Wealthbox

What is Wealthbox?

Wealthbox is a CRM built for financial advisors. It stores client and household records, tracks opportunities across pipelines, and automates task assignment through workflows. Email and calendar sync into client records, and an AI assistant and AI Notetaker capture meeting notes and action items. The vendor lists 150+ integrations, including Schwab, Fidelity, Addepar, Envestnet, Altruist, MoneyGuide and Google Workspace. It holds SOC 2 Type II certification.

Who is it for?

Independent advisors, RIAs, broker-dealers, banks, trust companies and family offices, plus the compliance, operations and marketing staff around them. Look elsewhere if you sell non-advisory products or need a general sales CRM.

Pricing

• Basic: $59/user/mo; contacts and households, tasks, 1 pipeline, calendar, 2 GB storage.
• Pro: $75/user/mo; adds workflows and automations, two-way email sync, broadcast email, 3 pipelines.
• Premier: $99/user/mo; adds customizable dashboards and homepages, workflow template sharing, 5 workspaces.
• Enterprise: custom pricing; adds SSO, a dedicated account manager, unlimited workspaces.
• AI Notetaker add-on: $49/user/mo (introductory rate).

14-day free trial, no credit card. Prices checked on 6 October 2026.

Strengths

• Household records and advisor-specific pipelines come standard, with no customization to approximate them.
• Custodian and planning integrations (Schwab, Fidelity, Addepar, MoneyGuide) cover common advisor data flows.
• Workflows automate task assignment from the Pro plan up.
• Mobile apps give access to client records outside the office.
• Enterprise adds SSO and unlimited workspaces for multi-office firms.

What to consider

• Workflows, two-way email sync and broadcast email require Pro at $75.
• Basic allows one pipeline and 2 GB of storage.
• The AI Notetaker costs $49/user/mo on top of the plan, and that is an introductory rate.
• Dashboards and workspaces need Premier at $99.
• The vendor's pricing page lists no annual discount.

Bottom line

Shortlist Wealthbox if you run an advisory practice and want custodian integrations out of the box. Price your real stack: most firms need Pro for workflows, and the AI Notetaker nearly doubles the Basic seat cost.