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Wealthbox AI Notetaker

Meetings and transcription · by Wealthbox

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

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What it does

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

  • Client relationship management
  • Workflow automation
  • Email synchronization
  • Meeting note transcription
  • Opportunity pipeline tracking
  • Task and project management
  • Compliant data archiving
Category
Meetings and transcription
Built for
Financial services and insurance
Users
Financial Advisors, Enterprise Firms, Banks & Credit Unions, Family Offices and 2 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0
  • Subscription$49/user/month
    • (special introductory rate
    • CRM add-on)

Free trial on paid plans

Prices as published by Wealthbox, checked Oct 2026.

Security and compliance

No security details published yet

Wealthbox hasn't published certifications or security practices for Wealthbox AI Notetaker that we could find. Ask their team for audit reports.

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