Wealthbox

Name: Wealthbox
Rating: 4.8 (1596 reviews)
Author: Starburst Labs, Inc.

By: Starburst Labs, Inc. App

CRM for Financial Advisors

Overview

Version:

2.10.8

Last updated: 2026-07-17

Ranking

#46,808 ▼ 1,051

Overall

Features & Capabilities

Wealthbox is the companion mobile app to Wealthbox CRM for financial advisors. It helps you manage client relationships and stay up-to-date on firm activities with full-featured CRM access on the go.

Key features include secure login with Face ID, Touch ID, and Password Autofill; maps on Contacts for turn-by-turn directions; push notifications; redesigned Contact Record with Quick Actions (call, email, photo upload); redesigned calendar with month, 4-day, and single-day views; a Today View; Activity Stream; portfolio integrations; and full data-sync with the web-based Wealthbox CRM. It also covers contact management, task management, calendaring with iCal support, opportunity management, and project management.

User Growth & Download Statistics

App Calendar Task Management Navigation & Mapping Privacy & Security

By:

Starburst Labs, Inc.

Rating:

4.80

(1,596) 7 new ratings

Version:

2.10.8 Last updated: 2026-07-17

Version code:

888421295

Creation date:

2019-01-10

Compatible devices:

Size:

39.81MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-20

Compare stats and ranking:

Ranking

# 46,808 ▼ 1,051

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Starburst Labs, Inc.

Apple Apps Store

https://apps.apple.com/us/app/wealthbox/id1448255830

Website:

http://www.wealthbox.com

User Reviews

Wealthbox is praised for being easy to use with a strong feature set and solid design that boosts advisor productivity and client service. However, recurring issues include app instability (crashes, slow loads), a subpar mobile experience, and authentication/login problems (Face ID failures, sign-in hiccups). Some users also report inconsistent or unhelpful support. Overall, it’s valued for usability and workflow capabilities, but stability and mobile/authentication concerns temper enthusiasm.

Pros

Easy to learn and intuitive user interface; beginner-friendly.

Cons

Frequent crashes, loading problems, and general instability.
Mobile app performance is weak; not native-feeling and slow to load.

Recent reviews

We had to fire RedTail. We hired Wealthbox because they seem to be the best option. The conversion was easy. But whenever we have a tech problem, you get caught in a tailspin of email support. There is no phone number to call where you can get a quick and easy fix. You have to spend hours going back and forth over emails in an attempt to fix the problem. Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm.