BUILT EXCLUSIVELY FOR THE WEALTH MANAGEMENT SPACE
Stop chasing client data. Start using it.
Branded intake forms, client onboarding, and CRM data collection – built exclusively for Wealthbox users. Starting at $25/month, no contracts.
Your AI tools are only as good as your data. WealthSnap gives you the clean, structured, client-validated foundation that makes AI analysis actually work – moving your practice beyond best guesses.
Why WealthSnap?
Whether you’re onboarding a new client, running a discovery meeting, filling compliance data gaps, or pushing updates across your entire book at once — WealthSnap handles it.
- Speed: Connect Wealthbox and launch a branded form in under 60 seconds
- Convenience: Clients complete forms securely on any device, on their own time
- Security: Data flows directly into your CRM – we never store it
- Efficiency: Eliminate manual entry, duplicate work, and data gaps for good
- Bulk Power: Write notes, create tasks, and send forms across your entire book at once — perfect for compliance updates and firm-wide data refreshes.
Your next client form is 60 seconds away.
No credit card trial. No contract.
Within minutes you can be up and running.
You have three options:
1. Watch a Demo Unlock it immediately.
2. Start your Free trial (no credit card required – select “free trial for plan”).
3. Sign Up by selecting the best plan for your firm.
Contact sales@wealthsnap.io with questions.
Pricing Plans
Solo Plan
One user. Designed for independent advisors aiming to automate client intake and CRM updates efficiently.
$25/month
Small Team Plan
Perfect for small firms with 2–5 users, offering simple, shared pricing.
$99/month
Mid-Size Firm Plan
Ideal for firms seeking full-team access without per-user complexity.
$249/month
Enterprise Plan
Custom SOW pricing tailored for RIAs, Broker Dealers, Custodians, Banks, and integration partners. Contact us to discuss your firm’s needs.
Custom pricing
Free Trial
Free Trial Available
Common Questions & Use Cases
Find answers to frequently asked questions about our service and pricing plans.
Do I need a Wealthbox account to use WealthSnap?
Similar to most advisors, our out of box CRM vendor of choice is Wealthbox.
WealthSnap integrates directly with Wealthbox via API, requiring a simple authentication during setup. For others, such as Redtail and Salesforce, simply email support@wealthsnap.io for that configuration.
What happens if I exceed my user limit?
You are prompted to upgrade which you can do on the spot.
Can I switch plans at any time?
Absolutely! You can change your plan monthly or annually with ease, without any contracts.
Is there a free trial available?
Yes, we offer a trial so you can explore WealthSnap’s features before committing.
Can I create an intake form that captures a blend of custom and system CRM fields?
Yes. After authenticating, you can assemble your custom and system CRM fields into a web form to share with clients and prospects.
Can I create a form that I can post on my website to consume data directly into my CRM?
Yes. Create an intake form and for any location, including your website. WealthSnap takes the data and creates those contacts in your CRM. No need for other tools.
Can I use this tool to update existing CRM contacts in the event that I am filling data gaps for compliance, and to prep for AI data analysis?
Yes. Identify and fill data gaps now. Prepping your data for AI tools is a great use case for WealthSnap. Your data has to be curated.
Your next client form is 60 seconds away. $25 per month. No contract. Just cleaner data and a practice that runs like it should.