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Wealthbox CRMModern cloud-based CRM and AI workspace for financial advisors and wealth managers. Founded by John Rourke and Dan Ferranti. Raised $200M in June 2025. Known for sleek UI and strong integrations. Growing rapidly among independent RIAs. Consider a Site Sponsor instead Nanoconda Directory Listing →Consider a Site Sponsor instead NinjaTrader Directory Listing →Consider a Site Sponsor instead Ninja Mobile Trader Directory Listing →Reputation & Trust25000Users
OverviewProducts & ServicesWealthbox BasiccrmStarter CRM: contact/household management, Wealthbox Mail, task management, calendar, basic workflows, 1 opportunity pipeline, automated reports. 2GB storage.
$59 / month
14-day trial
Wealthbox ProcrmCore CRM: 5 contact roles, 5 teams, 5GB storage, 3 opportunity pipelines, dynamic reports, workflow milestones.
$75 / month
14-day trial
Wealthbox PremiercrmAdvanced: unlimited contact roles and teams, 5 workspaces, 10GB storage, AI for Reports, charts and graphs, role-based homepages.
$99 / month
14-day trial
Wealthbox AI NotetakercrmAdd-on: auto-records, transcribes, and generates actionable meeting notes from client calls.
$49 / month
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