Wealthbox CRM
Reviews
Star rating
Rank in Financial Services CRM
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 94.5% |
| Mid-Market | 5.5% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star 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 |
Satisfaction ratings
What reviewers say
Simple, Easy-to-Use Software for Tasks and Birthday Email Reminders
“I love the simplicity of this software. It’s easy to operate: I can create tasks, assign tasks to employees, and get email notifications about clients’ birthdays. Overall, it’s a great piece of software.”
Good CRM for Financial Advisors
“I like that Wealthbox CRM provides a single place to put all client and prospect communication and tracks client interactions. Much better than prior CRMs we tried on the service side of the business. Setup was pretty easy and we were able to tie it into some other systems throug”
AI Notetaker Is a Game-Changer That Saves Us Hours
“I love that the AI notetaker lets me stay focused on the client instead of writing notes the whole time. It’s truly a game changer, and it has been saving us hours and hours.”