---
description: Detailed reviews on Wealthbox based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Wealthbox with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Wealthbox Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Wealthbox](/software/2057636/wealthbox)

# Wealthbox

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> Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers.
> 
> Verdict: Rated **4.7/5** by 145 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 145 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support Software | 4.5/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Starburst Labs

## Commercial Context

- **Starting Price**: US$59.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Calendar Sync
- Campaign Management Software
- Client Management
- Collaboration Tools
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management Software
- Drag & Drop
- Email Management Software
- Email Marketing Software

## Integrations (38 total)

- AWeber
- Asana
- Benjamin
- Blueleaf
- BombBomb
- Calendly
- CircleBack
- ComplianceHero
- Docusign
- Dropbox Business
- Evernote Teams
- Fidelity
- Formstack Forms
- Gmail
- GoTo Meeting

... and 23 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software

## Category

- [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)

## Alternatives

1. [Zoho CRM](https://www.getapp.ca/software/9908/zoho-crm) — 4.3/5 (6964 reviews)
2. [Maximizer CRM](https://www.getapp.ca/software/20482/maximizer-crm) — 4.1/5 (366 reviews)
3. [HubSpot CRM](https://www.getapp.ca/software/102533/hubspot-crm) — 4.5/5 (4451 reviews)
4. [Redtail CRM](https://www.getapp.ca/software/114375/redtail-crm) — 4.1/5 (85 reviews)
5. [eWay-CRM](https://www.getapp.ca/software/106997/eway-crm) — 4.5/5 (820 reviews)

## Reviews

### "Better Than Expected" — 5.0/5

> **Verified Reviewer** | *September 2, 2021* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Microsoft 365 email and calendar integration.
Email tracking when sent from Wealthbox.
Orion Integration
Charles Schwab Integration
iOS App (compared to Redtail)
Email templates
Notes templates
Can associate an email regarding a client record if it is not to/from a client.
Email associated users without the need of hosting another domain and all the setup.
Born in the cloud software.  Unlike their main competitor, Redtail, Wealthbox is designed from the beginning with integrations and APIs.
> 
> **Cons**: Cannot do boolean searches
Cannot search the entire database
No phone support
It costs more than Redtail
It does not calculate AUM.
Email formatting in Wealthbox is very limited. 
Email inbox cannot sync folders.
Email integration is very buggy and will leave emails in the inbox that cannot be moved or deleted.
> 
> Wealthbox definitely has room for improvement in the area of searching and email management. Still, it is easier to use and, in general, is more capable than its main competitor, Redtail.  I also like how most of their integrations are better than Redtail.  I believe that Wealthbox will only get better over time as they've always been cloud-based and don't carry around legacy on-premises code.

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### "Excellent CRM Platform for a Growing RIA" — 4.0/5

> **Sally** | *September 3, 2021* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: Wealthbox is extremely user-friendly and it's easy to use. The ability to link future tasks to client accounts is the most useful tool in my opinion.
> 
> **Cons**: The task list needs some improvement. I wish that it had features similar to Monday.com so that the team can easily know what everyone is working on, what we are stuck on etc. They offer an integration to Monday.com, but it requires another subscription to Zapier -- which is a confusing service that we aren't interested in using.
> 
> Wealthbox has given our firm organization with client management. The ability to take notes and set future tasks for clients allows us to strengthen relationships and keep our clients on track towards meeting their financial goals. We also like that this CRM system integrates with other technologies that we use on regular basis, such as Schwab Advisor Center and eMoney.

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### "Not a bad product for the price" — 3.0/5

> **Lorri** | *May 7, 2019* | Financial Services Software | Recommendation rating: 4.0/10
> 
> **Pros**: It's very affordable, which meets the needs of my small business.
> 
> **Cons**: I do not find the product intuitive to use, and record keeping and searching is a little difficult. I am actually looking at new products to fulfill the role that Wealthbox currently serves for my business.
> 
> It has been an okay product. Helps me meet compliance requirements, but I am ready to upgrade and find something that meets the needs of my business a little better.

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### "The Best CRM Available" — 5.0/5

> **Andy** | *September 2, 2021* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: WB helps me manage every aspect of my business relating to clients. It's so simple to use. I absolutely love the integrations that are available. The folks at Wealtbox also worked with a new provider that I use for email campaigns that saves me at least six hours every week\!
> 
> **Cons**: I can't think of hardly anything I don't like. I think the only negative is that I'd like it to be much simpler for me to notify staff of an update in WB. Right now, I have to put in my notes, click notify, and then scroll through my staff to find who to notify.
> 
> From day 1 when we started the free trial, it's been outstanding\! Email support is fast and always helpful. I've used two other CRMs and WB is far superior to both of them.

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### "Field Tested" — 4.0/5

> **Jack** | *September 2, 2021* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: Wealthbox is extremely easy to implement right out of the box. Customization is relatively simple. For most solo practitioners or small team, Wealthbox is really all you need.
> 
> **Cons**: Support is good but, slow. No user groups to bounce ideas and experiences off. No pre-made templates, which could be useful for customization.
> 
> I can describe my overall experience like this. I was a user of Redtail for almost two decades. I switched to Wealthbox when I went independent. I wish I had switched to Wealthbox 19-years earlier.

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## Links

- [View on GetApp](https://www.getapp.ca/software/2057636/wealthbox)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/wealthbox/> |
| en-AE | <https://www.getapp.ae/software/2057636/wealthbox> |
| en-AU | <https://www.getapp.com.au/software/2057636/wealthbox> |
| en-CA | <https://www.getapp.ca/software/2057636/wealthbox> |
| en-GB | <https://www.getapp.co.uk/software/2057636/wealthbox> |
| en-IE | <https://www.getapp.ie/software/2057636/wealthbox> |
| en-NZ | <https://www.getapp.co.nz/software/2057636/wealthbox> |
| en-SG | <https://www.getapp.sg/software/2057636/wealthbox> |
| en-ZA | <https://www.getapp.za.com/software/2057636/wealthbox> |

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