Wealthbox
www.wealthbox.com · Wealth Management
Pricing: Free trial, from $59/user/mo. Check current pricing →
CRM with AI notetaker for financial advisors.
What it does
Wealthbox is a CRM built for financial advisors, providing contact and pipeline management, workflow automation, and an AI notetaker that records, transcribes, and generates notes for client meetings. It offers 150+ integrations across the advisor tech stack.
✓ Best for
Advisory firms wanting an advisor-focused CRM with built-in AI notetaking.
Capabilities
Contact and client data managementPipeline and opportunity trackingWorkflow automationAI notetaker for meeting transcription and notes150+ integrations
Checked against www.wealthbox.com on 2026-06-26.
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