Financial advisors · Best for independent advisors
Wealthbox review
A fast, friendly CRM built for RIAs and independent advisors.
Who it's for
RIAs that want a CRM advisors enjoy using.
Who should skip it
Enterprise wealth firms with heavy compliance workflows.
Pros and cons
Pros
- Clean, fast interface
- Published pricing
Cons
- Lighter reporting than enterprise tools
Pricing
Wealthbox starts at $59/user/mo on the Basic plan. Published
See every Wealthbox plan, hidden costs and first-year cost
Integrations
Google WorkspaceMicrosoft 365
Best fit: 1–100 users.
Wealthbox compared
Wealthbox alternatives
| CRM | Starting price | Best for |
|---|---|---|
| RedtailBest low-cost advisor CRM | $39/user/mo | 1–5 users |
| Salesforce Financial Services CloudBest for enterprise wealth firms | $325/user/mo | 50+ users |