Wealthbox is #1

Top rated. Easiest to use. Highest adoption. Most popular.
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Software Reviews

Wealthbox is rated #1 by financial advisors

Advisors have spoken on leading review sites.

Wealthbox user review site ratings

Wealthbox user review site ratings

Leading Review Site

Wealthbox is the #1 CRM on G2.com reviews

The leading software review site shows the winner in wealth-tech.

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WEALTHBOX: “MARKET LEADER”

“Wealthbox has surpassed Redtail adoption in the RIA channel…”

Source: Kitces AdvisorTech Report, August 2023

Wealthbox is the fastest-growing CRM in the market

RIA Market Share: Growth Rates 2024 – 2025

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Redtail-Market-Share-Decline

AdvisorEngine-Market-Share-Decline

Source: T3 / Inside Information Survey, March 2025

CRM Vendor Analysis

“Wealthbox is attracting the most attention from advisory firms looking to switch CRMs.”

“We find that nearly 14% of Redtail users are thinking about switching to Wealthbox…”

Source: T3 / Inside Information Survey, March 2025

User Adoption Reporting

Wealthbox is ranked #1 for user engagement at integrated custodians

Advisors love custodial integrations with Wealthbox. For instance, at Schwab Advisor Services, Wealthbox is ranked #1 out of 9 CRM vendors for user engagement based on a March 2024 integration report prepared for Wealthbox by Schwab.

Wealthbox is the number 1 rated CRM at Charles Schwab Advisor Services

“When we switched, CRM user adoption increased and every single branch office shared glowing feedback that they preferred Wealthbox over Salesforce.”

Jack McCormack

Managing Director at Sanctuary Wealth

500 users on Wealthbox

Compare the best vs. the rest

It’s a CRM showdown in wealth-tech.

Wealthbox vs Redtail

Clunky? Glitchy? Don’t let Redtail CRM hold you back. Experience the “aha moment” of Wealthbox.

Wealthbox vs Salesforce

Goodbye bloat and complexity. Hello simplicity. Increase team user adoption and productivity.

Wealthbox vs AdvisorEngine / Junxure

Desktop version sunsetting? Cloud version gotcha down? Get a better CRM.

Wealthbox vs SmartOffice

The old versus the new, and the modern CRM is winning with design elegance.

Wealthbox vs Practifi

Pay way less for an intuitive CRM that’s not a bulky Salesforce overlay.

Wealthbox vs Act!

They had a good run, but for financial advisors, it’s a new day in CRM.

Wealthbox vs Salentica

Outdated and bloated? Discover a modern CRM that just works beautifully.

Wealthbox vs Advyzon

Get a full-featured CRM that’s easier to use and better for team collaboration.

Wealthbox vs Microsoft Dynamics

Don’t get tied up in bloated features and complexity. Explore modern CRM.

Wealthbox vs Advisors Assistant

Going, going… just about gone. Upgrade to a modern CRM to build your practice.

Wealthbox vs Bill Good

Get a modern CRM that’s easy to use and focused on client management.

Switching to the #1 CRM
for RIAs is easy

Wealthbox has the team and tools to make the switch from your current CRM truly simple. It’s a secure and well-honed migration process that includes an assigned specialist who is there every step of the way. It’s fast and easy!

Image of folders representing the easy data migration from your CRM to Wealthbox

What advisors say…

“We were blown away by the level of migration support that the Wealthbox team extended to us when switched.”

Catherine Chaney Bowman

DMK Advisor Group

“Shout out to Wealthbox for having awesome migration services! Their team offered ‘hands-on’ assistance.”

Charesse Spiller

Fintech Consultant at Level Best

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Image of Amber, Head of Customer Migrations at Wealthbox