Wealthbox
Wealthbox is an AI-powered CRM platform purpose-built for financial advisors, serving RIAs, broker-dealers, banks, and family offices with 150+ integrations. It is the #1 rated CRM for advisors on G2 and market share leader among RIAs per Kitces.
- Company typePrivate
- Founded2014
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Wealthbox does
Wealthbox is a privately-held, AI-powered CRM platform purpose-built for financial advisors. Founded in 2014 (formerly Starburst Labs, Inc.) and headquartered in Providence, Rhode Island, the company serves registered investment advisors (RIAs), broker-dealers, large wealth management firms, banks, family offices, and trust companies. According to the Kitces AdvisorTech Report, Wealthbox has become the market share leader among RIAs, overtaking Redtail, and holds the #1 CRM ranking for financial advisors on G2 in 2023, 2024, and 2025. The company is SOC 2 Type 2 certified, with 256-bit encryption and a documented public API.
The core platform delivers contact and household management, two-way email sync with open and click tracking, customizable drag-and-drop workflows, opportunity pipeline management, dynamic reporting, and mobile applications for iOS and Android. It integrates with more than 150 custodial platforms and wealthtech applications including Schwab Advisor Center, Fidelity Wealthscape, LPL ClientWorks, Orion, Black Diamond, eMoney, and RightCapital. Recent product development has concentrated on AI capabilities: AI Notetaker (launched October 2025) for meeting transcription and summaries at $49/user/month, and AI Assistant, AI Agents, and Playbooks (announced March-April 2026) for autonomous task execution and workflow automation. The June 2026 launch of Custom Objects (up to 200 custom fields per object type) narrows the customization gap with Salesforce for enterprise clients.
Wealthbox monetizes through tiered per-seat SaaS subscriptions — Basic ($59/user/month), Pro ($75/user/month), Premier ($99/user/month) — plus the AI Notetaker add-on and custom-priced Enterprise contracts with multi-year terms. The go-to-market combines product-led growth (14-day free trial, self-service signup) with consultative enterprise field sales. Named enterprise customers include Gradient Financial Group (2,000+ users across 13 companies), Sanctuary Wealth (670 users), and Wedbush Wealth Management. In June 2025, the company secured a $200 million growth equity investment from Sixth Street Growth to accelerate product development, integrations, and expansion into larger advisory firms; the company also expanded into Canada in April 2025 with in-country AWS data hosting.
Wealthbox firmographics
Firmographics- Name
- Wealthbox
- Legal name
- Wealthbox, LLC
- Website
- http://www.wealthbox.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Wealthbox is an AI-powered CRM platform purpose-built for financial advisors, serving RIAs, broker-dealers, banks, and family offices with 150+ integrations. It is the #1 rated CRM for advisors on G2 and market share leader among RIAs per Kitces.
- Ownership category
- akta.pro rank
Wealthbox industry classification
Industry- Product category
- Wealth Management CRM Software
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Wealthbox is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wealthbox business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- CRM Software Subscription: Wealthbox generates revenue primarily through SaaS subscription pricing with tiered plans (Basic, Pro, Premier, Enterprise) billed monthly or annually per user. Additional revenue from AI Notetaker add-on at $49/user/month.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Basic - Starter CRM for individual advisors or small practices |
| Per seat | Monthly | Pro - Core CRM features for growing advisory firms |
| Per seat | Monthly | Premier - Advanced features for power users and established practices |
| Subscription | Multi-year contract | Enterprise - Customizable, multi-workspace solution for large firms |
| Per seat | Monthly | AI Notetaker Add-On |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Wealthbox product offering
Product offeringCore offering
Wealthbox provides an AI-powered CRM workspace purpose-built for financial advisors, RIAs, broker-dealers, banks, family offices, and trust companies. Its core offering combines contact and household management, two-way email sync, opportunities pipeline management, automated workflows, dynamic reporting, mobile apps for iOS and Android, and AI capabilities (AI Notetaker, AI Assistant, AI Agents) on a per-seat subscription model with tiered pricing. The platform integrates with 150+ custodial and wealthtech applications and offers a documented API for enterprise integrations.
Product overview
Wealthbox is a purpose-built AI-powered CRM workspace for financial advisors, offering a unified platform combining contact management, workflow automation, advanced reporting, and AI-powered tools. The core Wealthbox CRM platform ($59-$99/user/month for Basic through Premier tiers, plus Enterprise) integrates with over 150 custodial platforms and wealthtech applications. The product portfolio includes the core CRM, AI Notetaker add-on ($49/user/month) for meeting transcription and summaries, AI Assistant chatbot, AI Agents for autonomous task execution, Playbooks for workflow automation, Custom Objects for enterprise customization, a public API for enterprise integrations, and companion mobile apps for iOS and Android. The platform positions itself as the #1 rated CRM for financial advisors on G2 and has achieved SOC 2 Type 2 certification.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealthbox CRM AI-powered CRM workspace for financial advisors providing contact management, two-way email sync, opportunities pipeline, workflows, tasks, calendar, dynamic reporting, and access to AI Notetaker, AI Assistant, and AI Agents. Sold on per-seat tiered subscription (Basic $59, Pro $75, Premier $99 per user/month) plus custom Enterprise plans for advisory firms, RIAs, broker-dealers, banks, family offices, and trust companies.
- AI Notetaker AI-powered meeting assistant that automatically records, transcribes, and generates actionable notes from client meetings, with collaborative sharing and task suggestions. Offered as a paid add-on at $49 per user per month (special introductory rate) for Wealthbox CRM subscribers.
- AI Assistant and AI Agents AI Assistant chatbot with pre-built workflow prompts for advisors, plus AI Agents that execute autonomous background tasks such as daily client touchpoint summaries, moving the platform from system of record to system of action. Part of the 2026 AI capability expansion.
- Playbooks AI-powered workflow automation feature that allows advisors to create and execute multi-step processes such as client onboarding with a single click, monitoring advisor workloads and surfacing next-best actions. Part of the 2026 AI capability suite.
- Custom Objects Customization capability enabling Wealthbox Enterprise customers to create custom object types (up to 200 fields per object, with 2M records supported) to track data beyond standard CRM fields, addressing enterprise customization requirements.
- Wealthbox API A fully documented API with customized endpoint options for enterprise firms to extend and integrate Wealthbox CRM with their advisor platforms, supporting enterprise-level customizations including SFTP account backups and nightly SFTP report delivery.
- Wealthbox Mobile App Companion mobile application for iOS and Android providing full CRM functionality including notes, tasks, events, workflows, and custodial integrations on the go. Rated as the highest-rated CRM mobile app for wealthtech advisors on G2.
Quantifiable outcome
- 20-advisor firm pays ~$18,000/year on Wealthbox Pro vs ~$42,000/year for Salesforce Enterprise before add-ons, implementation, and admin costs
Companies that use Wealthbox
Customer profileNamed customers9 records
Segments6 records
Ideal customer profiles5 records
Wealthbox technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration172 records
AI capability9 records
Feature8 records
Wealthbox partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Amplify TechnologycoreNew integration enabling client data from Wealthbox to flow directly into Amplify's multi-custodial platform for digital onboarding, account opening, investment management, trading, and performance reporting. Eliminates duplicate data entry by automatically populating onboarding fields.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
Wealthbox competitors and assessment
Company assessmentDirect peers
- Redtail CRM: Advisor-specific CRM platform owned by Orion Advisor Tech; was the RIA market share leader before Wealthbox overtook it per the Kitces AdvisorTech Report, making it the most direct competitor in the same product category.
- Junxure (AdvisorX): CRM platform purpose-built for financial advisors with workflow automation and client management features; directly competes with Wealthbox in the RIA and independent advisor segment.
- Practifi: Advisor-focused CRM and practice management platform serving RIAs and wealth management firms with similar client relationship and workflow capabilities as Wealthbox.
Broad incumbents
- Salesforce Financial Services Cloud: Enterprise CRM platform with a dedicated Financial Services Cloud offering for wealth management firms; competes head-to-head with Wealthbox in the enterprise broker-dealer segment with deeper customization and broader capabilities.
- Orion Advisor Tech: Broader wealthtech platform that owns Redtail CRM and offers integrated portfolio management, trading, and CRM for advisors; competes as a multi-product suite versus Wealthbox's focused CRM approach.
- Microsoft Dynamics 365: General-purpose enterprise CRM used by some larger wealth management firms and broker-dealers; competes on enterprise capabilities, customization, and integration with Microsoft 365 ecosystem.
- SugarCRM: Enterprise CRM platform with customers in financial services; competes for mid-market and enterprise wealth management accounts but lacks Wealthbox's advisor-specific depth.
- Zoho CRM: Cost-effective general-purpose CRM used by smaller advisory firms; competes on price in the small-practice segment where Wealthbox Basic and Pro tiers also compete.
- HubSpot CRM: General-purpose CRM with marketing automation features used by some smaller financial advisory firms; competes at the low end of the market for budget-conscious practices.
Emerging players
- Envestnet | Tamarac: Wealth management platform offering CRM-adjacent advisor functionality (Tamarac) integrated with portfolio management and reporting; partial overlap with Wealthbox in enterprise RIA accounts.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Wealthbox social profiles
Digital presenceWealthbox compliance and trust
Trust signalCompliance2 records
Wealthbox financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealthbox leadership team
Management profileNumber of profiles
Profiles3 records
Wealthbox funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealthbox M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wealthbox
What does Wealthbox do?
Wealthbox provides an AI-powered CRM workspace purpose-built for financial advisors, RIAs, broker-dealers, banks, family offices, and trust companies. Its core offering combines contact and household management, two-way email sync, opportunities pipeline management, automated workflows, dynamic reporting, mobile apps for iOS and Android, and AI capabilities (AI Notetaker, AI Assistant, AI Agents) on a per-seat subscription model with tiered pricing. The platform integrates with 150+ custodial and wealthtech applications and offers a documented API for enterprise integrations.
Is Wealthbox a public or private company?
Wealthbox is a private company. It is classified as venture growth investor backed and is currently operating.
When was Wealthbox founded?
Wealthbox was founded in 2014. It employs 11 to 50 people.
Where is Wealthbox based?
Wealthbox is headquartered in New York, United States, in the North America region.
How does Wealthbox make money?
One revenue line is on record: CRM Software Subscription.
Who are Wealthbox's main competitors?
Direct peers on record are Redtail CRM, Junxure (AdvisorX) and Practifi. Broad incumbents are Salesforce Financial Services Cloud, Orion Advisor Tech, Microsoft Dynamics 365, SugarCRM, Zoho CRM and HubSpot CRM. Envestnet | Tamarac is listed as an emerging player.
Does Wealthbox have an API?
Yes. Wealthbox offers a fully documented API with customized endpoint options for enterprise firms to amplify their advisor platform services. The API supports enterprise integrations, with the Wealthbox API documentation available at https://www.wealthbox.com/api/. Additional API-related details include SFTP account backups and reports delivered nightly to SFTP destinations for enterprise customers. Developer documentation is at www.wealthbox.com/api.
What industry is Wealthbox in?
Wealthbox's product category is Wealth Management CRM Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its SIC code is 7372.