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Wealthbox

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4.6 out of 5 stars
109 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.6
Serving customers since
2014
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Wealthbox CRM

109 reviews

CRM for Financial Advisors

Profile Name

Star Rating

91
11
2
3
2

Wealthbox Reviews

Review Filters
Profile Name
Star Rating
91
11
2
3
2
Scot W.
SW
Scot W.
Partner at Providers & Families Wealth Management | providersandfamilies.com
10/02/2023
Validated Reviewer
Verified Current User
Review source: Organic

Affordable yet powerful CRM.

|Wealthbox CRM
The interface is intuitive and user-friendly. It's easy to keep track of notes and client data, and generally easy to export it to other software when needed.
James R.
JR
James R.
Chief Investment Officer at JQR Capital Management, LLC - Investment Research Transforming Your Future
08/10/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great user interface. Loads of integrations. Valuable price point.

|Wealthbox CRM
Great user interface. Loads of integrations. Valuable price point.
DG
David G.
08/06/2023
Validated Reviewer
Verified Current User
Review source: Organic

After 13 years in my field, Wealthbox is easily the best CRM and Workflow system I've ever used.

|Wealthbox CRM
Intuitive and easy to use. It has 95% of everything I could hope for in a CRM and Workflow management system.

About

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HQ Location:
United States, US

Social

@Wealthbox

What is Wealthbox?

Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Details

Year Founded
2014