THE EASIEST CRM DATA COLLECTION TOOL ON EARTH | BUILT EXCLUSIVELY FOR THE WEALTH MANAGEMENT SPACE

WealthSnap helps financial professionals capture CRM data.

WealthSnap makes CRM data collection effortless for financial advisors, especially during high-friction workflows like client onboarding and new account opening. It also makes your data ready for AI agents to work accurately – a competative measure you should start now. 

In under 60 seconds, advisors build clean, branded intake forms that perfectly fill data gaps and match what your firm, departments, custodians, and compliance teams actually need. Collect exactly the data you want: read-only fields for reference, fillable fields for client input, or smart hybrids. And the best part – the forms sync instantly back to your CRM via secure APIs with zero manual entry, no back-and-forth emails, no duplicate work. WealthSnap never stores your data; it simply powers clean, professional web forms that feed directly into your existing system.

Larger firms can incorporate WealthSnap in workflows, as middleware tool, to capture client data from the advisor’s bespoke CRM in order to advance a process. The tool allows for clients to participate in the data collection process.

A free trial is available. Click “Sign Up” in the upper right hand corner and select “Free Trial” in the plan selection dropdown.

 

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

SSOW pricing. Simple SOW pricing tailored for unique Wealthsnap partnerships. Typically used by RIAs, Broker Dealers, Custodians, Banks, or aspiring integration partners.

Custom pricing

Free Trial

Sure – give it a spin. 

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?

Yes, WealthSnap integrates directly with Wealthbox via API, requiring authentication during setup.

What happens if I exceed my user limit?

We will notify you and provide a prorated upgrade option to ensure uninterrupted service.

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 a magic link that captures a blend of custom and system CRM fields?

Yes. After authenticating, you can assemble any of your CRM fields into a web form and share that with clients and prospects. Takes five minutes.

Can I create a magic link that I can post on my website to consume data directly into my CRM?

Yes.  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. 

Seems like the folks behind this app understand CRM and RIA pain points. Safe assumption?

Yes. Our technical requirements were given to us by the most dynamic CRM mind in the Wealth Managment space.

Unlock Your Wealth Management Potential

Experience the ease of streamlined client data collection with Wealthsnap.io. Start your free trial today or reach out to our sales team for personalized solutions that fit your needs.

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