Work · alternatives · 2026
24 alternatives to Wealthbox
Smart CRM for financial advisors
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes. Wealthbox launched in 2015; newer entries below may have overtaken it.
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Smart investing made simpler (and prettier)
2016 · wealthsimple.com · its alternatives →
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Wealthsimple USA▲127Making smart investing simple, affordable, and beautiful
2017 · wealthsimple.com · its alternatives →
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Investor CRM 2.0▲186Easy to use Kanban board for raising capital.
2016 · foundersuite.com · its alternatives →
- 14
Acorns▲179Automated portfolio management monitoring your investments
2014 · acorns.com · its alternatives →
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Get a free analysis of all of your investment accounts!
2016 · wealthfront.com · its alternatives →
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Finbox▲16Accurate, beautiful and collaborative financial models
2016 · finbox.com · its alternatives →
- 18
Robo advisor for retirees
2016 · truelinkfinancial.com · its alternatives →
- 19
PennyWhale▲67A search engine for fundamental financial data
2014 · pennywhale.com · its alternatives →
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WorkinBox▲54Mobile Inbox for Salespeople (Email + CRM in one place)
2014 · workinbox.com · its alternatives →
- 23
SmartUp▲87A mentoring and business simulation app by Founders Forum
2015 · smartup.io · its alternatives →
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Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →