G2 Vendor Directory

Wealthbox

#3 in Financial Services CRM

United States, US

1

Products on G2

109

Total reviews

4.6

Avg. star rating

Wealthbox CRM ranks #3 in Financial Services CRM.
Reviews across Wealthbox's portfolio declined 100.0% quarter-over-quarter.
Wealthbox's 1 product span 2 categories on G2.
Small Business is the largest segment among reviewers, at 94.5%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across Wealthbox's products.

Page views and citations · Wealthbox

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

Orion Advisor Tech

Salesforce

Artifex Software

Less Annoying Software

Pipedrive

Losing to

Based on reviewers of other products who said they switched from Wealthbox.

Practifi

Less Annoying Software

AdvisorEngine

SuiteDash

Orion Advisor Tech

Key stats

-100.0%

#3

2

Small Business

2014

163

United States, US

Adoption by company size

Segment	Share of reviews
Small Business	94.5%
Mid-Market	5.5%
Enterprise	0.0%

Quarterly history

Quarter	Total reviews	Avg. rating
2024 Q4	1	1.0
2025 Q1	1	5.0
2025 Q2	1	4.5
2025 Q4	1	5.0
2026 Q1	1	4.5
2026 Q2	3	4.7