Wealthbox

Wealthbox is an AI-powered CRM and collaboration platform designed for financial advisors, trust companies, and wealth management firms to manage client relationships, automate workflows, and collaborate on client data.

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Founded: Not disclosed
Headquarters: Not disclosed
Company size: Not disclosed
Products tracked: 5

Products by Wealthbox

5 products

Wealthbox AI NotetakerAn AI-powered add-on that automatically records, transcribes, and generates actionable notes from client meetings directly within the Wealthbox platform.0.00 reviewsMeetings & Transcription

Wealthbox CRMA cloud-based customer relationship management platform for financial advisors featuring contact management, opportunity tracking, customizable workflows, and team collaboration...0.00 reviewsInvestment, Trading & Wealth

Wealthbox MailA two-way email synchronization feature that integrates directly with Wealthbox CRM, allowing users to view, send, and track emails without leaving the platform.0.00 reviewsInvestment, Trading & Wealth

Wealthbox MobileA companion mobile application for iOS and Android that provides access to Wealthbox CRM features, including notes, tasks, events, and workflows, on the go.0.00 reviewsInvestment, Trading & Wealth

Wealthbox CalendarA scheduling and calendar management tool that syncs with user calendars and allows for custom individual and group views within the Wealthbox workspace.0.00 reviewsInvestment, Trading & Wealth

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Financial Services & InsuranceTake Meeting Notesvia Wealthbox AI Notetaker#1Voice & Conversations Financial Services & InsuranceTranscribe Conversationsvia Wealthbox AI Notetaker#1Voice & Conversations

Customer voice

Customer testimonials

Quotes published on Wealthbox's official website.

Wealthbox CRM menu Features Integrations Solutions Financial Advisors Enterprise Firms Banks & Credit Unions Family Offices Trust Companies Broker-Dealers & OSJs Pricing Resources Product ToursGet a Wealthbox overview Webinar EventsLearn about Wealthbox How-To VideosWatch video…

Customer testimonialOn Wealthbox CRMOriginal

Pricing for Wealthbox

Subscription

This is the broad commercial model reported for Wealthbox. Product-level terms are listed below when available.

Wealthbox AI NotetakerAn AI-powered add-on that automatically records, transcribes, and generates actionable notes from client meetings directly within the Wealthbox platform.

Pricing model: Subscription
Entry option: Free plan and Free trial
Starting price: $49 per user / per month

Wealthbox CRMA cloud-based customer relationship management platform for financial advisors featuring contact management, opportunity tracking, customizable workflows, and team collaboration...

Pricing model: Subscription
Entry option: Free plan and Free trial
Starting price: $59 per user / month

Wealthbox MailA two-way email synchronization feature that integrates directly with Wealthbox CRM, allowing users to view, send, and track emails without leaving the platform.

Pricing model: Subscription
Entry option: Free plan and Free trial
Starting price: $59 per user / month

Wealthbox MobileA companion mobile application for iOS and Android that provides access to Wealthbox CRM features, including notes, tasks, events, and workflows, on the go.

Pricing model: Subscription
Entry option: Free plan and Free trial
Starting price: $59 per user / month

Wealthbox CalendarA scheduling and calendar management tool that syncs with user calendars and allows for custom individual and group views within the Wealthbox workspace.

Pricing model: Subscription
Entry option: Free plan and Free trial
Starting price: $59 per user / month

Trust profile

Security and compliance

No compliance claims have been published for this company.