Products / Broker CRM / Agency Management Systems

Wealthbox

Public facts

Advisor CRM for wealth and life practices

AI-oriented CRM for financial advisors and RIAs, with households, workflows, pipeline, and 150+ integrations—not a group-benefits AMS.

Visit wealthbox.com

Overview

Wealthbox is a CRM workspace marketed to financial advisors, RIAs, and advisory firms. Official pricing (wealthbox.com/pricing) lists Basic $59, Pro $75, and Premier $99 per user per month, plus an AI Notetaker add-on at an introductory $49 per user per month, and a 14-day free trial. The homepage emphasizes client/household records, workflow automation, opportunities, email and calendar sync, mobile apps, dashboards, SOC 2 Type II, 256-bit encryption, and audit trails. Wealthbox says it has 150+ integrations and positions itself against Salesforce and Redtail for advisors. Category candidates flag it as closer to life/wealth than group benefits.

Why it matters Life and wealth producers in a benefits shop may already run Wealthbox; it will not administer group medical plans.

Target buyer: RIAs, wealth managers, and life/financial-advisor teams; only a stretch CRM for pure group-benefits brokerages.
Pricing model: Published per-user monthly plans plus AI Notetaker add-on; Basic $59, Pro $75, Premier $99 per user/month on the official pricing page. Enterprise is custom on third-party summaries; confirm on wealthbox.com. AI Notetaker introductory add-on $49/user/month. 14-day trial.
Availability: National
Research: Last researched 2026-08-23; Agent-strong category

Key features

Household and relationship-centric contact model
Workflows, tasks, and automation
Opportunity / AUM pipeline
Email and calendar sync; Wealthbox Mail on higher plans (pricing-page plan comparison)
Wealthbox AI assistant and background agents
SOC 2 Type II, encryption, role-based access, and full audit trails

Integrations

150+ named as a class on the homepage (custodians, financial-planning, email, compliance tools)
Open API and SSO
Migration paths marketed from Salesforce, Redtail, Outlook, and CSV

Overview

Wealthbox markets a single workspace for advisors: contacts and households, notes and activity, workflows, pipeline, reporting, and AI that drafts follow-ups and keeps records current (vendor). Role pages exist for advisors, firm leaders, compliance, operations, marketing, and technology.

Security statements: SOC 2 Type II, 256-bit encryption in transit and at rest, full audit trails, role-based access.

Adoption claims (“highest user adoption rating of any financial advisor CRM”) are vendor marketing.

Key Capabilities

Household-aware CRM rather than a flat B2B account model.
Workflow engine for onboarding and service (Pro+ on common plan grids).
Pipeline for prospects and AUM opportunities.
Mobile apps for notes and tasks.
AI: in-app assistant plus optional Notetaker add-on.
Compliance-oriented archiving and searchable history.

Integrations & Ecosystem

150+ integrations (homepage). Open API, SSO. Switcher pages vs Salesforce and Redtail. A full integration directory was not enumerated in this pass.

Pricing

Official pricing page (2026 search/index of wealthbox.com/pricing):

Basic: $59 per user / month
Pro: $75 per user / month
Premier: $99 per user / month
AI Notetaker add-on: $49 per user / month introductory

14-day free trial. Confirm current Enterprise and annual-discount language on the live page.

Notes & Limitations

Not built for group census, 834, or carrier commission statements.
Low-confidence fit for employee-benefits agencies unless they also run a wealth/life book.
“National” / global advisor SaaS.

Sources

Tags: Wealthbox · advisor CRM · RIA · wealth management · life insurance