Wealthbox
Smart CRM for financial advisors
Wealthbox launched on December 6, 2015 with 71 votes, #923 of 3,505 launches that month and more than 50% of that year's launches. The site was still online in September 2026, 10 years on.
What it does
A single hub to collaborate on clients, automate busywork, and drive growth.
A platform that runs your firm. Organize clients, automate workflows, and keep everything moving with AI built in. AI, workflows, pipeline, reporting, email, and contact management, built natively into one system. No stitching together separate tools. Wealthbox AI knows your clients and helps you take action. It monitors activity, drafts follow-ups, and keeps your CRM up to date while you stay in control. Wealthbox surfaces what matters most to each person on your team, whether you’re a solo advisor or running a firm with hundreds. Wealthbox has the highest user adoption rating of any financial advisor CRM. Here’s why advisors stay and firms scale with us. Independently audited…from wealthbox.com
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