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.

1. 1
   Wealthsimple 2.0▲75

   Smart investing made simpler (and prettier)

   2016 · its alternatives →

2. 2
   WealthBot.io▲87

   Open source wealth management platform

   2015 · its alternatives →

3. 3
   Wealthsimple▲108

   Smart investing made simple

   2014 · its alternatives →

4. 4
   BillGuard▲154

   The Smart Inbox For Your Money

   2014 · its alternatives →

5. 5
   Wealthsimple USA▲127

   Making smart investing simple, affordable, and beautiful

   2017 · its alternatives →

6. 6
   Penny▲245

   A personal finance coach that's simpler than Mint

   2015 · its alternatives →

7. 7
   Path, by Wealthfront▲218

   Automated financial planning

   2017 · its alternatives →

8. 8
   Wealthfront▲176

   Automated, low cost investment service

   2014 · its alternatives →

9. 9
   MatchBoard▲65

   Where the smart money meets the smart people

   2016 · its alternatives →

10. 10
    Customeed▲81

    The most comfortable CRM on Earth

    2014 · its alternatives →

11. 11
    Investor CRM 2.0▲186

    Easy to use Kanban board for raising capital.

    2016 · its alternatives →

12. 12
    Acorns▲179

    Automated portfolio management monitoring your investments

    2014 · its alternatives →

13. 13
    Visible 2.0▲133

    Modern investor relationship management

    2015 · its alternatives →

14. 14
    Wealthfront Portfolio Review▲107

    Get a free analysis of all of your investment accounts!

    2016 · its alternatives →

15. 15
    Hummings▲117

    A personal finance companion to help you spend smarter

    2016 · its alternatives →

16. 16UW
    Use wealthbot.io to easily setup your own portfolio management platform▲114

    2015 · github.com · its alternatives →

17. 17
    Finbox▲16

    Accurate, beautiful and collaborative financial models

    2016 · its alternatives →

18. 18
    True Link Financial Advisors▲113

    Robo advisor for retirees

    2016 · its alternatives →

19. 19
    NinjaOutreach▲106

    Prospecting and outreach CRM

    2015 · its alternatives →

20. 20
    WorkinBox▲54

    Mobile Inbox for Salespeople (Email + CRM in one place)

    2014 · its alternatives →

21. 21
    Nutmeg▲75

    Online Investment Management

    2014 · its alternatives →

22. 22
    Tiny Bank Beta▲127

    An inbox for your money

    2016 · its alternatives →

23. 23
    Bad Ass Advisors▲133

    Connecting bad ass advisors to bad ass companies

    2015 · its alternatives →

24. 24
    WiseCash▲71

    Master your cash-flow

    2013 · its alternatives →

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 →