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Wealthbox

CRM built for financial advisors

AI Sales Ops
For AI agents
APICapable readiness
About

What is Wealthbox

Wealthbox is a CRM built specifically for financial advisors, handling client relationship tracking, task organization, workflow automation, and report generation with visualizations in one place. It targets SMB and mid-market advisory firms — from solo advisors to broker-dealers and family offices — where RevOps and account-facing roles need a shared system of record. The standout capability is its Activity Stream, which gives the whole team a collaborative, social-style feed of client interactions and firm updates rather than siloed notes. Portfolio data integration and estate and financial planning management extend it beyond a generic CRM into advisory-specific territory. That said, if your firm sits outside financial services, Wealthbox's domain-specific design becomes a constraint rather than an asset — it is not a general-purpose CRM.

AI Sales OpsCRM
Capabilities

Key features

CRM

system of record for contacts, deals, and pipeline

Also ships

mobile app

Our verdict

Vanderbuild take

Wealthbox is a domain-specific CRM for financial advisory teams — if you're in RevOps or an account-facing role at a wealth management firm, it covers the core relationship and workflow loop without requiring heavy configuration. On the agentic side, the API is available and the readiness is rated Capable, meaning you can wrap it into your own MCP layer or automation stack without too much friction — MCP status is unconfirmed natively, so you'd be building that bridge yourself. At $59/seat to start, it's affordable for small teams, though seat-based pricing adds up as headcount grows. The honest limitation here is vertical lock-in: the estate planning, financial planning, and portfolio integration features are genuinely useful inside wealth management, but they make Wealthbox a poor fit for any advisory practice outside that narrow domain.

Mateusz Sekta
Founder, vanderbuild
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Our Resources

The wedge

Agentic stack profile

API
REST

Programmatic access available.

REST API — straightforward to call from any agent or workflow tool. Rate limits and auth vary by plan.

API docs →
Agentic readiness
Capable

Solid API access — wraps cleanly for agent use.

Solid REST or SDK access. No MCP server yet, but easy to wrap in custom agent tooling. Most modern SaaS tools land here.

Stack role
CRM

Where this tool slots into an agentic pipeline.

Plays the role of CRM in an agentic pipeline. Use it to be the system of record for contacts, deals, and pipeline.

Compare

Wealthbox alternatives

Tools that solve a similar problem — compared at a glance.

Wealthbox(this tool)
Pricing
Seat-based
Budget
$$
Best for
RevOps, Account Executive
Readiness
Capable
API
REST
Livespace
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Seat-based
Budget
$
Best for
RevOps, Founder
Readiness
Capable
API
REST
Pipedrive
Pricing
Seat-based
Budget
$
Best for
RevOps, Founder
Readiness
Capable
API
REST
Answers

Frequently asked questions

Does Wealthbox have a public API?

Yes — Wealthbox ships a REST API. Docs: https://dev.wealthbox.com/.

How much does Wealthbox cost?

Wealthbox: pricing is seat-based, expect mid tier ($$) spend. Full pricing page: https://www.wealthbox.com/pricing/.

Who is Wealthbox best for?

Wealthbox is built for RevOps, Account Executive. Fits SMB (1-50), Mid-market (50-500)-sized teams.

How well does Wealthbox fit an agentic sales stack?

Tier: Capable. Solid public API, no MCP yet — straightforward to wrap in your own agent tooling.