Intellebox
HQ Address
1050 Battery St, San Francisco, CA 94111, United States
Website Address
Business introduction
The world's first Agentic AI Client Engagement platform
Intellebox's advanced machine learning models and proprietary LLMs are built to enable advisors to scale personalized engagement 10x while automating 80% of advisory functions through intelligent AI agents
The backbone for AI-native advisory
Intellebox makes client engagement scalable for wealth management firms. Our agentic AI transforms research, insights, and compliance into valuable personalized conversations — so advisors deliver intelligence, not noise. Deployed across leading RIAs and family offices, Intellebox processes millions of client signals and decisions daily to power always-on, compliant engagement.
1,000+
Daily personalized messages and insights delivered across client portfolios
99.999%
Platform uptime with enterprise-grade reliability
15+
Integrated financial industry partners for comprehensive portfolio management and communication
10×
Targeted increase in personalized client engagement through proprietary agentic AI workflows
