7 Best CRM for Financial Advisors 2024 (Manage Wealth)

by Chris Von Wilpert, BBusMan • Last updated July 17, 2024

Expert Verified by Leandro Langeani, BBA

Editorial Disclosure: We buy, test and review products featured on our website using a 3-step rating methodology. If you buy through our links, we will get a commission. Read our rating methodology and how we make money.

Today there are 685 different CRM software. We spent 140 hours comparing the top 50 to find the seven best you can use to increase your conversions.

What is the Best CRM for Financial Advisors?

  1. HighLevel — best of the best
  2. Close — best for small and mid-sized firms
  3. Freshsales — best for low lead volume
  4. Wealthbox — best budget option
  5. Practifi — best for wealth management
  6. SalesForce — best for big enterprises
  7. Monday — best for non-techies

Our Verdict — Best Of The Best

Price: Starts at $97/month

HighLevel is the ultimate CRM solution for financial advisors. We think it’s the best of the best because of its incredible automation power, powerful marketing tools, and how it does a jaw-dropping job at delivering hot leads on a silver platter.

The Best Part:

  • It’s like having a “lead factory”. HighLevel lets you automate almost everything, to follow up with your leads via calls, emails, text, ringless voicemails, and more — everything to move your leads toward the sale.

The Worst Part:

  • Its entire offer is focused on agencies. When you visit HighLevel’s website, you’ll realize that a lot of the language is directed at agencies, which can cause some people in other industries to question “is this for me?” — even though it’s perfect for financial advisors.

Get it if you want to set up clever automations that deliver hot leads on a silver platter, so you only spend time talking to the highest-value leads.

I recommend you get started on the Starter plan for $97/month and a 14-day trial, then upgrade to the Unlimited plan ($295/month) when you’re working with more than one brand.

(14-day free trial)

Best For

HighLevel is best for financial advisors who want to set up an automated lead machine.

Top Features

  • Auto calling. You can set up HighLevel to automatically connect a call between a brand new lead and you (or your team), while they’re still red-hot.
  • Smart Lists. You can set up HighLevel to automatically segment leads that take specific actions, to always deliver the next best step based on what they did (or didn’t do).
  • Delivers a great customer experience. With the right segmentation and right messaging, you’ll always say the right thing at the right time. This will impress your leads!
  • In-depth analytics. Always know where your leads are, and how much money has been generated on each phase, so you always know what to fix, and what to scale.
  • You can do pretty much anything. Apart from the CRM, you can build forms, surveys, full-blown websites, landing pages, membership sites, and so much more.


HighLevel offers three pricing plans:

  • Agency Starter: $97/mo for financial advisors working under a single brand.
  • Agency Unlimited: $297/mo for financial advisors generating leads for more than one brand.
  • White Label: $497/mo for financial advisors who want to have other financial advisors joining under their own white labeled CRM.

Try HighLevel today with a free 14-day trial.

Our Verdict — Best For Small And Mid-Sized Companies

Price: Starts at $29/month

Close is a powerhouse in the customer relationship management industry. We think it’s the best option for small and mid-sized firms because it’s incredibly efficient, and its secret weapon: the Power Dialer.

The Best Part:

  • It saves you time. Close comes with a lot of tools and automations which will enable you to spend less time setting it up, and more time closing clients.

The Worst Part:

  • It lacks QuickBooks integration. As a big company, there’s a big chance you’re a QuickBooks client. You’ll need Zapier to make it work. 

Get it if you're looking to get tons of leads every month, from multiple channels.

I recommend you get the Professional plan ($99/mo), so you get unlimited leads, the Power Dialer, and sales automations.

(14-day free trial)

Best For

Close is best for large financial enterprises getting thousands of leads every month.

Top Features

  • Sell more, wait less. The Power Dialer automatically calls through your lead lists and then screens out busy tones and answering machines to get a lead on the phone in as little as 3 seconds.
  • DFY free migrations. When you join Close, they will transfer your data from your old CRM for free within one week.
  • Filter and segment your leads. Close does a great job at enabling you to find specific groups within your leads, so you can send them the right message every time.
  • It opens more doors. Close lets you reach your leads through email, phone, 2-way SMS communication… And all of these can be automated.
  • Upgrade for quicker wins. You can hire Close’s team starting at $500/month to have them run your CRM for you, including boring tech stuff like building custom integration, data syncing, and more.


Close offers four pricing plans:

  • Starter: $29/mo per user, for up to 3 users.
  • Basic: $69/mo per user, for up to 30 users.
  • Professional: $99/mo per user, for up to 100 users.
  • Business: $149/mo per user, for unlimited users.

Annual subscriptions provide up to 14.5% discount.

Try Close today with a free 14-day trial.

Our Verdict — Best For Low Lead Volume

Price: Starts at $18/month

Freshsales is a nice and simple CRM that packs some serious punch. We think it’s the best for low lead volume because of its great pricing, user friendliness, and Freddy, the AI bot that helps you achieve more with your account.

