Wealthbox review

Wealthbox is a CRM for financial advisory firms, built around client records, workflows, prospect pipelines, and activity tracking. It organizes clients and households with related contacts, notes, history, and tasks, then keeps emails and calendar activity with client records through syncing. Firms can track opportunities, including assets-under-management prospects, and use dashboards and reports to review activity and performance. Wealthbox says it offers mobile apps and connects with more than 150 integrations.

The product also includes AI features for monitoring activity, drafting follow-ups, and helping keep records current. The pricing page separately lists an AI Notetaker add-on at $49 per user per month. That is a meaningful distinction: the plan list does not say the Notetaker is included in a base subscription.

Wealthbox is not a free CRM. The listed plans start at $59 per user per month, and the pricing page does not publish annual rates or discounts.

Workflows and integrations are the clearest reasons to consider Wealthbox. The Pro plan, at $75 per user per month, adds workflows and automations, two-way email sync, broadcast email, and three opportunity pipelines. Basic costs $59 per user per month and includes contact and household management, task management, one pipeline, and 2 GB of file storage. For firms that need repeatable service tasks assigned across a team, those workflow features are more relevant than a generic contact database.

The integration story may also matter when replacing an existing advisor stack. Wealthbox says it connects with more than 150 integrations. In one Reddit discussion, an advisor described integrations with RightCapital as a reason to reconsider Wealthbox; another commenter said the CRM worked well for simple workflows and task assignment. A different commenter said Wealthbox’s integrations were a strength compared with a newer, AI-first alternative.

That does not mean it is the right fit for every firm. But if your current problem is disconnected client records, email, and service tasks—not a demand for one system to handle every function—Wealthbox’s mix of CRM basics and workflow tools is a plausible fit.

The price climbs quickly per seat, and the plan caps matter. Pro is $75 per user per month for three opportunity pipelines; Premier is $99 for five workspaces and 10 GB of storage, plus customizable dashboards and shared workflow templates. Basic has one pipeline and 2 GB. Enterprise pricing is not published, even though the plan adds SSO, unlimited workspaces, a dedicated account manager, and priority support. The pricing page does not state annual discounts or a free trial. Vault is another listed add-on, at $29 per user per month; the AI Notetaker is $49.

Some advisors also find the way records and households are organized awkward. In one r/CFP thread, users disagreed: one said household navigation and note uploads felt unintuitive, while another said individual records flow to the household. A firm that depends on multigenerational household views should check that structure before moving data.

There are trade-offs beyond usability. In a Reddit discussion comparing Wealthbox with Advyzon, an advisor cited lack of integrated performance reporting as a reason they had initially chosen Advyzon. Another firm said its Wealthbox client feeds became cluttered with open, closed, and workflow tasks. Moving CRMs is itself a cost: users in these threads describe switching as painful, so compare the workflows you need before committing.

Wealthbox lists Basic at $59 per user per month, Pro at $75, and Premier at $99. That makes Pro $16 more per user than Basic, while Premier adds another $24. The Enterprise price is not published; firms have to ask Wealthbox. The listed prices are monthly, and the published pricing information does not state whether annual billing or discounts are available.

Basic includes contact and household management, tasks, one opportunity pipeline, and 2 GB of file storage. Pro adds workflows and automations, two-way email sync, broadcast email, and two more pipelines. Premier adds customizable dashboards and homepages, workflow template sharing, five workspaces, and 10 GB of storage.

Watch the add-ons: AI Notetaker is $49 per user per month, and Vault is $29. If you need either across a team, add the per-user cost to your plan budget. Enterprise includes SSO, unlimited workspaces, a dedicated account manager, and priority enterprise support, but its price is not stated.

The available published material does not state how long migration takes, what data Wealthbox exports, or whether it can import records and workflows from your current CRM. Before switching, ask for a sample export and confirm which fields, notes, activity history, attachments, tasks, pipelines, and household relationships carry over. Test email and calendar sync and any critical integrations before moving the whole firm.

Leaving can take more planning if your team relies on custom workflows, pipeline stages, or connected tools. Document those configurations and decide what needs to be rebuilt in the next CRM. The published published material includes no Reddit posts or comments, so we can’t attribute common reasons for leaving to Reddit users. Data portability details are also not published on the vendor's site. Get export terms and any assistance or fees in writing before committing; don’t assume that synced email or workflow setups transfer intact.