Audience
Financial advisors
About Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships.
Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.
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Pricing
Starting Price:
$197/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Kestrelbox
Founded: 2026
United States
kestrelbox.com
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Product Details
Platforms Supported
Cloud
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Documentation
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