The Best Part:

  • Freddy, the bot. Your Freshsales CRM account comes with a bot named Freddy, who offers great insights and even talks to your leads, to help you close more sales.

The Worst Part:

  • Not suited for lead gen pros. Freshsales’ lowest plan only allows for 1,000 active contacts to work with. If you’re used to running ads and getting hundreds to thousands of leads every month… Freshsales ain’t it.

Freshsales is great if you’re getting your first CRM for your business.

I recommend you get started with the free 21-day trial, then upgrade to the Growth plan ($35/month per user).

(21-day free trial)

Best For

Freshsales is the best choice for people and small companies that generate up to 100 leads/month.

Top Features

  • Low prices. You can get started with Freshsales at just $18/month.
  • AI-powered bot. Freddy, the AI bot, is your friend. He’ll give you actionable insights and even talk to your leads, to help you close more sales.
  • On the go. Every plan comes with free access to their mobile app, available on Android and iOS.
  • Follow up with your leads, wherever they might be. Freshsales has a pretty solid communication system that you can use, even if you’re on the free plan! You can get in touch with your customers via phone, email, whatsapp, chat, sms, zoom, and even apple business chat.
  • Incredible support. Live chat, email, phone support, plus a ton of videos and articles — all of that to ensure you never get stuck.


Freshsales offers four pricing plans:

  • Free: Engage with leads with built-in chat, email, and phone.
  • Growth: $18/mo per user for automation capabilities.
  • Pro: $47/mo per user for multiple sales teams.
  • Enterprise: $83/mo per user for advanced features.

Annual subscriptions provide up to 24% discount.

Try Freshsales today with a free 21-day trial.

Our Top Three Picks

Here’s a quick summary of our top three picks:

  1. HighLevel — best of the best
  2. Close — best for small and mid-sized firms
  3. Freshsales — best for low lead volume

Here’s a quick comparison of our top seven picks:


Entry Offer



14-day free trial

Starts at $97/mo


14-day free trial

Starts at $29/mo


21-day free trial

Starts at $18/mo


30-day free trial

Starts at $49/mo


Free demo

Custom pricing


14-day free trial

Starts at $25/mo


Free plan

Starts at $10/mo

Here are the top 50 CRM tools for financial advisors we considered in this review:

  1. HighLevel
  2. Close
  3. Freshsales by Freshworks
  4. Wealthbox
  5. Practifi
  6. SalesForce
  7. Monday
  8. Keap
  9. UGRU Financial CRM
  10. Pipedrive
  11. Pipeliner
  12. Zendesk Sell
  13. SharpSpring
  14. Nimble
  15. Copper
  16. Dynamics 365
  17. Less Annoying CRM
  18. Thryv
  19. Pipeline
  20. Salesflare
  21. Monday
  22. NetHunt
  23. Nutshell
  24. Insightly
  25. Creatio
  26. Vtiger
  27. Solid Performers
  28. EngageBay
  29. Streak
  30. Accelo
  31. Spiro
  32. SalezShark
  33. Daylite
  34. Sugar Sell
  35. Ontraport
  36. C2CRM
  37. Really Simple Systems
  38. OnePageCRM
  39. Workbooks
  40. Oracle Sales
  41. Membrain
  42. CompanyHub
  43. Scoro
  44. Capsule CRM
  45. AmoCRM
  46. Salesmate
  47. ConvergeHub
  48. Simply CRM
  49. HoneyBook
  50. Zoho CRM

Can I use a CRM to track my client investments?

Yes, you can use a CRM to track your client investments. 

With portfolio management and assets under management features, you can easily manage and monitor your clients' investments. 

The financial planning tools and wide range of software solutions available in the financial services industry can help you provide a better user experience for your clients. The CRM's task management and activity tracking features can help you automate repetitive tasks and manage your client segmentation, allowing you to focus on providing personalized financial planning services to individual clients.

With portfolio integrations and accounting software, you can streamline your business processes and gain deep business insights, making it easier to serve your current clients and attract potential clients. 

The security features of the CRM can help protect your clients' data and ensure regulatory compliance, while customer service and email templates can help you communicate with your clients effectively.

How can I integrate a CRM into my existing workflow?

If you begin your CRM journey by just using task management and opportunity tracking features to automate repetitive tasks and manage potential clients, you’ll already be way ahead.

Other features, such as database migration and Pipeline management can help you seamlessly transition your current clients onto the new platform while also attracting potential clients. 

As a finance professional, you can hire a company that specializes in integrating CRMs for financial advisor firms to help you implement the CRM within a limited budget. 

When you start utilizing marketing campaigns and a client-centric approach, you can successfully improve your sales and client relationships.

The Bottom Line

To recap, here are the best CRM software for financial advisors to try this year:

  1. HighLevel — best of the best
  2. Close — best for small and mid-sized firms
  3. Freshsales — best for low lead volume
  4. Wealthbox — best budget option
  5. Practifi — best for wealth management
  6. SalesForce — best for big enterprises
  7. Monday — best for non-techies


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