Pricing	Paid — from $59/mo
Free tier	No
Platform	Web Application
API	Yes
Works with	Integrately, Make, Zapier
Best for	tracking client interactions and contact history, managing sales pipelines and deal stages
Domain registered	2007

Data updated Aug. 1, 2026

What does Wealthbox do?

Wealthbox is a CRM workspace built specifically for financial advisors. It combines contact management, email syncing, pipeline tracking, and workflow automation into one platform. The system is designed to replace tools like Salesforce that advisors often find too complex or hard to adopt. Wealthbox organizes client notes, files, emails, and financial data in a single hub, and lets teams collaborate on client relationships.

The standout feature is the AI Notetaker, which automatically records, transcribes, and generates action items from client meetings without leaving the platform. Other features include a drag-and-drop opportunities pipeline, customizable workflow templates for repeatable processes, shared calendars, task management linked to contacts, and dynamic CRM reports. Wealthbox also connects to existing email accounts through a two-way sync, so advisors can manage all client communication from one inbox.

Wealthbox targets financial advisors and wealth management firms who need a CRM that is easy to learn and actually gets used by their teams. The platform works for firms of all sizes — from solo advisors to large enterprises with hundreds of users. Common use cases include tracking client interactions, managing prospect pipelines through stages, automating recurring tasks, and recording client meetings for later review. The migration team helps firms switch from other CRMs with minimal disruption.

CRM

#ai notetaker#contact management#crm#email sync#financial-advisors#pipeline management#wealth management#workflow automation

Key features

What makes it stand out

Contact management with notes, emails, files, and financial info in one place

Wealthbox Mail syncs email in two directions for centralized inbox management

Drag-and-drop pipeline builder to track opportunities through stages

Customizable workflow templates to automate routine business processes

AI Notetaker automatically records, transcribes, and summarizes client meetings

Who is Wealthbox for?

Who benefits most from this tool

tracking client interactions and contact history

managing sales pipelines and deal stages

recording and transcribing client meetings automatically

Pricing

Basic

$59.0/month

0 teams
1 workspaces
2 GB file storage
0 contact roles
0 custom object types
1 opportunity pipelines
0 custom object record limit
0 fields per custom object type
Contact & Household Management
Contact Segmentation Tags
Customizable Groups
Task Management
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
Calendar
Meetings
Projects
Reports – Automated
Reports – Dynamic/Customized
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Workspace-wide 2-Factor Authentication Enforcement
SOC 2 Compliant
Customer Support Help Desk
Live Help

Pro

$75.0/month

3 teams
1 workspaces
5 GB file storage
3 contact roles
1 custom object types
3 opportunity pipelines
20,000 custom object record limit
25 fields per custom object type
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Subtasks for Workflows
Meetings
Projects
Reports – Automated
Reports – Dynamic/Customized
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Workspace-wide 2-Factor Authentication Enforcement
SOC 2 Compliant
Customer Support Help Desk
Live Help

Premier

$99.0/month

5 teams
5 workspaces
10 GB file storage
5 contact roles
10 custom object types
5 opportunity pipelines
1,000,000 custom object record limit
25 fields per custom object type
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Meetings
Projects
Reports – Automated
Reports – Dynamic/Customized
AI for Reports
Report Calculations
Report Groupings
Omniview Reporting
Charts & Graphs
Customizable Dashboards
Customizable Homepages
Custom Object Types
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
API Development Support
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Workspace-wide 2-Factor Authentication Enforcement
SOC 2 Compliant
Customer Support Help Desk
Live Help

Enterprise

Custom

Unlimited teams
Unlimited workspaces
20 GB file storage
Unlimited contact roles
20 custom object types
Unlimited opportunity pipelines
2,000,000 custom object record limit
50 fields per custom object type
Contact & Household Management
Contact Segmentation Tags
Contact Roles
Teams
Customizable Groups
Wealthbox Mail
Task Management
Suggested Actions
Daily Task Digest
Opportunity Management
Opportunity Kanban Boards
Opportunity Pipelines
Calendar
Workflows
Workflow Outcomes
Workflow Milestones
Workflow Template Sharing
Subtasks for Workflows
Send-To Actions
Customizable Workflow Actions
Workflow Form Builders
Meetings
Projects
Reports – Automated
Reports – Dynamic/Customized
AI for Reports
Report Calculations
Report Groupings
Omniview Reporting
Charts & Graphs
Customizable Dashboards
Customizable Homepages
Customizable Role-Based Homepages
Custom Object Types
Fields Per Custom Object Type
Custom Object Record Limit
Custom Fields
Activity Stream
Coworker Notifications
Workspaces
Administrative Controls
Mobile App Companion
Partner App Integrations
API Development Support
Compliant Note Archiving
Permissions & Visibility
Bank-Level Security
Session Timeout
2-Factor Authentication
Workspace-wide 2-Factor Authentication Enforcement
SOC 2 Compliant
Customer Support Help Desk
Live Help

Trust & presence

Domain Domain registered 2007

Gallery

Click any image to enlarge

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