List your company

Wealthbox CRM

Investment, trading and wealth · by Wealthbox

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

Visit website

What it does

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

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

Not yet disclosed: platforms, languages and support channels.

Pricing

  • Free trial$0
  • Subscription$59/user/month

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 CRM that we could find. Ask their team for audit reports.

Reviews

No reviews yet

Reviews come from people who use Wealthbox CRM at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

  • OffDeal

    AI-enabled investment bank for small businesses.

  • Data API

    by Dataglade

    Data API product listed in footer navigation.

  • Deal Intelligence

    by Metal

    Organizes the entire deal lifecycle — capturing new deals, moving them through every stage, and surfacing the insights your team needs to decide faster.

  • Embed GladeAI

    by Dataglade

    Embed GladeAI product listed in footer navigation.

  • Payment Solutions Investment

    by Attack Capital

    Access to YC-backed fintech and payment infrastructure startups for accredited investors, with a $10,000 minimum allocation.

  • Sivo DeFi

    by Sivo

    Yield from tokenized real-world receivables backed by collateral and deterministic payment flows; purchase with stablecoins or fiat; staking via SVO token.

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Wealthbox CRM