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Private Wealth Daily

Alternatives to Wealthbox

Wealthbox makes CRM software for financial advisors. Its customers range from independent advisors to enterprise RIA firms, RIA aggregators, broker-dealers and OSJs, banks and credit unions, trust companies and family offices. Read the Wealthbox profile.

10 vendors in the same categories, closest match first.

Intapp DealCloud

Deal, relationship and distribution CRM for private capital firms and family offices

  • Family offices
  • Asset managers

CRMCustom quote

Maximizer

CRM with a financial services edition for advisors and dealers

  • RIAs
  • Broker-dealers

CRMPer seat

InvestorFlow

Salesforce-based CRM for private markets fundraising and advisor-channel distribution

  • Asset managers

CRM

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

  • Asset managers
  • Family offices
  • RIAs

CRMPer seat

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI toolsFree tier, paid plans

ZeplynIn the news

AI meeting notes and agent workflows for wealth management firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

AI toolsCustom quote

ZocksIn the news

AI meeting assistant and notetaker for financial advisors

  • RIAs
  • Broker-dealers

AI toolsPer seat

Tick up to three vendors to compare with Wealthbox.
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