Wealthbox
Cloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.
wealthbox.comWealthbox is a customer relationship management system built for financial advisors. It tracks households and notes, runs task workflows, follows prospects through an assets-under-management pipeline, and syncs email and calendars to client records. The company also lists an AI assistant, a notetaker and a file vault.
Wealthbox, LLC says it holds SOC 2 Type II certification. In June 2025 it announced a $200 million strategic majority investment from Sixth Street Growth, according to trade press.
What it does
- Contact and household records
- Workflow automation
- AUM pipeline tracking
- Email and calendar sync
- AI notetaker
- Document vault
Works with
Integrations
- Addepar
- Altruist
- Black Diamond
- Envestnet
- MoneyGuide
- RightCapital
- eMoney
- Nitrogen
- Charles Schwab
- Fidelity
- LPL ClientWorks
- DocuSign
As listed by Wealthbox.
Named by others in this directory
Coverage
- Small RIAs get a $4,800 Claude offer from Schwab, but the seat minimum remains
Financial ADVSR, Oct 29
- Claude for Financial Advisors comes with a 20-seat Enterprise floor
Financial ADVSR, Oct 22
Others in CRM
All CRM vendors- AdvisorEngine CRMCRM from AdvisorEngine, formerly sold under the Junxure name.
- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- RedtailCRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.