Wealthbox is a modern, web-based CRM for financial advisors.
Integration type

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. When Smith.ai and Wealthbox are integrated, each call handled by a Smith.ai receptionist is automatically documented in your Wealthbox account. New contacts are instantly created, and each call summary is logged as a new note for a contact (new or existing).

Wealthbox also integrates with Smith.ai Web Chat. Set up this integration to have all new chat conversations logged in your Wealthbox account as new contacts with a note containing the chat transcript.

"Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
Jeremy Treister Headshot
Jeremy Treister
CMIT Solutions of Downtown Chicago

Affordable monthly plans for every budget

Take the Faster Path to Growth.
Hire Smith.ai Today.

Try risk-free •  14-day money-back guarantee
g2 users love us badge
we deliver blue badge.

Learn More About Smith.ai

Virtual receptionists can help your business!

(We serve thousands of businesses daily, just like yours.)

Let's talk!

Please complete the form and we'll be in touch shortly.
14-day money-back guarantee
Live Agents 24/7