Wealthbox

Spec sheet

What it does

Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows.Read 21 Oct 2026 · linkedin.com

Free plan

NoRead 23 Sep 2026 · wealthbox.com

Integrations

Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars.Read 21 Oct 2026 · wealthbox.com

Security

Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions.Read 21 Oct 2026 · wealthbox.com

Support

The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support.Read 21 Oct 2026 · help.wealthbox.com

Headquarters

A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence.Read 21 Oct 2026 · bizjournals.com

Founded

Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014.Read 21 Oct 2026 · wealthbox.com

AI Assistant

The AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval.Read 21 Oct 2026 · help.wealthbox.com

AI features

YesRead 23 Sep 2026 · wealthbox.com

AI Notetaker update

A July 15, 2026 release added financial-account context, prompt editing, flexible call recording, branded notetaker identity and proposed CRM updates from meeting content.Read 21 Oct 2026 · wealthbox.com

API documentation

Developer documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint.Read 21 Oct 2026 · dev.wealthbox.com

API throttling

API access tokens are limited to one request per second over a five-minute sampling period, with short bursts allowed.Read 21 Oct 2026 · dev.wealthbox.com

Chrome extension

The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in.Read 21 Oct 2026 · help.wealthbox.com

Company ownership

LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc.Read 21 Oct 2026 · linkedin.com

Contact management

The CRM stores client details, communication history, financial data and household relationships in a searchable hub.Read 21 Oct 2026 · wealthbox.com

Dashboards and reporting

Users can create custom reports, charts and dashboards, with Wealthbox AI generating reports from natural-language descriptions.Read 21 Oct 2026 · wealthbox.com

Email sync

YesRead 23 Sep 2026 · wealthbox.com

Email synchronization

Wealthbox can connect inboxes so emails, meetings and follow-ups associate with client relationships.Read 21 Oct 2026 · wealthbox.com

Free trial

YesRead 23 Sep 2026 · wealthbox.com

Funding news

Providence Business First reported on August 6, 2025 that Starburst Labs raised $152 million.Read 21 Oct 2026 · bizjournals.com

Licence

Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors.Read 21 Oct 2026 · wealthbox.com

Limit: Android app

A Google Play reviewer reported intermittent AI Notetaker failures and requested quicker access to household-member details.Read 21 Oct 2026 · play.google.com

Limit: pricing

Some reviewers consider Wealthbox expensive compared with other CRM products.Read 21 Oct 2026 · softwareadvice.com

Limit: reporting and automation

Reviewers request more reliable reporting, field customization and deeper workflow automation.Read 21 Oct 2026 · softwareadvice.com

Limit: support channel

Some reviewers say customer support would be better with a readily available phone number instead of email-only troubleshooting.Read 21 Oct 2026 · capterra.com

Limit: workspace data transfer

A reviewer reports that data cannot be transferred between Wealthbox workspaces.Read 21 Oct 2026 · softwareadvice.com

Meetings

Meetings are available to all subscriptions at no extra cost and connect calendar events with preparation, collaboration and follow-up.Read 21 Oct 2026 · help.wealthbox.com

Mobile app

YesRead 23 Sep 2026 · wealthbox.com

Opportunity tracking

A visual pipeline tracks prospects from first conversation through closed business.Read 21 Oct 2026 · wealthbox.com

Praise: ease of use

Independent reviewers repeatedly describe Wealthbox as intuitive, easy to learn, visually clear and quick to deploy.Read 21 Oct 2026 · softwareadvice.com

Praise: integrations

Reviewers praise the breadth and reliability of native connections with custodians and other financial software.Read 21 Oct 2026 · softwareadvice.com

Praise: workflows and collaboration

Reviewers say workflows, task assignment and team coordination improve operational efficiency.Read 21 Oct 2026 · capterra.com

Public API

The public REST API supports reading and writing contacts, households, tasks, events, notes, opportunities and projects, with access tokens for personal integrations and OAuth for partner applications.Read 21 Oct 2026 · wealthbox.com

Rating on Apple App Store

4.8 out of 5 from 1.7K ratingsRead 21 Oct 2026 · apps.apple.com

Rating on Capterra

4.7 out of 5 from 146 reviewsRead 21 Oct 2026 · capterra.com

Rating on G2

4.6 out of 5 from 109 reviewsRead 21 Oct 2026 · g2.com

Rating on GetApp

4.7 out of 5 from 145 reviewsRead 21 Oct 2026 · getapp.co.uk

Rating on Google Play

4.6 out of 5 from 154 reviewsRead 21 Oct 2026 · play.google.com

Rating on Software Advice

4.7 out of 5 from 146 reviewsRead 21 Oct 2026 · softwareadvice.com

SDK availability

An independent API assessment reports no official SDK or public sandbox and says webhook documentation was not found.Read 21 Oct 2026 · supergood.ai

System requirements

The service supports current Chrome, Edge, Firefox, Safari and Opera browsers, plus iPhone, iPad and Android devices.Read 21 Oct 2026 · help.wealthbox.com

Visual sales pipeline

YesRead 23 Sep 2026 · wealthbox.com

Workflow automation

Workflows can sequence tasks, emails, events and stage changes with delays, conditional branches, assignments and overdue tracking.Read 21 Oct 2026 · wealthbox.com

Plans and prices

Every Wealthbox plan and price →

Where Specifiction places it

• CRM Software#13 of 2449.2
• Banking CRM Software#3 of 358.5
• Financial Advisor Software#6 of 318.5
• Financial Services CRM Software#10 of 288.5