Tool profile
Wealthbox CRM
Modern, activity-stream-based CRM for advisory teams, a design-forward alternative to legacy advisor CRMs with broad third-party integrations.
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Best fit: 2–100 employees
Typical cost: $150/mo
Where BusinessAdvisor.Guide recommends Wealthbox CRM
This tool is curated in these industries. Whether our engine picks it depends on your team size — it competes against other tools in the same category.
| Industry | Category | Best fit | Cost |
|---|---|---|---|
| financial advisory firm | CRM for Financial Advisors | 2–100 employees | $150/mo |
Integrations
Commonly connects with these other tools in our curated stacks.
Replaces
This tool consolidates these traditional categories or point solutions.
- spreadsheet client tracking
- Redtail CRM (as a substitute, not an add-on)
- generic small-business CRM
Compare alternatives
Other tools in the same categories across our curated verticals.
| Tool | Best fit | Cost |
|---|---|---|
| Redtail CRM | 2–100 employees | $99/mo |