Wealthbox CRM Ratings (September 2025)
This page breaks down Wealthbox CRM ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand Wealthbox CRM’s overall reputation. This data-driven overview will show you exactly how Wealthbox CRM is rated - including how it compares to competitors.
Wealthbox CRM's Overall Rating Summary
- Average Rating:4.7/5
- Total Reviews:548 reviews
- Sources:G2, Trustradius, Capterra, Getapp, Softwareadvice
- Last updated:September 1, 2025
Wealthbox CRM Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4.5/5 | 104+ reviews | 01.09.25 |
 Trustradius | 4.5/5 | 9+ reviews | 01.09.25 |
 Capterra | 4.7/5 | 145+ reviews | 01.09.25 |
 Getapp | 4.7/5 | 145+ reviews | 01.09.25 |
 Softwareadvice | 4.7/5 | 145+ reviews | 01.09.25 |
What is Wealthbox CRM?
Wealthbox CRM is a modern, powerful, and easy-to-use CRM designed specifically for financial advisors, requiring no training. Key features include contact management, two-way email sync, pipeline management, customizable workflows, live activity streams, task creation, calendar sync, and dynamic report generation. Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications, offering a seamless switch from other CRMs with free and simple migration options.
🤔 Wealthbox CRM vs Competitors: How Do Ratings Compare?
Check out Wealthbox CRM AlternativesFrequently Asked Questions
How trustworthy is Wealthbox CRM?
According to Capterra and G2 review sites Wealthbox CRM holds ratings of 4.7/5 and 4.5/5 respectively from 249 reviews, indicating a strong level of trust and satisfaction among users as of September 2025.
How many stars is Wealthbox CRM rated?
Wealthbox CRM has an average star rating of 4.7 out of 5 stars based on average of 548 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from Wealthbox CRM public reviews pages on platforms: G2, Trustradius, Capterra, Getapp, Softwareadvice. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for Wealthbox CRM is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.