CRMs for Financial Advisors
CRMs built for financial advisors, RIAs, and wealth management teams — custodian integrations, compliance trails, and household-level relationship modeling.
Financial advisor CRMs solve three problems generic CRMs don't: clients aren't deals that close once, they're decade-long relationships that span multiple legal entities; a regulator can ask for a record at any time, so audit trails and email archiving are not optional; and the surrounding tech stack — custodians, portfolio management, financial planning, e-signature — is more interconnected than most B2B SaaS, so integration coverage matters more than feature checkboxes. The vendors below either ship advisor-native workflows or have battle-tested integrations into the RIA ecosystem. For a ranked shortlist, see Best CRM for Financial Advisors.
Copper
CRMCRM for Google Workspace users that works inside Gmail, with pipelines, project management and workflow automation. Sold on Basic, Professional and Business plans from $23 per seat a month.
Daylite
CRMCRM and project management app for Mac, iPhone and iPad. It combines contacts, pipeline, projects, email, calendar and tasks for service-based small businesses.
Maximizer
CRMMaximizer is a CRM for contact management, tasks and pipelines, with Core, Financial Services and Financial Services+ editions for wealth, insurance and financial teams. Works inside Outlook and on mobile.
Redtail CRM
CRMCRM for financial advisors, owned by Orion, with workflow automation, compliant texting, document imaging and email archiving for RIAs and broker-dealers.
Wealthbox
CRMCRM for financial advisors and wealth management firms, with households, pipelines, workflows and custodian integrations. Sold per user, with an AI note taker as an add-on.