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Wealthbox

Wealthbox

CRM for Financial Advisors

1.6K ratings
38 reviews
💼 Business
Free

Details

  • Released
  • Updated
  • January 10, 2019
  • July 17, 2026

Features

Developer

Starburst Labs, Inc.
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About

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

✓Client relationship management
✓Contact management with quick actions
✓Redesigned calendar and task management
✓Activity stream for collaboration
✓Secure login with biometric support
✓Portfolio integrations
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What users say

Summarized from real user reviews of Wealthbox. Based on 1.6K reviews and a 4.8/5 average, it highlights the 6 positives and 7 negatives reviewers mention most about this Business app.

Positive things

  • 🚀Game changer
  • 👍Great interface
  • 👍Intuitive and easy to use
  • 👍Excellent design
  • 👍Flexible and easy to use
  • 👍Beautiful platform with all the features

Negative things

  • 🐛Constantly crashes
  • 🐛Problems loading and glitches
  • 🐛Paid integration not working
  • 🐛Horrible phone app
  • 🐛Cumbersome to use vs browser version
  • 🐛Freezes after login
  • 🐛Worthless mobile app
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+2

What's New in Wealthbox

2.10.8

July 17, 2026

• Bug fixes & performance improvements

User reviews

Most RecentHighest RatedLowest Rated

Support is Horrible

We had to fire RedTail. We hired Wealthbox because they seem to be the best option. The conversion was easy. But whenever we have a tech problem, you get caught in a tailspin of email support. There is no phone number to call where you can get a quick and easy fix. You have to spend hours going back and forth over emails in an attempt to fix the problem.

Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.
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t2hickst2hicks

More than a CRM

Best CRM I’ve worked with over my 30+ yr career! Keeping the team in the loop at all times!
Kory AZKory AZ

Glorified web app

It is pretty apparent when using this app that it’s just a web app in a native wrapper.

Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines.
ChicagoLKChicagoLK

PAID email integration hasn’t worked in 10 months

10 Months in with the same problem.

Title says it all. They’re either incompetent or don’t care.

This has already been brought to support’s attention with no solution offered.
RobF333RobF333

Response from developer

Hi there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to look into this for you!

Face ID Issues

The Face ID gives the Opps Something Went Wrong constantly. Has been doing this for a while now with no fix. Uninstalled and it still does this. Was working fine and now does not. Several folks in our office are having the same issue.
I don’t want to add nicknameI don’t want to add nickname

Response from developer

Hi there! Sorry to see you're having trouble with Face ID. Please contact support@wealthbox.com and we'll be happy to look into this for you!

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User experience

🐞

Reported Bugs

3 issues

Paid integration not working for 2 months

Bug

Phone app crashes, freezes, or doesn't load

Bug

App freezes 5 seconds after login

Bug
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Requested Features

4 requests

Better integration with phone, maps, etc.

Feature

Customizable bottom tabs

Feature

Ability to increase font size

Feature

Email-only app with advanced features

Feature

FAQ

What does Wealthbox do?

Wealthbox is a mobile CRM application designed for financial advisors. It helps you manage your client relationships, track firm activities, and organize your practice. The app syncs seamlessly with the web-based Wealthbox CRM.

What are the key features of Wealthbox?

Key features include secure login with biometric support, contact management with quick actions like click-to-call and photo uploading, a redesigned calendar with multiple views, a 'Today View' for urgent items, an activity stream for collaboration, and tools for task, opportunity, and project management.

Is Wealthbox free to use?

The Wealthbox mobile app is free to download and use. It serves as a companion to the web-based Wealthbox CRM, which may have its own subscription model. The app itself does not have ads or in-app purchases.

What devices is Wealthbox compatible with?

Wealthbox is a mobile application, implying compatibility with iOS and Android devices. It is designed to sync data with the web-based Wealthbox CRM, suggesting it works across platforms where the web version is accessible.

How can Wealthbox help financial advisors manage their practice?

Wealthbox streamlines practice management by providing tools for client contact management, scheduling appointments, tracking tasks, managing business opportunities, and organizing projects. The activity stream also facilitates collaboration within the firm.