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wealthbox.com
Wealthbox
Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows.
Visit wealthbox.com ↗ What it costs
- 14-day trialprice, as published
- Oct 21, 2026read on
What Wealthbox costs
- Basic $59 / month
- Pro $75 / month
- Premier $99 / month
- Enterprise Not published
As wealthbox.com publishes them, read Oct 21, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.
Its statement
- Free plan
- No
- Free trial
- Yes
- Runs on
- iPhone Android Web
- Facts on record
- 45
Facts we read
- AI AssistantThe AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval. · help.wealthbox.com, Oct 21, 2026
- AI featuresYes · wealthbox.com, Sep 23, 2026
- AI Notetaker updateA July 15, 2026 release added financial-account context, prompt editing, flexible call recording, branded notetaker identity and proposed CRM updates from meeting content. · wealthbox.com, Oct 21, 2026
- API documentationDeveloper documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint. · dev.wealthbox.com, Oct 21, 2026
- API throttlingAPI access tokens are limited to one request per second over a five-minute sampling period, with short bursts allowed. · dev.wealthbox.com, Oct 21, 2026
- Chrome extensionThe Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in. · help.wealthbox.com, Oct 21, 2026
- Company ownershipLinkedIn identifies Wealthbox as owned by Starburst Labs, Inc. · linkedin.com, Oct 21, 2026
- Contact managementThe CRM stores client details, communication history, financial data and household relationships in a searchable hub. · wealthbox.com, Oct 21, 2026
- Dashboards and reportingUsers can create custom reports, charts and dashboards, with Wealthbox AI generating reports from natural-language descriptions. · wealthbox.com, Oct 21, 2026
- Email syncYes · wealthbox.com, Sep 23, 2026
- Email synchronizationWealthbox can connect inboxes so emails, meetings and follow-ups associate with client relationships. · wealthbox.com, Oct 21, 2026
- FoundedWealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. · wealthbox.com, Oct 21, 2026
- Free planNo · wealthbox.com, Sep 23, 2026
- Free trialYes · wealthbox.com, Sep 23, 2026
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