Wealthbox
HQ Address
50 Park Row West, Suite 907, Providence, RI 02903, United States
Website Address
Business introduction
Modern CRM for Financial Advisors
Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required
Wealthbox® is CRM for financial advisors
Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. With a focus on simplicity and usability, Wealthbox makes use of modern design and development practices and reflects the growing consumerization of B2B software for financial advisor teams of all sizes.
Remote-First
Wealthbox operates as a remote-first company with many of our employees in the New York City and Providence regions as well as from around the United States.
Wealthbox Solutions
Wealthbox
Features for the Modern Financial Professional Wealthbox has all the tools a modern advisor needs in a CRM. More Integrations Connect seamlessly with the tools you love. Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications. Discover the power of Wealthbox Everything advisors need to connect with clients, prospects and coworkers. Task and Contact Management......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
