Wealthbox

Plans and prices

Every plan, in full

On the record

AI Assistant

The AI Assistant can find and summarize CRM information, draft emails, generate reports and propose record changes that require user approval.help.wealthbox.com · read 21 Oct 2026

AI features

Yeswealthbox.com · read 23 Sep 2026

AI Notetaker update

A July 15, 2026 release added financial-account context, prompt editing, flexible call recording, branded notetaker identity and proposed CRM updates from meeting content.wealthbox.com · read 21 Oct 2026

API documentation

Developer documentation describes OAuth 2.0, versioning, pagination, errors and JSON or XML REST resources under the v1 endpoint.dev.wealthbox.com · read 21 Oct 2026

API throttling

API access tokens are limited to one request per second over a five-minute sampling period, with short bursts allowed.dev.wealthbox.com · read 21 Oct 2026

Chrome extension

The Wealthbox CRM extension works only in Google Chrome and opens from Gmail or Office 365 after sign-in.help.wealthbox.com · read 21 Oct 2026

Company ownership

LinkedIn identifies Wealthbox as owned by Starburst Labs, Inc.linkedin.com · read 21 Oct 2026

Contact management

The CRM stores client details, communication history, financial data and household relationships in a searchable hub.wealthbox.com · read 21 Oct 2026

Dashboards and reporting

Users can create custom reports, charts and dashboards, with Wealthbox AI generating reports from natural-language descriptions.wealthbox.com · read 21 Oct 2026

Email sync

Yeswealthbox.com · read 23 Sep 2026

Email synchronization

Wealthbox can connect inboxes so emails, meetings and follow-ups associate with client relationships.wealthbox.com · read 21 Oct 2026

Free trial

Yeswealthbox.com · read 23 Sep 2026

Funding news

Providence Business First reported on August 6, 2025 that Starburst Labs raised $152 million.bizjournals.com · read 21 Oct 2026

Integrations

Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars.wealthbox.com · read 21 Oct 2026

Licence

Wealthbox is proprietary software: its terms grant a limited, revocable, non-exclusive use licence and reserve software intellectual-property rights to Wealthbox or its licensors.wealthbox.com · read 21 Oct 2026

Limit: Android app

A Google Play reviewer reported intermittent AI Notetaker failures and requested quicker access to household-member details.play.google.com · read 21 Oct 2026

Limit: pricing

Some reviewers consider Wealthbox expensive compared with other CRM products.softwareadvice.com · read 21 Oct 2026

Limit: reporting and automation

Reviewers request more reliable reporting, field customization and deeper workflow automation.softwareadvice.com · read 21 Oct 2026

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