Wealthbox CRM Alternatives (January 2026)

Wealthbox CRM

Wealthbox | Modern CRM For Financial Advisors

https://www.wealthbo.com/

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

4.7/5

548+ reviews

Reviewed on:

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1.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

2.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

3.
PreciseFP | Financial Planning Software for Financial Advisors
https://precisef
.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

4.
Realvolve - Real Estate CRM & Workflow Automation
https://realvolv
.com/

The world's most customizable real estate CRM. Build workflows, manage your team, scale your business—and leave the busy work to Realvolve.

5.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

6.
CRM Software | Customer Relationship Management System | Agile CRM
https://www.agilecr
.com/

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

7.
CRM Software Solutions Company | Copper
https://www.coppe
.com/

Win clients for life with Copper CRM software solutions. Give us a try and see how we can help your business build stronger customer relationships.

8.
Insightly | The modern, scalable CRM teams love
https://www.insightl
.com/

The modern, affordable CRM teams love. Sell smarter, grow faster and build lasting customer relationships. Watch a demo-on-demand now.

9.
CRM Software To Grow Your Business | Try Nimble Free
https://www.nimbl
.com/

A G2 Crowd Market Leader, Nimble helps you build relationships everywhere you engage -- from your inbox to across the web. Try it free - no credit card required.