Home / CRM & CRM add-ons / Wealthbox (CRM + AI Assistant & Notetaker)
Wealthbox (CRM + AI Assistant & Notetaker)
Advisor CRM with a built-in AI Assistant, agents/playbooks and an AI Notetaker add-on. ↗ wealthbox.com/products/ai-assistant
Pricing
Basic $59, Pro $75, Premier $99 per user/mo. AI Notetaker add-on intro rate $49/user/mo. 14-day free trial.
Integrations
- Addepar
- Altruist
- Orion
- Black Diamond
- eMoney
- MoneyGuide
- RightCapital
- Schwab
- Fidelity
- Tamarac
- Holistiplan
- Nitrogen
- Asset-Map
- Box
- Dropbox
- Egnyte
- Zapier
- Calendly
- Slack
- Claude
Security & compliance claims
- SOC 2 Type II (pricing page)
- SSO mentioned
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Wealthbox runs a referral program, but per its terms only current subscribers can join. It isn't an affiliate program for publishers.
Referral / partner program
customer referral (subscribers only) ↗ wealthbox.com/referral-program-terms
Compare Wealthbox
Similar tools
- JumpMeeting notes & follow-up · Client onboardingMeet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo.
- ZocksMeeting notes & follow-up · Document parsing & data extractionEssentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 /…
- ZeplynMeeting notes & follow-up · CRM & CRM add-onsNo public pricing found on the vendor pages we checked (demo/quote).
- FathomMeeting notes & follow-upFree plan. Premium $16–$20/user/mo. Team $15–$19 and Business $25–$34/user/mo (2-user mini…