--- description: Learn more about Wealthbox price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Wealthbox Pricing, Reviews & Features - Capterra New Zealand 2026 --- Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Wealthbox](/software/175666/wealthbox) # Wealthbox Canonical: https://www.capterra.co.nz/software/175666/wealthbox Page: 1 / 7\ Next: [Next page](https://www.capterra.co.nz/software/175666/wealthbox?page=2) > Web-based CRM tool that helps financial advisors manage clients and collaborate with co-workers. > > Verdict: Rated **4.7/5** by 145 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Wealthbox? Wealthbox is a powerful CRM system for financial advisors, broker-dealers, and RIA firms of all sizes. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 145 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Starburst Labs ## Commercial Context - **Starting Price**: US$59.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Subscriptions offer both annual and monthly pricing options. The basic plan starts at $35/month when billed annually. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - Activity Dashboard - Alerts/Notifications - Campaign Management - Client Management - Collaboration Tools - Contact Management - Customer Database - Document Management - For Financial Institutions - Lead Management - Pipeline Management ## Integrations (38 total) - AWeber - Asana - Benjamin - Blueleaf - BombBomb - Calendly - CircleBack - ComplianceHero - Docusign - Dropbox Business - Evernote Teams - Fidelity - Formstack Forms - Gmail - GoTo Meeting ... and 23 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Financial CRM Software](https://www.capterra.co.nz/directory/30562/financial-crm/software) ## Alternatives 1. [Zoho CRM](https://www.capterra.co.nz/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [HubSpot CRM](https://www.capterra.co.nz/software/152373/hubspot-crm) — 4.5/5 (4451 reviews) 3. [Redtail CRM](https://www.capterra.co.nz/software/121349/redtail-crm) — 4.1/5 (85 reviews) 4. [Maximizer CRM](https://www.capterra.co.nz/software/154610/maximizer-crm) — 4.1/5 (366 reviews) 5. [eWay-CRM](https://www.capterra.co.nz/software/152769/eway-crm) — 4.5/5 (820 reviews) ## Reviews ### "no customer service telephone number." — 1.0/5 > **Walter** | *15 July 2025* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: THE NAME > > **Cons**: MOST EVERYTHING - ESPECIALLY CUSTOMER SUPPORT > > 1 (one) The sales people were exceptional ----- ### "Satisfied and good value" — 5.0/5 > **Joel** | *3 September 2021* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: The workflows, being able to design a process and implement other team members is wonderful. > > **Cons**: Contacting customer service has been painful in the past. I like having a dedicated phone \# to call in problems with. Trying to find the problem in the list of issues takes time and its not always available in the list and then you have to email and go back and forth when a simple 5-10 min phone call could fix the problem. > > Awesome, highly recommend ----- ### "Beauty in Simplicity" — 4.0/5 > **Matthewe** | *2 September 2021* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: It's simple to use. Anyone who has ever used social media accounts in their lives will pick it up quickly. The functions to inform one another about notes make working with virtual assistants extremely streamlined and efficient avoiding slow email-only communication. > > **Cons**: The social media connections went away. Not a big deal but it was great to stay in one spot and review client happenings within your client base. Also, the email system is still not very flexible and dynamic like a live Outlook program is. I like the tracking but I couldn't get my signature to work right. I want to be able to select my fonts and make the emails look like they came from my Outlook. I also think they could improve upon the tabs for additional client information and make them easy to fill quickly. Makes me not want to really fill out detailed data on them. > > I have gone to three other CRMs in the last 5 years (not by choice( and I always come back. ----- ### "Good for small teams, would like more customizations" — 5.0/5 > **Donna** | *6 December 2022* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: It's easy to navigate. Easily accessible on the go when you need to quickly check something. > > **Cons**: Would prefer ability to change some of the field drop downs. Needs some more detailed reporting (If, then, and). ----- ### "Great solution for all advisors" — 4.0/5 > **Jamie** | *8 September 2021* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Wealthbox is a great CRM system that is easy to implement and use. It connects with many other software providers to help aggregate important financial data in an intuitive way. The connection with Gmail really enhanced the value of the product as it reduces steps in the email process. > > **Cons**: While the software is easy to use and easy to implement, it still had a few items that need work. I had used a software called Contactually many years ago and they had a great way of bucketing clients so that you could set up different contact cadences for the individual groups. It's a bit clunky setting up periodic reminders to contact clients. Also, if they had more pre-filled workflow templates, it would be a great help to advisors new to the system and the industry. > > Wealthbox has been a great CRM system for me as a small business. It is reasonably priced, has good optionality and integrates with a lot of the other software I use with my planning clients. ----- Page: 1 / 7\ Next: [Next page](https://www.capterra.co.nz/software/175666/wealthbox?page=2) ## Links - [View on Capterra](https://www.capterra.co.nz/software/175666/wealthbox) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Structured Data